Companies Treantly Virtual Legal Assistant

About the role

Treantly

About the Organization

The Client is a U.S.-based law firm specializing in immigration and business law. The firm supports individuals and businesses through structured legal processes, documentation, and client coordination.
The owner is seeking a long-term Virtual Assistant who can provide reliable administrative support and take initiative in day-to-day operations.

Role Overview
This is not a high-volume call center role. Instead, this position focuses on organized client follow-ups, CRM management, document coordination, and supporting the owner and paralegals to ensure smooth workflow.
The ideal candidate is proactive, detail-oriented, and comfortable managing communications through GoHighLevel while keeping everything organized and up to date.

Key Responsibilities:

  • Manage incoming and outgoing calls and text messages through GoHighLevel
  • Follow up with new leads and update CRM notes accurately
  • Send engagement letters and client checklists as needed
  • Keep client records organized and complete
  • Provide regular updates to the owner regarding client activity
  • Coordinate with paralegals for minor administrative tasks (e.g., sending FedEx labels, preparing checklists)
  • Ensure no leads or tasks fall through the cracks

Requirements

Must-Have Qualifications:

  • Previous experience as a Virtual Assistant or Administrative Assistant
  • Strong English communication skills (verbal and written)
  • Experience using CRM systems (GoHighLevel experience is a strong advantage)
  • Highly organized with strong attention to detail
  • Able to work independently and take initiative

Ideal Candidate Profile:

  • Proactive and anticipates needs without constant instruction
  • Follows up consistently and keeps tasks moving
  • Calm, professional, and confident when speaking with clients
  • Interested in long-term stability and growth

Benefits

  • Opportunities for growth and advancement
  • Competitive compensation package, including HMO
  • Paid time off, including US holidays and vacation
  • Full-time
  • Remote (Philippines-based)
Ready to apply to Treantly?
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