Virtual Assistant

Summary

Join ConnectOS, a top-rated Philippines employer and Great Place to Work certified company! This Office Assistant position supports a legal team specializing in estate planning, elder law, business formation, and probate. You will manage client communications, schedule meetings, maintain documents in various systems (Zoho, Practice Panther, Office 365), and handle administrative tasks. The role requires at least four years of experience as an office assistant, preferably in a legal setting. Strong organizational skills, excellent communication, and discretion are essential. ConnectOS offers a competitive monthly salary.

Requirements

• Minimum of 4 years of experience as Office Assistant, Admin preferably in Legal or Law Firm space
• Strong organizational skills with meticulous attention to detail
• Excellent written and verbal communication skills
• Discretion in handling confidential and sensitive information
• Adaptability and a proactive approach to problem-solving

Responsibilities

• Handle phone call etiquette and manage messages for legal team members
• Check and respond to emails as they come in and three times a day
• Schedule and manage Zoom meetings, including reviewing clients’ computer adequacy
• Maintain confidentiality and handle client communications with utmost professionalism
• Set up new clients in Zoho for automatic emails, Practice Panther and Office 365
• Use Zoho for email marketing, birthday emails, and reviewing all client emails
• Utilize Practice Panther for note-keeping and managing appointments
• Store and manage documents in Office 365, advising on stored content including old client files
• Draft deeds and manage document filing using HotDocs and Simplifile
• Start workflows in Practice Panther for estate planning (EP) and probate processes
• Review and follow probate workflows, including inventory process and publication
• Enter notes for meetings in Practice Panther/Trello
• Enter information into system for putting scans into maintenance program (CCM)
• Send emails to new CCM members with welcome note
• Converting Decision Vault to Remarkable
• Order and check supplies, including binders and office supplies
• Manage Wealth Docs client input and make changes as needed
• Maintain cleanliness of the virtual office space and manage organizational tasks

Preferred Qualifications

• Proficient in using CRM tools
• Well experienced in using Legal Software tools

Benefits

P43,00 (Monthly Package)