Key skills
CommunicationTime Management
About this role
Role Overview
- Label and organize documents according to established procedures.
- Create, organize, and maintain complete and accurate case files in Filevine.
- Gather all required client information and supporting documentation.
- Conduct onboarding calls with new clients and clearly explain next steps and expectations.
- Escalate issues or missing information promptly to the appropriate team.
- Provide clean, thorough handoffs to the paralegal team.
- Ensure onboarding tasks are completed within required timeframes.
- Send Letters of Representation and requests for police reports or photos.
Requirements
- Clear and professional verbal and written communication.
- Strong organizational and documentation skills.
- High attention to detail and accuracy.
- Process driven mindset with ability to follow SOPs and checklists.
- Accountability and strong follow through on tasks.
- Ability to balance empathy with direct, efficient conversations.
- Coachable attitude with openness to continuous feedback.
- Time management and task prioritization.
Benefits
- Competitive salary.
- Paid Time Off.
- Annual bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.