Legal Executive Assistant

Cherry Assistant LLC; South Africa; Remote; ZAR 78,000 - 145,000; Part time

Benefits offered by this job

Fully remote work

Training and onboarding support

Growth potential to full-time

Long-term stability

Direct collaboration with firm owner

Job summary

Cherry Assistant LLC is seeking a Legal Executive Assistant for a solo law firm in estate planning and probate. This part-time remote role supports a US-based client, focusing on intake coordination, client communications, document automation, and light content posting.

The ideal candidate is proactive, detail-oriented, tech-savvy, and an exceptional communicator with a growth mindset. Experience with Clio Grow, Gavel/HotDocs, Trello, and Google Workspace is a plus.

Qualifications

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

Responsibilities

• Manage the new client intake pipeline in the CRM; collect missing information and keep records current.
• Coordinate client communications via email and messaging; handle routine FAQs professionally.
• Prepare estate planning documents using templates and stage drafts for attorney review.
• Support probate/succession data entry and generate first-pass forms.
• QC and proofread documents; apply file-naming conventions and version control.
• Schedule client signings and appointments; manage calendars and reminders.
• Maintain Trello boards and provide daily status updates.
• Create SOPs, checklists, and Loom/video guides for processes.
• Distribute content to social channels and handle posting/scheduling.
• Coordinate light local SEO tasks when possible.

Skills

Legal experience

Client communication

Workflow management

Attention to detail

Discretion with confidential info

Tools

Clio Grow

Gavel/HotDocs

Trello

Google Workspace

Canva/AI design tools

Job description

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