Virtual Legal Assistant at Treantly. About the Organization. The Client is a U.S.-based law firm specializing in immigration and business law. The firm supports individuals and businesses through structured legal processes, documentation, and client coordination.. The owner is seeking a long-term Virtual Assistant who can provide reliable administrative support and take initiative in day-to-day operations.. Role Overview. This is not a high-volume call center role. Instead, this position focuses on organized client follow-ups, CRM management, document coordination, and supporting the owner and paralegals to ensure smooth workflow.. The ideal candidate is proactive, detail-oriented, and comfortable managing communications through GoHighLevel while keeping everything organized and up to date.. Key Responsibilities:. Manage incoming and outgoing calls and text messages through GoHighLevel. Follow up with new leads and update CRM notes accurately. Send engagement letters and client checklists as needed. Keep client records organized and complete. Provide regular updates to the owner regarding client activity. Coordinate with paralegals for minor administrative tasks (e.g., sending FedEx labels, preparing checklists). Ensure no leads or tasks fall through the cracks. Must-Have Qualifications:. Previous experience as a Virtual Assistant or Administrative Assistant. Strong English communication skills (verbal and written). Experience using CRM systems (GoHighLevel experience is a strong advantage). Highly organized with strong attention to detail. Able to work independently and take initiative. Ideal Candidate Profile:. Proactive and anticipates needs without constant instruction. Follows up consistently and keeps tasks moving. Calm, professional, and confident when speaking with clients. Interested in long-term stability and growth. Company Location: Philippines.
Virtual Legal Assistant at Treantly