Job Description
Client Communication: Serve as the primary point of contact for clients, conducting reminder calls. Provide clear, timely updates and gather necessary information at the direction of attorneys and paralegals. Assist clients with accessing and navigating portals, offering guidance and troubleshooting.
Administrative Support: Assist paralegals with estate planning document preparation and amendments. Review scanned documents for accuracy and report discrepancies. Perform data entry tasks as needed.
Workflow Management: Handle rescheduling based on client readiness and workflow needs. Manage and schedule client meetings using Zoho CRM, Acuity, Zoho Bookings, and Google Calendar. Ensure Zoho CRM pipelines move properly and notify the team of any issues.
About Job Duck
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential.