Legal Support | Immigration Case Intake | Financial Services | Administrative Support
I am a Juris Doctor student and experienced professional with 8+ years of experience in legal support, financial services, client communication, documentation, and administrative work.
I currently work as an Immigration Case Intake Specialist for a US-based law firm, where I conduct initial client intake, gather case information and supporting documents, organize electronic case files, review documentation, track outstanding requirements, and communicate with clients regarding intake and follow-up matters. I also use Docketwise to manage immigration-related client and case information.
In addition to my legal experience, I have almost 4 years of experience in financial services, currently managing confidential records and servicing requirements for 42 active clients. I coordinate approximately 8 client follow-ups and consultations each week, review client documents, monitor outstanding requirements, and maintain accurate electronic records.
Core Skills
• Immigration Case Intake and Client Intake
• Legal Administrative Support
• Immigration Documentation and Requirement Tracking
• Electronic Case File Management
• Docketwise
• Document Review and Preparation
• Confidential Records Management
• Client Communication and Follow-Up
• Consultation Coordination
• Case and Deadline Tracking
• Data Entry and Records Management
• Legal Research and Writing
• Administrative Coordination
• Financial Client Servicing
Tools
Google Workspace | Microsoft 365 | Docketwise | Advisor Home Office | QuickBooks Online | Notion | ChatGPT | Gemini | Grammarly | Zoom | Google Meet
I am comfortable handling confidential and sensitive information, managing multiple priorities, following established workflows, and working independently in a remote environment. My Juris Doctor studies have also strengthened my legal research, legal writing, document analysis, and understanding of legal processes.
I am particularly interested in remote opportunities involving Immigration Legal Support, Legal Assistant, Paralegal Support, Client Intake, Case Coordination, Legal Administrative Support, Financial Services Support, and Administrative Support.
I value accuracy, confidentiality, clear communication, organization, and consistent follow-through. I am comfortable working with international clients and adapting to new systems, procedures, and time zones.
Available for remote work supporting US-based clients and law firms, including US EST, CST, and PST schedules.