[Hiring] Legal Receptionist @Job Duck

Role Description

Join Job Duck as a Legal Receptionist – Client Relations, where you will be the welcoming voice and primary point of contact for prospective and existing clients. In this role, you will help create a positive client experience by:

• Responding to inquiries and qualifying new opportunities
• Coordinating appointments and supporting the onboarding process
• Communicating with professionalism, empathy, and confidence
• Contributing to the growth of the business while ensuring timely support and follow-through

This opportunity is ideal for a highly organized professional who enjoys building relationships, managing multiple priorities, and delivering exceptional service every day.

Monthly compensation range: 1015 USD to 1100 USD

Responsibilities include, but are not limited to:

• Collaborating with team members to ensure a seamless client experience from initial contact through onboarding and ongoing support
• Maintaining accurate records and documentation across client accounts and internal systems
• Maintaining a professional, empathetic, and solution-focused approach during client interactions
• Tracking communications and ensuring timely follow-through on all client inquiries
• Providing ongoing client follow-up regarding required documents and next steps
• Updating and managing client information accurately within the case management system
• Creating and maintaining client records in IRS Logics
• Delivering exceptional client service while maintaining confidentiality and accuracy
• Scheduling appointments and maintaining calendar coordination as needed
• Supporting existing virtual assistants with administrative and client service tasks
• Coordinating electronic signature requests and completion
• Collecting client documentation and required signed forms
• Returning all missed calls and voicemail messages on the same business day
• Scheduling same-day callbacks when the salesperson is unavailable
• Qualifying incoming leads and transferring qualified prospects directly to the salesperson
• Conducting welcome calls for newly onboarded clients
• Serving as the first point of contact for prospective and existing clients
• Answering and managing incoming calls through the company's Dialpad phone system

Qualifications

• Schedule: Monday through Friday, 9 AM to 6 PM PST
• Excellent spoken and written English required
• Previous experience in a law firm, accounting firm, tax services environment, customer service role, or client intake position preferred
• Comfortable managing a high volume of inbound and outbound calls
• Experience working with cloud-based phone systems, CRM platforms, and case management software
• Strong organizational, multitasking, and time management abilities
• Ability to maintain accurate records and documentation
• Commitment to same-day follow-up and client communication
• Ability to work independently while collaborating effectively with a remote team

Requirements

• Software and Tools: Dialpad, Microsoft 365, IRS Logics, CRM Systems, Electronic Signature Platforms

Company Description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!