Legal Intake and Payments Assistant

🔥 48 minutes ago

🌐 Brazil, Honduras, +7 more countries – Remote

🇧🇷 Brazil – Remote 🇭🇳 Honduras – Remote 🇸🇻 El Salvador – Remote 🇨🇴 Colombia – Remote 🇨🇱 Chile – Remote 🇿🇦 South Africa – Remote 🇦🇷 Argentina – Remote 🇵🇪 Peru – Remote 🇲🇽 Mexico – Remote

💵 $1k - $1.1k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Attorney / Lawyer

👻 Ghost score 20%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Serve as the first point of contact for prospective clients and create a smooth, positive client experience • Manage inbound inquiries and monitor/respond to inquiries submitted through the company website • Qualify potential clients through initial screening conversations and short intake questionnaires • Identify qualified leads and coordinate live transfers or appointments with the sales representative • Schedule appointments and coordinate calendars based on sales team availability • Support prospective clients throughout the onboarding process • Prepare and send engagement agreements and other onboarding documents for electronic signature • Follow up on outstanding engagement documents and required next steps • Process initial client payments through LawPay, including entering required banking information • Maintain accurate client records in IRS Logics and other internal systems • Document client interactions, inquiries, and follow-up activities • Return missed calls and respond to voicemail messages promptly • Answer and manage inbound calls from prospective and existing clients through the company phone system • Collaborate with the sales representative and other team members to ensure a seamless transition from inquiry to onboarding • Communicate professionally, empathetically, and in a solution-oriented manner with prospective clients, including those experiencing stressful tax-related situations

🎯 Requirements

• Schedule: Monday through Friday, 9 AM to 6 PM PST • Excellent spoken and written English and Spanish required • Previous experience in client intake, reception, customer service, lead qualification, or administrative support preferred • Experience working in a law firm, accounting firm, or tax services environment is a plus • Comfortable handling a high volume of inbound and outbound calls • Strong verbal communication and active listening skills • Ability to qualify leads by asking relevant questions and gathering essential information • Experience coordinating appointments, managing calendars, and handling client follow-ups • Familiarity with CRM platforms, case management systems, and cloud-based phone systems • Comfortable processing initial payments through online payment platforms • Strong organizational, multitasking, and time management abilities • High attention to detail when handling client information, payment details, and engagement documents • Ability to maintain confidentiality and handle sensitive client information responsibly • Ability to work independently while collaborating effectively with a remote team • Software and tools: Dialpad, Microsoft 365, IRS Logics, LawPay, CRM Systems, Electronic Signature Platforms, Google Workspace or similar productivity tools • Required skills: Client Intake; Client Relations; Bilingual Communication (English and Spanish); Reception and Front Office Support; Inbound and Outbound Call Management; Lead Qualification; Customer Service Excellence; Appointment Scheduling; Calendar Management; Client Onboarding; CRM Management; Case Management System Proficiency; Payment Processing; Document Preparation and Processing; Electronic Signature Coordination; Client Follow-up Management; Data Entry Accuracy; Professional Phone Etiquette; Active Listening; Verbal Communication; Written Communication; Organization and Prioritization; Time Management; Attention to Detail; Confidentiality; Empathy and Relationship Building; Problem Solving; Reliability and Accountability; Adaptability; Team Collaboration; Proactive Mindset; Follow Through

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification workplace

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