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 ClickUp. 

∙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)