Remote Executive Assistant for Client Intake & Growth

OptiNizers; Manila; Remote; PHP 300,000 - 540,000; Full time

Job summary

OptiNizers is seeking a proactive Remote Executive Assistant to support client intake, administrative coordination, and marketing tasks. The role begins with client intake and qualification, ensuring timely guidance and proper documentation, with training provided.

As familiarity grows, duties expand to marketing coordination, content support, research, and general admin to help reduce the attorney's workload and keep the practice running smoothly.

Qualifications

• Experience as an Executive/Administrative Assistant or intake specialist.
• Excellent verbal and written English communication.
• Comfortable speaking with clients and handling sensitive conversations with empathy.
• Strong organizational and follow-up skills.
• Willingness to learn new systems and work independently.

Responsibilities

• Answer and respond to prospective-client calls professionally.
• Conduct initial intake conversations using firm questions and criteria.
• Gather information and identify potential red flags or qualification issues.
• Document intake details in Lawmatics and maintain organized records.
• Provide the attorney with a clear summary and follow-up recommendations.
• Coordinate calendars and administrative tasks as assigned.
• Support marketing content and social media organization.

Skills

Client intake

Administrative coordination

Marketing support

Communication

Remote work

Tools

Lawmatics

Job description

OptiNizers is seeking a proactive Remote Executive Assistant to support client intake, administrative coordination, and marketing tasks. The role begins with client intake and qualification, ensuring timely guidance and proper documentation, with training provided.

As familiarity grows, duties expand to marketing coordination, content support, research, and general admin to help reduce the attorney's workload and keep the practice running smoothly.