** IMPORTANT ** WATCH THIS QUICK LOOM VIDEO ON HOW TO GET HIRED: https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0 C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT. " PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH" Job Title : Legal Virtual Assistant – Estate Planning Focus Job ID : JORNIC2 Industry : Legal Location : LATAM / PH Hours : Monday-Friday, 9 AM - 5 PM Pacific Time Pay rate : $1000 - $1500/month (Up to $1700 for exceptional candidates) Target Start : ASAP About the Client The client is a trusted estate planning, probate, and trust administration law firm dedicated to helping families protect their legacy and secure their future. With a compassionate and personalized approach, the client empowers individuals to make informed decisions about their assets, healthcare, and loved ones. Rooted in integrity and education, the client is committed to making estate planning accessible and stress-free for all. Key Responsibilities Client Intake & Communication - Professionally handle inbound and outbound client calls using Dialpad - Follow up with clients pre-appointment to confirm attendance and preparation - Onboard new clients: send welcome emails, engagement letters, and intake forms - Monitor inbox and respond to standard client inquiries - Track referral sources and intake progress using Clio Grow (or similar CRM) Document & Case Administration - Upload, organize, and manage digital case files - Send, track, and follow up on documents using e-signature platforms and client portals - Prepare standard legal documents using templates or automation tools - Maintain drafting checklists and update retainer and engagement letters - Keep case status, deadlines, and files organized through a legal CRM Calendar & Scheduling - Manage team and client calendars via Outlook - Book meetings and send confirmations or reminders - Reschedule and coordinate appointments with minimal conflicts General Administrative Tasks - Draft and send templated client communications for review - Assist with basic invoicing, client folder creation, and operational admin tasks - Maintain organized digital filing systems - Support internal team by following procedures and updating case progress consistently Required Skills & Qualifications - Proven experience supporting estate planning legal services - Strong organizational and multitasking skills - Excellent written and spoken English; clear and professional communicator - Comfortable with technology and learning new software systems - Detail-oriented with a systems-thinking mindset - Ability to follow established processes and repeatable workflows - Proficient with Office 365 (Word, Excel, Outlook) Preferred Qualifications - Experience using Clio (or similar legal practice management software) - Background in a law firm, legal services, or professional services environment - Familiarity with document automation tools - Prior experience as a virtual assistant, executive assistant, or legal admin This Role is Ideal For Someone Who: - Has worked in estate planning and understands the structure and flow of client files - Can manage high volumes of admin tasks without sacrificing accuracy - Enjoys working behind the scenes to keep processes running smoothly - Communicates with clients in a respectful, warm, and confident manner - Is proactive, reliable, and thrives in a remote work environment