What are the responsibilities and job description for the Administrative Legal Assistant position at Konare Law?
Job Description
Job Description
Salary : $20-$23
o Prepare retainers for new and current clients based on the pricing quoted by the Quoting Specialist.
o Schedule and facilitate meetings (both in person and virtual) to review and sign retainers with clients.
o Manage retainer documentation, ensuring all supporting documents are gathered and completed, including signature pages.
o Coordinate and schedule fingerprint appointments for retained clients.
o Create and update matters in the firms case management system (AS) after a client retains.
o Upload retainer documents and create client-specific folders in the shared drive (SP).
o Send a Welcome email to new clients who have retained, ensuring they have all necessary information and next steps.
o Create and send client bio sheets to the legal team after retainer signing.
o Maintain and update the retained client list and generate reports for leadership.
o Assign retained cases to the appropriate legal team members and ensure the matter progresses through the necessary stages.
o Provide clients with a copy of their signed retainer, along with any necessary forms (e.g., fingerprint forms, general checklist, etc.).
o Ensure retention and onboarding documents are properly filed and stored in physical and digital formats.
o Track and update reports, including the retention report and consultation report.
o Collaborate with the Retention Lead to address any issues with client onboarding or retention.
o Cross train to support with quoting when needed.
o Collaborate with department necessities.
- Employer reserves the right to modify job duties as needed
Salary : $20 - $23
