Legal Assistant, Legal Support Specialist

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3 days ago

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Job Duck

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HR Tech • Recruitment • B2B

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.

201 - 500 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

📋 Description

• Handle rescheduling based on client readiness, workflow needs, and internal procedures. • Meet with clients during Plan Design Document meetings to review and confirm decisions. • Directly assist paralegals. • Assist paralegals with signing estate planning document preparation and creation, including those requiring Zoho Sign or Adobe. • Assist with amendments to estate plans, including preparing new amendments and coordinating payment processes. • Work closely with attorneys, paralegals, and clients to ensure matters move efficiently through the workflow. • Review scanned documents for accuracy and promptly report discrepancies to the paralegal team. • Set up, organize, and maintain virtual client files in Zoho WorkDrive. • Manage and schedule various types of client meetings using Zoho CRM, Acuity, Zoho Bookings, and Google Calendar. • Ensure Zoho CRM pipelines move properly through the system and notify the team of any outstanding issues. • Assist clients with accessing and navigating portals such as Decision Vault and Zoho WorkDrive, including sending access links, troubleshooting, and providing guidance. • Perform data entry. • Provide clear, timely updates and gather necessary information at the direction of attorneys and paralegals. • Serve as the primary point of contact for clients, conducting reminder, preparation, check-in, and explanatory calls, and rescheduling appointments as needed.

🎯 Requirements

• Time Zone: EST from Monday to Friday from 9:00 AM to 5:00 PM. • Required Software and Tools: • ○ Zoho CRM, Zoho WorkDrive, Zoho Sign, Zoho Bookings • ○ Acuity Scheduling • ○ Google Workspace (including Google Calendar) • ○ Microsoft Word and Excel • ○ Adobe • ○ Box • ○ Aircall (phone management) • ○ LawPay. • Excellent written and verbal communication skills. • Ability to follow established systems, processes, and procedures. • Strong prioritization and time-management skills. • Exceptional client service mindset. • Effective problem-solving abilities. • Initiative within the guidelines of the role. • Highly organized and detail-oriented. • Strong multitasking capabilities.

🏖️ Benefits

• Competitive salary. • Paid Time Off and holiday pay (where applicable). • Annual Bonuses. • 100% remote/home-based position. • Full-time, long-term career opportunities. • Parental Leave. • Professional development and training. • Dedicated team support. • Alignment with our clients' core values.