Offer summary

Qualifications:

Minimum of 4 years of experience as an Office Assistant or Admin, preferably in a legal environment., Strong organizational skills with meticulous attention to detail., Excellent written and verbal communication skills., Discretion in handling confidential and sensitive information..

Key responsabilities:

Handle phone call etiquette and manage messages for legal team members.

Schedule and manage Zoom meetings, ensuring clients' computer adequacy.

Set up new clients in Zoho and manage documentation in Office 365.

Start workflows in Practice Panther for estate planning and probate processes.

Job description

Salary: P43,00 (Monthly Package)

Schedule: 08:30 AM - 05:30 PM MDT

What are we looking for?

Skills Required:

Minimum of 4 years of experience as Office Assistant, Admin preferrably in Legal or Law Firm space.
Strong organizational skills with meticulous attention to detail
Excellent written and verbal communication skills
Discretion in handling confidential and sensitive information
Adaptability and a proactive approach to problem-solving

Nice to have:

Proficient in using CRM tools.
Well experienced in using Legal Software tools.

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 provides legal services in the areas of Estate Planning, Elder Law, Business Formation, and Probate. They will provide you with a customized estate plan, made especially for you.

#ConnectOSCareers #JoinConnectOS

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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