Administrative assistant

Clerk-Tech · India

Client Intake & Support

∙Handle initial client inquiries and conduct client intake interviews.

∙Gather preliminary information from prospective clients.

∙Conduct conflict checks and open/update CRM files.

∙Request, collect, review, and organize client documents.

∙Ensure intake forms and required documentation are completed accurately.

∙Enter and maintain client information in the case management system.

∙Upload and organize documents within the firm's document management system.

∙Maintain accurate and up-to-date digital and physical client files.

Administrative Support

∙Provide general administrative support to lawyers and legal staff.

∙Manage calendars, schedule appointments, and coordinate meetings.

∙Send and respond to emails professionally.

∙Maintain records, track tasks, and provide support with day-to-day administrative activities.

Personal Assistant Support

∙Maintain the schedule for personal activities and appointments.

∙Add personal appointments to the personal calendar and block the time on the work calendar.

∙Ensure all necessary details and documents are available for upcoming appointments.

∙Send reminders for upcoming appointments.

∙Coordinate with service providers and other relevant contacts.

Qualifications

∙Previous experience as Administrative Assistant, Client Intake Assistant, or similar role.

∙Strong organizational and time management skills.

∙Excellent verbal and written communication skills.

∙Proficiency with Google Workspace, including Gmail, Google Docs, and Google Calendar.

∙Experience with Clio Grow and Clio Manage.

∙Experience with Click Up.

∙Strong attention to detail and ability to multitask in a fast-paced environment.

∙Ability to maintain confidentiality and handle sensitive client information.

∙Self-motivated, reliable, and able to work independently.

US Shift

Salary - 20-22k (4 hours)