Distro

Bilingual Project Manager, Legal Experience

Distro

full-time

Posted on:

Location Type: Remote

Location: Mexico

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Salary

💰 $1,500 - $1,800 per month

About the role

  • Act as the primary contact for client case status updates
  • Respond to inquiries regarding progress, documentation, and next steps
  • Provide proactive communication to prevent clients from seeking updates
  • Manage high-volume inbound/outbound communication via email and phone
  • Schedule calls and coordinate meetings when needed
  • Set clear expectations regarding timelines and required documentation
  • Maintain a calm, professional, and reassuring communication style
  • Oversee timelines for 250+ active client files
  • Track deadlines, submissions, compliance milestones, and deliverables
  • Maintain CRMs, trackers, dashboards, or case management tools
  • Monitor workflows to ensure no case falls behind
  • Identify bottlenecks and escalate appropriately
  • Organize and maintain digital client files
  • Manage document intake and verify completeness
  • Review submissions for accuracy before handing off to the attorney
  • Maintain consistent file naming and documentation standards
  • Track missing documents and follow up persistently
  • Log activity and communication updates in the CRM
  • Prepare basic internal summaries or status reports
  • Support reporting for leadership visibility
  • Draft routine and templated client communications
  • Ensure data accuracy across all systems

Requirements

  • Exceptional written communication skills
  • Highly organized and detail-oriented
  • Ability to manage large client volumes
  • Strong follow‑up discipline
  • Experience with CRMs or case tracking tools
  • Professional, client-facing demeanor
  • Ability to remain calm under pressure
  • Experience with tax attorneys, law firms, CPAs, or accounting firms (Nice-to-Haves)
  • Background as a legal assistant or client intake specialist (Nice-to-Haves)
  • Experience in high‑volume professional services environments (Nice-to-Haves)
  • Familiarity with confidentiality standards (Nice-to-Haves)
  • Experience with project management tools (Nice-to-Haves)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
case managementdocument intakedata accuracyreportingfile organizationsubmission reviewdeadline trackingworkflow monitoringcommunication loggingclient communication
Soft Skills
written communicationorganizational skillsdetail-orientedfollow-up disciplinecalm under pressureprofessional demeanorproactive communicationclient-facing skillstime managementproblem-solving