Legal Assistant

Responsibilities:

- Assist in preparing and managing contracts and documents in Panda Doc, ensuring timely updates.
- Act as a liaison between team members, facilitating clear communication and relaying key information.
- Manage project timelines and track task progress to ensure timely completion.
- Assist in creating, drafting, and updating training materials and documentation.
- Organize and prioritize tasks to ensure efficient workload management across multiple responsibilities.
- Coordinate and support the execution of various projects, ensuring successful implementation.
- Perform general administrative duties including scheduling, data entry, and maintaining accurate records.
- Collaborate with leadership to enhance operational efficiency and support business growth through back-office tasks.

Requirements:

You will have high touch with prospects before they are clients, while they are clients, and even after they are clients.

Prospect Relationship & Support
- Serve as the first point of contact when prospect calls or emails our firm
- Quickly builds rapport with prospects 
- Gathers all necessary information from prospects and appropriately logs data into CRM
- Efficiently schedules clients for initial consultation
- Motivates prospects to complete their “intake homework” or “intake questionnaire”

Client Relationship & Support
- Nurtures and engages prospects after they become clients, providing consistent, reassuring communication throughout the planning process
- Calls all clients to remind them about upcoming appointments and ensuring they are prepared
- Meet virtually with clients, or call them, at the end of the initial consultation to:
     -   Request missing information and asset documentation
     -   Confirm payment details or schedule payment plans
     -   Explain next steps and schedule the Signing Ceremony
     -   Enter relevant data into the Case Management System

Scheduling & Calendar Management
- Manage all scheduling for the attorney, including:
     -   Client appointments
     -   Prospective client calls
     -   Referral partner meetings
- Ensure the calendar remains up-to-date and aligned with priorities
- Confirm appointments and follow up as needed

Administrative & Legal Tasks
- Send engagement letters, invoices, and follow-up emails for payment
- Track and update payment plans and scheduling of meetings in cash flow systems
- Answer basic client questions
- Support trust funding process by gathering and confirming client documents
- Conduct light data entry into the Client Relationship Management System or Case Management System

Signing Ceremony Preparation
- Request and follow up on any outstanding client information
- Confirm signing date with clients 
- Send thank-you gifts to clients or referral partners

Social Media Support
- Possibly Assist with light content posting and scheduling
- Monitor engagement and support client-facing messaging
- Ensure consistency with brand voice and values

Qualifications:

- Exceptional verbal and written communication skills in English
- Top tier interpersonal skills and emotional intelligence
- Previous experience in client support with administrative duties
- Ability to work independently
- Incredibly detail oriented, highly organized and self motivated 
- Tenacious, eager to learn, and confident in upholding professional standards
- Familiarity with Client Relationship or Case Management platforms (e.g., InfusionSoft/Keap/Zoho/Clio) a plus
- Ability to handle sensitive situations with empathy and professionalism

Compensation & Benefits (to be provided by Offshore Launch):

- $800 to $1200 depending on experience 
- $500 bonus at 90 days 
- 13th month pay 
- Comprehensive HMO (including dependents) 
- Annual PTO 



Note:

The Client is not involved in compensation or benefits. As an employee of Offshore Launch, all compensation and benefits are to be provided by the Agency.

Please note that we anticipate a response from candidates within 24 hours of our outreach. If we do not receive a reply within this timeframe, we will assume that you are no longer interested in pursuing this opportunity.