13 ago
|
Your Startup Operations
|
Ciudad de México
13 ago
Your Startup Operations
Ciudad de México
About Your Startup Operations
Your Startup Operations is a boutique agency providing operational services to small businesses. We work primarily with small business owners in the United States and our vision is to give power to the people who own small businesses by delivering white glove service while maintaining flexibility, care and affordability.
About Your
Client
This is a solo legal practice spanning outside counsel, general counsel, and estate planning work. The estate planning side alone produces around four plans a week, and the owner is looking for someone to help him keep that moving smoothly while he focuses on the legal work only he can do. Our SCORE Values
Solution-focused: Think critically and propose solutions independently.
Curiosity: Ask questions and actively seek understanding.
Ownership: Take full accountability and responsibility for your role.
Resourcefulness: Use all available resources to solve challenges or answer questions.
Excellence: Deliver high-quality work and exceptional results.
Who You
Are
You're organized and don't let details slip, even when things get busy
You're comfortable being the friendly face on a client call, even without a legal background
You take ownership of a process once it's handed to you and run with it
You're proactive about flagging issues before they become problems
You are detail-oriented.
Hint: On your first interview, mention which SCORE value you most align with at the end of the interview for huge bonus points. Role Requirements:
2+ years of administrative, legal support, or paralegal-adjacent experience
2+ years working with US, UK, Canadian, or Australian clients
Must speak and write fluent English
Must have a reliable backup internet connection
Tech-savvy and comfortable with CRM and Microsoft tools
Legal or estate planning experience strongly preferred, but not required Responsibilities:
Conduct live Zoom intake calls with clients to collect information via a structured questionnaire (no legal consultation provided)
Enter intake data to generate first drafts of estate planning documents
Prepare deeds following a defined step-by-step process
Track appointments and manage calendaring and follow-up
Send Outlook follow-ups to clients
Send DocuSign engagement letters
Send invoices via LawPay (or Square as backup)
Set up new client accounts and handle general administrative tasks
📌 Legal Executive Assistant (Ciudad de México)
🏢 Your Startup Operations
📍 Ciudad de México