Consultation Appointment Specialist

Summary

Join our team as a Consultation Appointment Specialist and make outbound calls to schedule legal consultations for multiple attorneys. You will work in a centralized team focused on converting leads through structured outreach. This role may expand to include advanced legal virtual assistant support, such as case coordination and administrative tasks. Responsibilities include making outbound calls, scheduling appointments across multiple calendars and time zones, following up with leads, documenting lead activity, identifying and escalating issues, collaborating with team members, and supporting basic administrative tasks. The ideal candidate has 5-8 years of experience as a Virtual Assistant or in executive support, strong communication skills, and proficiency in tools like Slack, Notion, Trello, and Calendly. We seek a proactive, organized, detail-oriented, and critical thinker who is a strong communicator and collaborator.

Requirements

• At least 5-8 years as a Virtual Assistant or in executive support
• Strong written and verbal English communication skills
• Skilled in tools like Slack, Notion, Trello, and Calendly
• A strong communicator who can work with diverse stakeholders

Responsibilities

• Make outbound calls to potential clients, guiding them through the intake process and scheduling consultations
• Scheduling appointments across multiple attorney calendars and time zones
• Follow up with leads to ensure engagement and maximize consultation conversion rates
• Accurately document lead activity and status updates in CRM and tracking tools
• Identify and escalate potential issues that could delay or impact the consultation process
• Collaborate with internal team members to ensure smooth handoffs and clear communication
• Support basic administrative and coordination tasks related to scheduling and intake

Preferred Qualifications

• Proactive, organized, and resourceful
• Detail-oriented and handles confidential information with care
• A critical thinker who works well independently without micromanagement
• Able to anticipate needs before being asked
• A collaborator with a growth mindset and a passion for continuous improvement