Offer summary

Qualifications:

Minimum of 4 years experience as Office Assistant or related role, Strong organizational skills with attention to detail, Excellent written and verbal communication skills, Ability to work collaboratively in a team, Adaptability and proactive problem-solving.

Key responsabilities:

Handle client communication and manage messages

Schedule and manage Zoom meetings

Set up clients in management software systems

Draft documents and manage office supplies

Start workflows for estate planning and probate processes

Job description

Salary: P43,000 (Monthly Package)

Schedule: Monday – Friday (08:30 AM - 05:30 PM MDT)

What are we looking for?

Skills Required:

Minimum of 4 years of experience as Office Assistant, Admin or any related role.
Strong organizational skills with meticulous attention to detail
Excellent written and verbal communication skills
Ability to work collaboratively in a team-oriented environment
Discretion in handling confidential and sensitive information
Adaptability and a proactive approach to problem-solving
Openness to other duties as assigned.

Nice to Have:

Proficient in using CRM tools.
Well experienced in using Legal Software tools.
Background in Legal Setting is a plus.

What will you do?

Client and Communication Management:

Handle phone call etiquette and manage messages for legal team members
Check and respond to emails as they come in and three times a day.
Schedule and manage Zoom meetings, including reviewing clients’ computer adequacy.
Maintain confidentiality and handle client communications with utmost professionalism.
Documentation and System Management:
Set up new clients in Zoho for automatic emails, Practice Panther and Office 365.
Use Zoho for email marketing, birthday emails, and reviewing all client emails.
Utilize Practice Panther for note-keeping and managing appointments.
Store and manage documents in Office 365, advising on stored content including old client files.
Draft deeds and manage document filing using HotDocs and Simplifile.

Process and Workflow Management:

Start workflows in Practice Panther for estate planning (EP) and probate processes.
Review and follow probate workflows, including inventory process and publication.
Enter notes for meetings in Practice Panther/Trello.

Administrative Duties:

Enter information into system for putting scans into maintenance program (CCM)
Send emails to new CCM members with welcome note.
Converting Decision Vault to Remarkable.
Order and check supplies, including binders and office supplies.
Manage Wealth Docs client input and make changes as needed.
Maintain cleanliness of the virtual office space and manage organizational tasks.

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our Client provide all services for your end of life planning, including Wills, Trusts, Medical Directives, Financial Powers, Guardianship, Charitable Giving and Advanced Estate Planning. They also provide legal services for Elder Law, Business Formation and Succession, and Probate.

To learn more about our awesome opportunities, visit connectos.co/careers

#ConnectOS #ConnectOSCareers #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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