Sales Representative
Level 10, LLC
Job Level
Junior
About the role
- Document Management: Create and maintain digital client files, adhering to organizational standards.
- Organize electronic document storage and ensure proper naming and maintenance of files.
- Remove duplicates and outdated templates from client files.
- Client Interaction & Case Management: Gather, organize, and verify client documents for case preparation.
- Communicate with clients to obtain missing information and provide updates on their cases.
- Draft client communications, including approval and congratulatory letters.
- Form Preparation: Draft and complete government forms, questionnaires, and petitions related to immigration cases.
- Assemble exhibit lists and ensure accuracy in document submissions.
- System Updates: Maintain and update client profiles in Salesforce and other database systems.
- Record client communications and update case notes consistently.
- Administrative Support: Submit requests for translation and educational evaluations.
- Coordinate with clients and team members to determine daily and weekly goals.
- Compliance & Organization: Stay updated on immigration law developments and ensure all procedures adhere to current standards.
Requirements
- Bachelor's degree in law or a related field (or equivalent combination of education and experience in a law firm setting).
- 1-3 years of experience in a law firm setting.
- Strong attention to detail and accuracy.
- Exceptional organizational and multitasking skills.
- Customer-service orientation with strong interpersonal and verbal communication skills.
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), Adobe, and CRM tools like Salesforce.
- Experience in immigration law.
- Familiarity with document management software and multi-line telephone systems.
- Ability to work well under pressure and meet strict deadlines.
- Demonstrated ability to prioritize workload and delegate tasks effectively.
