Job Description

We are seeking a detail-oriented Legal Executive Assistant to support a US-based law firm with daily administrative, financial, and client-facing operations. You will play a critical role in managing the client intake lifecycle and ensuring all case documentation is meticulously maintained. 

Key Responsibilities

• Handle PNC calls daily, selling paid strategy sessions and managing initial scheduling and invoicing.
• Confirm consultations by 3 PM the day before, collecting outstanding payments or removing unpaid appointments. 
• Prepare and send Retainer Agreements via MyCase, performing consistent follow-ups to ensure completion. +
• Process daily mail by scanning, saving to OneDrive, calendaring deadlines, and updating MyCase stages. 
• Manage financial tasks including weekly billing reconciliation, tracking payments in WF accounts, and recording transactions. 
• Prepare and send client questionnaires in MyCase and organize OneDrive folders for document uploads. 

Candidate Requirements

• Minimum 2 years of experience as a Legal EA or Intake Specialist supporting US-based law firms.
• Proven proficiency using MyCase (preferred) or similar legal case management software. 
• Strong experience in billing, payment collection, and financial reconciliation. 
• Exceptional English communication skills for handling sales calls and client follow-ups. 
• Advanced organizational skills with the ability to manage strict daily and weekly deadlines.

Job Tags

Similar Jobs