Executive Virtual Assistant (CRM, Lead Management & Administrative Support – Leg

Position Overview We are seeking a highly proactive Executive Virtual Assistant to support a growing law practice specializing in Business Law and Immigration Law . The firm advises companies, investors, healthcare organizations, and individuals on corporate legal matters and employment-based immigration pathways.

The role will support the attorney with lead management, CRM updates, administrative coordination, and operational support to ensure client inquiries and business development opportunities are handled efficiently. The ideal candidate is resourceful, proactive, and solution-oriented .

Rather than simply executing instructions, this person should be able to anticipate needs, organize workflows, and suggest improvements that help the firm operate more efficiently.

Key Responsibilities

Lead Intake & CRM Management Manage incoming leads from marketing channels Track all inquiries within the CRM (GoHighLevel) Ensure leads are properly categorized and updated Collect initial information from prospective clients regarding: Type of legal matter Immigration or business services required Schedule consultations between the attorney and prospective clients Maintain accurate CRM records and lead history Track consultation outcomes and update lead status accordingly Client Communication & Follow-Up Follow up with prospective clients through: Email Text Phone (when needed) Maintain structured follow-up timelines for leads Confirm appointments and ensure clients have required information before consultations Track whether leads convert into clients and update CRM accordingly Administrative & Executive Support Manage meeting scheduling and calendar coordination Organize client-related communications and reminders Maintain internal notes regarding pending tasks or client follow-ups Support administrative organization of the practice Inbox Monitoring & Task Coordination Review incoming emails and identify messages requiring attention Flag emails that require responses or foll