Key skills
VoIPCommunicationProblem SolvingTime Management
About this role
Role Overview
- Support a well established estate planning and probate practice.
- Manage intake, scheduling, and ongoing client coordination.
- Ensure communication flows smoothly and clients feel supported throughout sensitive legal processes.
- Collaborate with a team to maintain efficiency and consistency across operations.
Requirements
- Location: Florida, EST
- Practice areas: Estate Planning, Guardianship, Probate
- Working hours: 08:30 a.m. to 05:30 p.m.
- Monday through Friday
- Software tools Clio Grow and Clio Manage, GoTo (VoIP system)
- Strong client communication, client interaction sand interpersonal skills
- High attention to detail and accuracy in documentation
- Ability to follow processes and instructions consistently
- Strong organizational and time management skills
- Ability to build rapport with clients and maintain professional relationships
- Efficiency and follow-through in task execution
- Problem solving mindset with ability to work independently
- Adaptability in a fast paced legal environment
- Professional and courteous communication style
- Reliability and accountability in daily responsibilities
Tech Stack
- VoIP
Benefits
- Competitive salary.
- Paid Time Off.
- 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.