Legal Assistant

Only candidates who reside in Montana will be considered for this position

Position Overview

We are seeking a compassionate, detail-oriented Legal Assistant with divorce law or mortgage lending experience to join our team. This role is critical—you'll be the first point of contact for clients going through one of the most challenging times in their lives, managing intake, follow-up, and report preparation for our divorce lending services.

Why This Role Matters

You won't just be processing paperwork—you'll be providing critical support to people navigating divorce while trying to understand their financial future. Your compassion, organization, and attention to detail will directly impact clients' ability to move forward with confidence. This is an opportunity to use your legal skills in a unique niche where you can truly make a difference.

NOTE: This is a remote position, but the employee must be working from Montana.

$41,600 - $48,500 yearly

Only candidates who reside in Montana will be considered for this position

Primary Responsibilities

Client Intake & Scheduling (30% of role)

• Conduct initial intake calls with prospective clients, collecting necessary information and documents
• Schedule client consultations and manage the calendar efficiently
• Communicate with empathy and professionalism with clients navigating divorce
• Prepare clients for consultations by gathering required financial documents
• Follow up with clients to collect missing documentation

Report Preparation & Document Management (30% of role)

• Draft comprehensive divorce lending reports based on client information
• Review and organize client financial documents
• Calculate income (with training provided)
• Prepare reports for final review and presentation to clients
• Maintain organized digital filing systems

Follow-Up & Client Communication (30% of role)

• Follow up with past clients to maintain relationships and check on their status
• Answer routine client questions and emails
• Track client progress and deadlines in CRM system (Jungo/Salesforce)
• Coordinate with attorneys, divorce professionals, and mortgage team members
• Send reminders for document submissions and appointments

Administrative Support (10% of role)

• Manage phone calls and email correspondence
• Assist with social media content coordination (optional)
• Support general office operations as needed
• Maintain confidentiality and handle sensitive information with discretion

NOTE: This is a remote position, but the employee must be working from Montana.

Only candidates who reside in Montana will be considered for this position

Required Qualifications

• Legal background: Experience with family law and divorce proceedings
• Attention to detail: Exceptional accuracy in document review and data entry
• People skills: Warm, empathetic, nurturing demeanor when working with clients in difficult situations
• Technology proficiency: Comfortable learning new software systems (CRM, mortgage platforms, document management)
• Organization: Ability to manage multiple clients and deadlines simultaneously
• Communication: Excellent written and verbal communication skills
• Independence: Self-motivated with the ability to work remotely with minimal supervision

Preferred Qualifications

• Experience with residential mortgage lending and/or real estate
• Basic understanding of financial documents (tax returns, pay stubs, bank statements)
• Experience with CRM systems (Salesforce, Jungo, or similar)
• Social media or marketing support experience
• Comfortable with numbers and basic calculations

We are a boutique divorce-lending practice specializing in supporting attorneys, mediators, and divorcing homeowners during real-estate and mortgage transitions. Our work blends family-law awareness with mortgage-lending analysis, helping clients make informed, emotionally grounded financial decisions.

We are growing and looking for a detail-oriented, compassionate, and highly organized assistant to join our remote team.

We are an EOE.