Remote Virtual Assistant

Summary

Join The Matian Firm as a Client Intake Virtual Assistant and be the first point of contact with prospective clients, screening leads and obtaining case details. This role requires strong customer service skills and business development orientation.

Requirements

• Must be bilingual (English/Spanish) with written and verbal proficiency
• At least 2 years of experience doing intake, preferably in the legal field preferred but not required
• Great interpersonal skills, extending patience when working with individuals and proactive when issues arise
• Ability to maintain several responsibilities at once and time-management skills, prioritizing high- and low-level demands adequately

Responsibilities

• Handling inbound phone calls, setting appointments, and screening prospective clients before scheduling an attorney-client consultation
• Track and monitor potential new client inquiries and leads (email, internal, and phone referrals)
• Assists with answering customer inquiries and problems by routing customer to the proper contact and/or department
• Accurately log client information in our software database system
• Assist attorneys with administrative tasks related to opening new cases and maintaining databases
• Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets