Legal Executive Assistant

Cherry Assistant LLC; United States; Remote; USD 4,700 - 8,800; Part time

Benefits offered by this job

Fully remote

Growth potential

Long-term stability

Direct collaboration with firm owner

Job summary

Cherry Assistant LLC seeks a part-time Legal Executive Assistant for a remote, US-based client. The role focuses on intake coordination, client communications, document automation, and light content posting.

Ideal candidates are proactive, detail-oriented, tech-savvy, and strong communicators with a growth mindset. Responsibilities include managing the intake pipeline in Clio Grow, preparing estate planning documents, tracking tasks in Trello, and supporting probate or succession matters.

Qualifications

• 2+ years of experience as a Legal Assistant or EA in a law firm or legal services.
• Strong client-facing communication in English, written and spoken.
• Experience with document templates and automation, detail oriented.
• Ability to manage multiple priorities and follow defined workflows.
• Discretion handling confidential client information.

Responsibilities

• Manage client intake pipeline in CRM, keep records current.
• Coordinate client communications via email and messaging.
• Prepare estate planning documents using templates and stage drafts.
• Enter data into document automation tools and generate forms.
• QC and proofread documents; manage file naming and version control.
• Schedule signings and appointments; manage calendars and reminders.
• Maintain Trello boards; provide daily status updates.
• Create SOPs, checklists, and Loom/video guides.
• Distribute content to social channels; basic posting and scheduling.
• Coordinate light local SEO tasks with vendors.

Skills

Legal experience

Client communication

Document templates

Workflow management

Tools

Clio Grow

Gavel/AYLA

HotDocs

Trello

Google Workspace

Job description

Overview:

We are hiring a Legal Executive Assistant for a solo law firm in the Legal Services (Estate Planning & Probate) industry.

This is a Part-Time remote role for a US-based client. The role is focused on intake coordination, client communications, document automation and preparation, task tracking, and light content posting.

The ideal candidate is proactive, detail-oriented, tech-savvy, and an exceptional communicator with a growth mindset.

Key Responsibilities:

• Manage the new client intake pipeline in the CRM (e.g., Clio Grow): collect missing information, follow up with prospects/clients, and keep records current
• Coordinate client communications via email and messaging; handle routine FAQs and information requests with professionalism
• Prepare estate planning documents using templates (e.g., Gavel): populate data, organize files/folders, and stage drafts for attorney review
• Support probate/succession matters with accurate data entry into document automation tools (e.g., HotDocs/AYLA) and generate first-pass forms
• QC and proofread documents for grammar, formatting, and consistency; apply file-naming conventions and version control
• Schedule client signings and appointments; manage calendars, confirmations, and reminders
• Maintain task boards and workflows in Trello; provide a morning brief and daily status updates
• Create and improve SOPs, checklists, and simple Loom/video guides to document processes
• Distribute provided content to social channels (e.g., Facebook, YouTube, etc.); handle basic posting and scheduling
• Coordinate light local SEO tasks (nice-to-have), such as updating business listings or collaborating with external vendors

Required Qualifications:

• 2+ years of experience as a Legal Assistant, Executive Assistant, or similar role in a law firm or legal services environment
• Strong client-facing communication skills with clear, articulate spoken and written English
• Proven experience with document templates/automation and meticulous attention to detail
• Ability to manage multiple priorities, meet deadlines, and follow structured workflows
• High level of discretion and professionalism handling confidential client information

Preferred Qualifications:

• Experience in estate planning and/or probate/succession processes
• Prior work supporting a solo attorney or small firm, owning end-to-end administrative workflows
• Familiarity with Louisiana succession terminology and forms (nice-to-have)
• Experience creating SOPs, checklists, and simple training resources

Required Skills & Tools:

• Clio Manage and/or Clio Grow (or similar legal CRM/Practice Management tools)
• Gavel and/or HotDocs-based systems (e.g., AYLA) for document automation (or willingness to learn quickly)
• Trello (or similar task/project management tools)
• Google Workspace or Microsoft Office (Docs/Word, Sheets/Excel)
• Social media platforms for basic content posting; familiarity with Canva or AI design tools is a plus

Schedule & Pay:

• Part-Time position ; core working hours 7:30 AM – 11:30 AM Central Time , Monday–Friday (with some flexibility)
• Fully remote role for a United States based client
• Pay ranges from ZAR 7,000 to ZAR 13,000 per month , depending on experience
• Includes training support, growth potential (path to full-time over time), and long-term stability

System Requirements:

• Internet speed of at least 20 Mbps upload and download
• Computer with a 2.4 GHz processor or higher
• 8 GB of RAM or higher
• Windows 10 or newer, or Mac OS X 10.10 or newer
• HD 720p webcam
• Headset with microphone

Benefits:

• Competitive pay rates
• Consistent hours and predictable workload
• Fully remote work with long-term potential
• Direct collaboration with the firm owner, making a real impact
• Supportive and inclusive work environment
• Opportunity to grow alongside a boutique legal practice