Zirtual has partnered with a financial management company providing it's services to non-profits and campaigns. They are seeking a paralegal to assist with corporate records and non-profit compliance.
Zirtual is a work-life balanced company that offers law firms practice area specific, experienced virtual paralegals. Our US-based paralegals strive to meet and exceed attorney-client needs and expectations. Zirtual offers paralegals in every practice area and state, both transactional and litigation.
Our paralegals are vital members of Zirtual. The paralegal is the main point of contact with their assigned client(s) and will work independently with the law firms. The paralegal will receive support from their assigned Account Supervisor, who will assist the paralegal & law firm relationship with plan modifications, questions, feedback on quality, delegation and collaboration best practices, and more.
The paralegal will provide a high-level professional service by working on tasks and projects as assigned by the client, and ensuring they are executed on time and to the highest level of quality. The paralegal is responsible for being the main point of contact for their assigned client(s), and being familiar with each clients’ needs and preferences.
The paralegal must have consistent and proactive communication with clients and the Account Supervisors. Paralegals are expected to be available for clients during business hours as agreed upon with each client, but around-the-clock availability is not expected. Paralegals ensure time is entered on a daily basis using a provided tool, respond to all communication within a mutually established response time expectation tailored to each client’s needs, maintain detailed and up-to-date client profiles, and follow Zirtual's best practices for success.
POSITION SUMMARY
- Part-time, 10 hours per month- anticipated to increase
- The right candidate will have experience with entity formation
Responsibilities
- Managing intake, scheduling, and follow-up communication (in English and Spanish).
- Support daily operations in Clio Manage/Grow, including data entry, document organization, and task management.
- Handle client onboarding, phone calls (via RingCentral), and general administrative support.
- Prepare and file basic business formation documents and nonprofit filings using provided templates.
- Develop and refine workflows, systems, and standard operating procedures (SOPs) to improve efficiency.
- Monitor client progress and ensure a consistent, professional, and personable client experience.
- Collaborate directly with the attorney to organize tasks, prioritize work, and help grow the firm’s operations.
- Fluent in Spanish with strong written and verbal communication skills.
- Experience with Clio Manage/Grow or other case/client management software; tech-savvy and able to quickly learn new systems.
- Strong organizational skills, detail-oriented, and capable of managing multiple tasks independently.
- Comfortable handling client-facing communications with a friendly and professional demeanor.
- Experience with basic document preparation, data entry, and administrative support.
- Ability to create and optimize workflows, processes, and SOPs.
- Reliable, self-motivated, and collaborative, able to work effectively in a growing virtual firm environment.
- Prior experience in business formation or nonprofit filings is a plus but not required.
- Business hour availability
- Reliable home internet and computer
- Remote work experience preferred
- Compensated a 1099 independent contractor
