Legal Support | Operations Management | Customer Service

Overview

Looking for full-time work (8 hours/day)

at $9.46/hour ($1,824.00/month)

Bachelors degree

Last Active

July 5th, 2026 (3 days ago)

Member Since

January 24th, 2018

Profile Description

Legal, Administrative & Client Support Virtual Assistant
Clio | Wealth Counsel | Legal Intake | Document Drafting | Case Management

3+ years of experience supporting U.S.-based estate planning law firm. Skilled in legal intake, drafting estate planning documents in Wealth Counsel, case management in Clio, legal research, and document proofreading.
Recognized for maintaining organized case files, improving intake accuracy, and supporting attorneys in delivering efficient service.

8+ years of experience supporting U.S.-based clients in high-volume service environments. Skilled in handling phone and email inquiries, managing bookings and reservations, resolving complaints, and coordinating with vendors to ensure smooth service delivery.
Recognized as "Kudos Queen" for turning irate and dissatisfied customers into satisfied clients, earning internal recognition for service excellence. Maintained strong KPI performance and high Customer Satisfaction (CSAT) scores

8+ years of experience supporting U.S.-based business owners and remote teams. Skilled in calendar and email management, research coordination, data organization, document preparation, and workflow tracking.
Recognized for maintaining highly accurate records, managing competing priorities with structure, and supporting daily operations to ensure consistent and efficient business performance.

5+ years of teaching experience both in structured classroom and online learning environments. Skilled in lesson planning, curriculum organization, student progress assessment, and performance reporting.
Awarded 5-Star Teacher recognition for upholding high instructional standards, achieving measurable student progress, and maintaining consistently positive feedback.

EDUCATION
Bachelor of Secondary Education Graduate | 2012
Licensed Professional Teacher | 2014

CORE EXPERTISE

Legal Support
• Estate Planning Document Drafting
• Client Intake and Case Setup
• Clio Case Management
• WealthCounsel Drafting
• Legal Research
• Proofreading and Document Review

Administrative & Operations Support
• Calendar and Email Management
• Workflow Organization
• Research and Data Management
• Grant Application Screening
• E-commerce Order Processing
• Inventory Monitoring
• Documentation and Record Keeping

Customer Service & Client Communication
• Phone and Email Support
• Handling Client Inquiries and Complaints
• Vendor and Partner Coordination
• Appointment Scheduling
• Booking and Reservation Management
• Maintaining Client Satisfaction

TECHNICAL SKILLS

Legal Systems: Clio, WealthCounsel
Administrative Tools: Google Workspace, Asana, Trello, Slack
Documentation: Microsoft Office, Canva
E-commerce: Shopify
Customer Support Tools: Email platforms, CRM systems