Executive Legal Assistant

Summary

Join ConnectOS, a top-rated Philippines employer, and work as a Legal Assistant for a boutique estate planning law firm. This home-based position offers a competitive salary (P70,000-P80,000 monthly gross package) and comprehensive benefits. You will be responsible for data entry, document drafting and preparation using CLIO and WealthCounsel software, client and attorney support, and administrative duties. Prior experience as a legal assistant, preferably in estate planning or probate law, is required, along with proficiency in legal software and strong communication and organizational skills. Enjoy benefits such as medical, dental, and life insurance from day one, paid vacation and sick leave, a financial assistance program, and regular company events.

Requirements

• Have prior experience as a legal assistant, preferably in estate planning or probate law
• Be proficient in using CLIO and WealthCounsel software or similar legal technology
• Possess strong computer skills, including Microsoft Office Suite
• Demonstrate the ability to handle sensitive client information with accuracy and confidentiality
• Have excellent verbal and written communication skills
• Be able to professionally interact with clients, team members, and other stakeholders
• Have strong time management and multitasking abilities
• Have the capacity to manage multiple cases and deadlines effectively

Responsibilities

• Accurately enter client information and case details into CLIO legal software
• Maintain up-to-date and organized digital client files in compliance with firm policies
• Use WealthCounsel software to draft estate planning documents, including wills, trusts, powers of attorney, and other related legal forms
• Assemble comprehensive estate plans for clients, ensuring accuracy and adherence to firm standards
• Coordinate with attorneys to ensure the timely preparation and review of documents
• Serve as a point of contact for clients regarding document status and basic inquiries
• Schedule appointments and maintain the firm’s calendar
• Prepare and organize files for meetings and court appearances
• Assist with tracking and managing deadlines for filings and other key tasks
• Work closely with attorney to ensure seamless workflow and case management
• Collaborate with team members to optimize processes and improve efficiency

Benefits

• Home-Based
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities