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

• Manage incoming leads from marketing channels

• Track all inquiries within the

• 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

• 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

• 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

• Review incoming emails and identify messages requiring attention

• Flag emails that require responses or follow-up

• Maintain notes or reminders regarding email tasks

• Help the attorney stay organized by surfacing priority communications

• (The role does not necessarily require replying to emails directly but may evolve depending on workflow.)

• Assist with

• Set up bulk email messages using provided content

• Support the setup of automated email communications within the CRM

• Utilize AI tools where helpful to generate simple email drafts or templates

• (This role does not require advanced marketing or social media management.)

• Preferred experience with:

•

- highly preferred

• Microsoft Office Suite

• Excel

• Word

• PDF document management

• Nice to have:

• CRM management experience

• Email automation tools

• AI tools for drafting communications

• We are looking for someone who is:

•

• Organized and detail-oriented

• Comfortable managing leads and business inquiries

• Able to track multiple follow-ups and maintain structured workflows

• Resourceful and capable of identifying opportunities to improve processes

• Professional and confident communicating with potential clients

• Able to work independently with minimal supervision

• The client is specifically seeking someone who can

• The law practice focuses on two primary areas:

•

• Corporate legal advisory

• Commercial transactions

• Strategic legal guidance for companies across industries

•

• Employment-based visas

• Investment immigration pathways

• Physician and healthcare immigration programs

• Work visas and permanent residency applications

• The assistant will primarily support

• This role is intended to be

• Preferred schedule:

•