About the role
- Managing intake, scheduling, and follow-up communication (in English and Spanish).
- Support daily operations in Clio Manage/Grow, including data entry, document organization, and task management.
- Handle client onboarding, phone calls (via RingCentral), and general administrative support.
- Prepare and file basic business formation documents and nonprofit filings using provided templates.
- Develop and refine workflows, systems, and standard operating procedures (SOPs) to improve efficiency.
- Monitor client progress and ensure a consistent, professional, and personable client experience.
- Collaborate directly with the attorney to organize tasks, prioritize work, and help grow the firm’s operations.
Requirements
- Fluent in Spanish with strong written and verbal communication skills.
- Experience with Clio Manage/Grow or other case/client management software; tech-savvy and able to quickly learn new systems.
- Strong organizational skills, detail-oriented, and capable of managing multiple tasks independently.
- Comfortable handling client-facing communications with a friendly and professional demeanor.
- Experience with basic document preparation, data entry, and administrative support.
- Ability to create and optimize workflows, processes, and SOPs.
- Reliable, self-motivated, and collaborative, able to work effectively in a growing virtual firm environment.
- Prior experience in business formation or nonprofit filings is a plus but not required.
- - Business hour availability
- - Reliable home internet and computer
- - Remote work experience preferred
- Compensated a 1099 independent contractor
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data entrydocument preparationtask managementworkflow optimizationstandard operating proceduresbusiness formationnonprofit filings
Soft skills
bilingual communicationorganizational skillsdetail-orientedclient-facing communicationreliableself-motivatedcollaborative