Job Title: Client Communication Assistant

 

About the Company:

Our client is a dynamic and innovative firm focused on providing exceptional services to clients in the legal sector. They prioritize efficiency and clarity in communication, leveraging advanced technology to enhance their operations.

 

Job Description:

We are seeking a dedicated candidate to assist with client communication, data entry, and CRM management. This position involves ensuring smooth interactions with clients while maintaining accuracy and organization within case files.

 

Responsibilities:

• Ensure the accuracy and completeness of case files in the CRM.

• Enter new case information into CRMs (MyCase, FileVine, E-Immigration).

• Review and update case files daily.

• Upload and label client documents.

• Log all communications in the CRM.

• Track deadlines and important events using Google Calendar.

• Use Google Workspace to manage case-related information.

• Ensure compliance with the Three Points of Contact communication method.

• Serve as the main point of contact for clients.

• Confirm deadlines, appointments, and document requirements with clients.

• Assist clients with navigating the client portal.

• Send follow-up messages to confirm receipt of documents and instructions.

• Document all communications in the CRM.

• Help clients understand required documents and their importance.

• Escalate urgent matters to the case worker or attorney.

• Utilize ChatGPT and other AI tools for efficiency.

• Draft follow-up messages and summarize client documents.

• Organize case timelines and research general information as needed.

• Check work for clarity and accuracy before communication.

 

Required Experience and Qualifications:

• Comfortable with Google Workspace (Gmail, Google Calendar, Google Docs, Google Sheets, Google Drive).

• Ability to learn and work in MyCase, FileVine, and/or e-Immigration (training provided).

• Basic understanding of AI tools like ChatGPT in a work setting.

• Strong written and verbal communication skills in English (Spanish is a plus).

• Detail-oriented and organized.

 

Preferred Skills:

• Previous legal, administrative, or customer service experience is preferred but not required.

 

Personality:

• Tech-comfortable and detail-oriented.

• Fast learner with strong client interaction skills.

• Professional phone manner and effective communication abilities.

 

Software & Tools:

• Google Workspace (Gmail, Google Drive, Google Docs, Google Sheets, Google Calendar)

• MyCase, FileVine, E-Immigration (training provided)

 

English Level:

• C2

 

Schedule:

• Starting as a part time position from 10 AM to 3 PM during the probation period, transitioning to 10 AM to 6 PM EST.

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.