V105 - Legal Intake & Administrative Assistant
About The Position
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022! Job Description: We are seeking a highly organized, detail-oriented Legal Administrative Assistant to support our attorneys and paralegals with client intake, administrative operations, and case preparation. This role is ideal for someone who thrives in a structured environment, enjoys client communication, and is committed to high-quality work in the legal field—particularly in estate planning and probate.
Requirements
- 1–3 years’ experience in a legal or professional services setting (estate planning/probate experience preferred).
- Strong organizational and follow-through skills; ability to systematize tasks
- Proficiency with MS Office Suite (Word, Excel, Outlook) and comfort learning legal tech platforms.
- Familiarity with (or willingness to learn): PracticePanther, OneDrive, Simplifile, DocuSign, IntakeQ, SnapForms, Monday.com, Zoom.
- Excellent written and verbal communication skills; professional client interaction skills.
- Detail-oriented, accurate, and able to manage multiple deadlines.
- Ability to work collaboratively with paralegals, attorneys, and clients while maintaining confidentiality.
Responsibilities
- Download, format, and proof documents for accuracy, grammar, formatting, and client data.
- Collect, organize, and save client documents (IDs, deeds, account statements, etc.) in accordance with firm SOPs and naming conventions.
- Answer and route incoming phone calls, emails, and client inquiries.
- Prepare and maintain detailed asset spreadsheets.
- Prepare and maintain detailed asset spreadsheets.
- Provide regular client status updates under paralegal supervision.
- Draft initial templates for wills, trusts, powers of attorney, deeds, and ancillary documents under paralegal/attorney supervision.
- Maintain organized digital files in OneDrive per firm SOPs.
- Schedule consultations, signings, and hearings.
- Coordinate calendars for attorneys and paralegals.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
