Remote Estate Planning EA: Growth & Impact

Cherry Assistant LLC; South Africa; A distancia; ZAR 78.000 - 145.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Fully remote work

Training and onboarding support

Growth potential to full-time

Long-term stability

Direct collaboration with firm owner

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Legal experience

Client communication

Workflow management

Attention to detail

Discretion with confidential info

Herramientas

Clio Grow

Gavel/HotDocs

Trello

Google Workspace

Canva/AI design tools

Descripción del empleo

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.