Crisp Recruit - Legal Assistant
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Requirements
• Administrative Experience: Prior experience in a legal or administrative role preferred, particularly within trusts/estates. • Attention to Detail: High level of accuracy and thoroughness in handling documents and data entry tasks. • Attention to Detail: • Communication Skills: Excellent written and verbal communication skills, suitable for client interactions and team collaboration. • Client Communication (Selective): May include limited client follow-up calls (missing info / probate follow-ups). Communication must be polished and professional so clients feel they are speaking with a seamless extension of the office team. • Client Communication (Selective): • Tech Proficiency: Familiarity with Microsoft Office 365 and Microsoft Teams; comfortable learning new cloud-based platforms. • Tech Proficiency: • Proactive Approach: Ability to ask questions and seek clarification when tasks are not clear; strong problem-solving skills. • Proactive Approach: • Schedule: Target overlap is 11:00 AM–7:00 PM Eastern Time, with flexibility depending on workload and whether client follow-ups are required. • Schedule:
Responsibilities
• Administrative Support: Provide comprehensive support for the firm’s trusts, estates, and probate practice, ensuring smooth operational workflows. • Administrative Support: • Data Management: Handle data entry tasks related to client asset information, utilizing cloud-based templates and platforms. • Data Management: • Document Preparation: Prepare and complete forms for financial institutions and estate documents, maintaining accuracy and timeliness. • Document Preparation: • Client Information Gathering: Follow up with clients to collect any missing information or documentation, ensuring file completeness. • Client Information Gathering: • Process Improvement: Adhere to existing procedures and contribute suggestions to improve firm operations, leading to enhanced client services. • Process Improvement: • Collaboration: Work closely with Lisa and the legal team to redistribute responsibilities, optimizing efficiency and productivity. • Collaboration:
Benefits
• Professional Growth: Join a firm that invests in your professional development through structured onboarding and training opportunities. • Professional Growth: • Impactful Work: Contribute to meaningful legal processes that significantly affect clients during life-changing events. • Impactful Work: • Collaborative Environment: Work directly with firm leaders, experiencing the benefits of teamwork and open communication. • Collaborative Environment: • Dynamic Culture: Be part of a laid-back yet professional culture that values proactive communication and efficiency. • Dynamic Culture: • Compensation & Workload (Global Stipend Role) • Compensation: This role is paid as a monthly stipend (approximately $1,200/month), paid directly by the firm. • Workload: Work is task-load driven and may fluctuate week to week; plan for approximately 20–40 hours/week depending on workload. • Workload: • Flexible Schedule: Enjoy a work schedule that accommodates life’s demands while ensuring overlap with the U.S. Eastern Time zone. • Flexible Schedule: • Remote Work: Operate remotely, with the support and structure of a well-integrated communication platform. • Remote Work: • Professional Development: Access to ongoing training materials, including video resources and comprehensive documentation. • Professional Development:
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