Original listing text, shown exactly as published by the company.
Key Responsibilities
Lead Intake & CRM Management
- Manage incoming leads from marketing channels
- Track all inquiries within the CRM (GoHighLevel)
- Ensure leads are properly categorized and updated
- Collect initial information from prospective clients regarding:
- Type of legal matter
- Immigration or business services required
- Schedule consultations between the attorney and prospective clients
- Maintain accurate CRM records and lead history
- Track consultation outcomes and update lead status accordingly
Client Communication & Follow-Up
- Follow up with prospective clients through:
- Email
- Text
- Phone (when needed)
- Maintain structured follow-up timelines for leads
- Confirm appointments and ensure clients have required information before consultations
- Track whether leads convert into clients and update CRM accordingly
Administrative & Executive Support
- Manage meeting scheduling and calendar coordination
- Organize client-related communications and reminders
- Maintain internal notes regarding pending tasks or client follow-ups
- Support administrative organization of the practice
Inbox Monitoring & Task Coordination
- Review incoming emails and identify messages requiring attention
- Flag emails that require responses or follow-up
- Maintain notes or reminders regarding email tasks
- Help the attorney stay organized by surfacing priority communications
- (The role does not necessarily require replying to emails directly but may evolve depending on workflow.)
Marketing & Email Campaign Support
- Assist with mass email campaigns
- Set up bulk email messages using provided content
- Support the setup of automated email communications within the CRM
- Utilize AI tools where helpful to generate simple email drafts or templates
- (This role does not require advanced marketing or social media management.)
Tools & Systems
- Preferred experience with:
- GoHighLevel (CRM) – highly preferred
- Microsoft Office Suite
- Excel
- Word
- PDF document management
- Nice to have:
- CRM management experience
- Email automation tools
- AI tools for drafting communications
Ideal Candidate Profile
- We are looking for someone who is:
- Highly proactive and self-driven
- Organized and detail-oriented
- Comfortable managing leads and business inquiries
- Able to track multiple follow-ups and maintain structured workflows
- Resourceful and capable of identifying opportunities to improve processes
- Professional and confident communicating with potential clients
- Able to work independently with minimal supervision
- The client is specifically seeking someone who can think critically, use common sense, and proactively identify ways to support the business beyond basic task execution.
Industry Context
- The law practice focuses on two primary areas:
- Business Law
- Corporate legal advisory
- Commercial transactions
- Strategic legal guidance for companies across industries
- Immigration Law
- Employment-based visas
- Investment immigration pathways
- Physician and healthcare immigration programs
- Work visas and permanent residency applications
- The assistant will primarily support client intake, lead management, and administrative coordination related to these services.
Long-Term Opportunity
- This role is intended to be long-term and may expand as the firm continues to grow. Over time, the assistant may take on additional responsibilities as processes become more streamlined.
Working Hours
- Full-Time
- Preferred schedule:…
