Legal Assistant Tasks (immediate)
- Administrative support for LegalZoom consulting business: calendaring consultation appointments, email correspondence with LegalZoom customers and LegalZoom administrator, managing/updating consultation time sheets.
- Managing client intake: preparation of intake documents, setting up new client files.
- Ongoing client file management.
- Drafting basic legal documents in business, estate planning and real estate matters.
- Online tasks: business registrations, business license/EIN applications for business clients, processing annual reports.
- Follow-up tasks: document copying/scanning, managing/updating electronic filing system, routine correspondence/mailings to clients.
- Document filing and recording.
- Running business errands.
Administrative Assistant Tasks (eventually)
- QuickBooks accounting system...data input and system management.
- Business check preparation.
BBSI