Manager Account Management Operations

7 days ago

Ottawa ON, Canada Fresh Legal Full time

Fresh Legal, a boutique family law firm, provides clients with clarity, confidence, and dedicated representation. We help our clients stay focused on their goals while avoiding unnecessary costs and conflict—whether their case needs litigation, mediation, or something else. We provide expert support so they can turn their painful separation into a fresh start with dignity and ease.
Answer and direct phone calls promptly and courteously
Conduct initial client intake phone calls to gather essential information about their legal needs
Manage the client intake process including sending retainer agreements and deposit requests
Accurately enter and maintain client information in the intake management system (CRM)
Identify inefficiencies within office workflows and collaborate with team members to streamline administrative tasks, including document management, billing, and client intake
Manage process improvements to reduce bottlenecks and improve overall productivity
Ensure proper training for staff to use new tools and processes effectively

Administrative Support

Track and order office supplies
Financial tasks including processing monthly invoices and payments from clients and assisting with trust accounts
Provide support for special projects, office events, and other tasks as needed

Reception Duties (On Occasion)

We meet most clients virtually, so these tasks are infrequent
Manage the reception area, ensuring it is tidy and welcoming
Proven experience in a similar role, preferably in a law firm or legal environment
Intermediate to advanced skills in Microsoft 365
Experience with Clio practice management software is an asset 
Fresh Legal, Ottawa, ON (Centretown)
Salary Range: Base salary $50,000 to $75,000, possibility of performance-related bonuses
Healthcare and wellness spending account
Fresh Legal provides space that is accessible, inclusive, and free from oppression, harassment, and discrimination.

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