Administrative Assistant / Client Services Coordinator

Administrative Assistant / Client Services Coordinator

The Paralegal Group LLC
Cape Coral, Florida
On-site | Part-Time with Opportunity for Full-Time

Pay

$17.00-$20.00 per hour, depending on experience.

Approximately 25-30 hours per week initially, with the opportunity to increase hours based on performance and business needs.

About the Position

The Paralegal Group LLC is seeking an organized, professional, and dependable Administrative Assistant to support our growing Cape Coral office.

This position will work directly with management and assist with day-to-day office operations, client communication, scheduling, document management, tax and bookkeeping client intake, and general administrative responsibilities.

We are looking for someone who is comfortable speaking with clients, handling confidential information, learning new systems, and managing multiple tasks throughout the day.

This is not simply a receptionist position. The right candidate will become an important part of the office and help keep client matters, appointments, documents, and administrative work organized.

Responsibilities

• Answer and return client phone calls
• Respond to emails and general client inquiries
• Schedule consultations and appointments
• Conduct basic new-client intake
• Enter client information into company systems
• Maintain electronic client files
• Scan, organize, upload, and email documents
• Follow up with clients for missing documents
• Prepare basic correspondence and administrative letters
• Assist with DocuSign and electronic signatures
• Collect and organize documents for tax and bookkeeping clients
• Assist with appointment reminders and client follow-up
• Track client payments and outstanding balances
• Assist with invoicing and payment links
• Maintain calendars and office schedules
• Help organize incoming mail and outgoing correspondence
• Maintain confidential client records
• Assist management with daily administrative projects
• Communicate with courts, government agencies, businesses, and other offices when directed
• Help maintain an organized and professional office environment

Tax & Bookkeeping Support

The Administrative Assistant may also help with the administrative side of:

• Individual tax preparation intake
• Business tax return intake
• Bookkeeping client onboarding
• Payroll client onboarding
• Gathering bank statements and financial documents
• Organizing receipts and expense records
• Tracking missing tax documents
• Scheduling tax appointments
• Following up with business clients for monthly records

The employee will not be expected to prepare tax returns or perform accounting work unless separately trained and authorized.

Qualifications

We are looking for someone who:

• Has strong communication skills
• Is professional on the telephone
• Is comfortable speaking with clients
• Has good organizational skills
• Pays close attention to detail
• Can work independently
• Can manage multiple deadlines
• Is comfortable using computers and cloud-based software
• Has experience with Microsoft Word, email, PDFs, scanning, and electronic documents
• Can maintain strict confidentiality
• Is dependable and punctual
• Has professional written communication skills

Previous experience in a law office, accounting office, tax office, financial-services company, medical office, real estate office, or other professional office environment is preferred but not required.

Helpful Experience

Experience with any of the following is a plus:

• QuickBooks
• Tax preparation offices
• Bookkeeping
• Payroll
• DocuSign
• Adobe Acrobat
• Microsoft Office
• Google Workspace
• CRM software
• Court documents
• Legal document preparation
• Client intake
• Billing or collections

Schedule

Monday-Friday

Initially approximately 25-30 hours per week.

Daytime availability is required.

Additional hours may become available as the Cape Coral office continues to grow.

Compensation & Growth

Starting compensation:

$17.00-$20.00 per hour

Based on experience and qualifications.

There is an opportunity for increased hours, additional responsibilities, and advancement based on:

• performance;
• reliability;
• ability to work independently;
• client-service skills;
• accuracy;
• productivity; and
• growth of the office.

Confidentiality

This position involves access to confidential client, financial, tax, legal, and business information.

The selected candidate will be required to sign a Confidentiality and Non-Disclosure Agreement and comply with company policies regarding client information, company records, passwords, files, and proprietary business information.

Job Location

Cape Coral, Florida

This is an in-office position.

Job Type

Part-Time
Potential to become Full-Time

Starting Pay

$17.00-$20.00 per hour

Pay: $17.00 - $22.00 per hour

Expected hours: 40.0 per week

Language:

• Spanish (Preferred)

Work Location: In person

Salary : $17 - $22