Generating, printing, mailing, scanning, and organizing documents in client folders
Updating clients on the status of their accounts via email or text
Entering and maintaining accurate client data in Simplicity Collect
Maintaining continuity of internal processes
Keeping the Manager on track by clarifying next steps and tracking action items
Booking travel and hotels as needed
Supporting day to day administrative and project management tasks to ensure work moves forward efficiently
Following structured templates and standardized processes for legal and administrative documentation
Tracking case production and flagging stalled items
Handling sensitive legal and financial information with strict confidentiality

Detail-oriented and thorough, with a strong habit of checking your work
Highly organized, driven, and process-oriented
Proactive and able to take initiative without constant direction
Assertive and confident in suggesting improved systems or better ways of doing things
Logical thinker who appreciates analytical and structured work
Able to learn through examples and then execute independently
Clear and open communicator who is comfortable working with an analytical and results-focused manager
Calm and steady, especially when priorities shift or feedback is direct
Accountable and dependable, with strong follow-through
Friendly and professional demeanor in client communication
Emotionally resilient and comfortable working in an environment with direct, blunt, and straightforward communication
High level of discretion and integrity when handling confidential information
Comfortable working within structured, compliance-sensitive processes
You must be tech savvy and quick to pick up new tools and software
Experience with the following tools is a plus! Microsoft Office, HighRise HQ by Basecamp, Simplicity Collect

Virtual Assistant

Key skills