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Makati City

    Mid-Level to Low Senior Virtual Assistant - Makati, Pilipinas - MCVO Talent Outsourcing Services

    MCVO Talent Outsourcing Services
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    Paglalarawan

    Task Descriptions include the following. Other duties may be assigned.

  • Rename documents according to our naming conventions;
  • Organize documents in accordance with our file hierarchy and organization protocols;
  • Monitor multiple email inboxes: "triage" emails according to urgency, provide appropriate responses as directed by supervisor;
  • Calendar management including scheduling/confirming meetings, assisting the Lawyer with task scheduling throughout the day.
  • Utilize various software as follows:
  • Trigger automated email campaigns;
  • Review incoming documents for basic compliance with our information management protocols;
  • Organize and track incoming/outgoing documents, compile summaries of information collected and information missing;
  • Submit drafted court documents (online);
  • Draft Word documents and Excel tables from existing templates, using data provided by clients;
  • Review Canadian financial statements and tax documents for basic information (no prior knowledge of Canadian banking or tax documents is required, training will be provided);
  • Email clients and other relevant parties using both pre-written scripts as well as "custom" emails that you will draft;
  • Obtain Land Title Certificates using the client's street address or the legal description of the property (training provided); and
  • Post payable invoices and other necessary transactions using our accounting software.
  • Skills and Aptitude:

  • High degree of proficiency in spoken and written English;
  • 4-8 years of work experience including 2-3 years as a Virtual Assistant for night shift supporting US or Canadian client
  • Ability to work regular business hours on Mountain Standard Time (although we can accommodate slightly earlier or later);
  • Ability to learn new software (training materials will be available). This includes the ability to quickly learn to use our project management software;
  • Prior experience with Microsoft Word, Excel, and Outlook is essential;
  • Prior experience with ClickUp is a plus since we use it more than any other software, but this is not necessary prior experience will speed up the training/orientation process;
  • The VA will need to be capable of familiarizing themselves with new software in a reasonably quick amount of time as our "tech stack" evolves over time;
  • Additional training will of course be provided if we change software;
  • Ability to input data with a high degree of accuracy;
  • We value accuracy over speed, and we require a strong attention to detail;
  • As a growth-oriented, innovative law firm we need the VA to be comfortable with procedures, systems, software and tasks that are frequently modified in order to simplify/improve our service delivery and create efficiencies wherever possible;
  • However, we recognize that patience, continuous feedback and clear instructions are required in order for the VA to be happy and effective in their role;
  • We expect the VA to be able to eventually take the initiative in the following ways (after appropriate training is provided):
  • Identifying and suggesting improvements to our systems and processes;
  • Flagging potential issues/concerns with client matters. The following is an illustration of what we will eventually expect: A client emails the lawyer requesting an update on their file. The VA looks at the client matter in our CRM (ClickUp) and sees that a meeting is scheduled with the opposing lawyer in a week. The VA would suggest to the lawyer that a response be sent to the client informing them of the meeting date.
  • As with every other aspect of the VA's role, training would be provided because we believe that taking the initiative is a combination of aptitude and training.

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