Executive Assistant (Intake Specialist)

Job Title: Remote Executive Assistant Job Type: Independent Contractor, Full-time About the Role: A proactive and adaptable Executive Assistant to provide day-to-day support across client intake, administrative coordination, and selected marketing activities.

The role will initially focus on client intake and qualification, helping ensure potential clients are promptly assisted, basic eligibility criteria are reviewed, and qualified leads are properly documented and routed to the attorney.

As the working relationship develops, the EA will gradually take on additional responsibilities such as marketing coordination, content support, research, and general administrative tasks that help reduce the attorney's workload and keep the practice running efficiently.

The ideal candidate is empathetic, organized, resourceful, comfortable speaking with clients, and proactive about finding ways to make the attorney's day easier. Legal experience is helpful but not required, as training and processes will be provided.

Key Responsibilities

Client Intake & Qualification Answer and respond to incoming prospective-client calls in a professional and empathetic manner. Conduct initial intake conversations using the firm's established questions, guidelines, and qualification criteria.

Gather relevant information and identify potential red flags or qualification issues. Document intake details accurately in Lawmatics and maintain organized records. Provide the attorney with a clear summary and recommendation for follow-up when appropriate.

Follow up with prospective clients when needed and help minimize delays in the intake process. Administrative & Executive Support Provide general administrative support to help reduce the attorney's day-to-day workload. Manage recurring administrative tasks, follow-ups, and simple research assignments.

Help coordinate schedules, appointments, and other administrative needs as assigned. Identify opportunities to streamline repetitive tasks and improve w