About the role
I’m Rhino Julie, and I LOVE building super teams to service our clients' needs.
If you love a challenge, love problem-solving, love working with others (and also love working by yourself LOL), and it makes you happy when you overdeliver for clients, I want you on my team!
My promise to you:
*I provide a FUN working environment.
*We are constantly learning new things.
*We are a team who wants to be the best at what we do, which means you have the BEST teammates.
*I ALWAYS pay on time.
*I treat all of my team members with respect and love.
Client Overview:
Manny runs a financial advisory firm, and he is looking for an awesome Relationship Coordinator to support his attorney relationship development efforts. This role will play an important part in maintaining strong relationships with plaintiff attorneys and law firms by coordinating outreach, managing follow-up activities, and maintaining accurate relationship records.
Client Requirements:
Must be able to work 40 hours/week
You choose the best 8-hour block for you, but some overlap with U.S. business hours (9am–5pm Pacific Time) is ideal
Must be available for a team meeting at any specified time during U.S. business hours about once a week
Must be an excellent English communicator (written and verbal) who takes initiative.
Must be highly organized, detail-oriented, proactive, and able to manage multiple priorities independently
Must be quick and comfortable navigating computer systems and AI tools
Must have strong follow-through and accountability
Must be able to handle confidential information with professionalism and discretion
Nice to have: prior experience in relationship coordination, administrative support, sales support, or a similar professional services environment
Nice to have: experience supporting legal, financial services, or other professional services firms
Responsibilities/Tasks:
Must-Have Experience (Responsibilities You Must Be Proficient In):
These are the tasks the VA needs to handle independently and confidently from day one:
Attorney Outreach & Relationship Coordination
Prepare personalized attorney outreach, follow-up emails, and other communications using established templates and guidelines.
Coordinate meeting requests, introductions, attorney visits, and relationship-building activities.
Monitor incoming responses, track commitments, and ensure timely follow-through.
Review attorney relationship histories and identify opportunities for outreach or reengagement.
Prepare short updates for leadership on relationship status, suggested next steps, and outstanding actions.
CRM & Relationship Management
Maintain accurate and complete attorney and law firm records in HubSpot, including contact information, referral histories, relationship stages, and activity. Experience with HubSpot is helpful and a nice-to-have, but not required, as long as you have experience with similar systems.
Manage follow-up tasks, reminders, and relationship tracking.
Identify missing, inconsistent, or duplicate information and make appropriate corrections.
Prepare relationship activity reports and summaries to support planning and prioritization.
Nice-to-Have Experience (Responsibilities You Can Learn Over Time):
These tasks are valuable but can be trained on the job:
Marketing & Relationship Development
Coordinate and execute attorney marketing campaigns, email outreach, newsletters, events, and relationship-building initiatives.
Help develop marketing calendars, campaign schedules, and coordinated outreach plans.
Contribute ideas and recommendations for improving attorney engagement and marketing effectiveness.
Coordinate marketing content, materials, and outside resources as needed.
Track campaign performance, engagement, and results, and prepare recommendations for improvement.
Assist with other marketing and business development initiatives as needed.
Pay and Benefits:
Competitive hourly rates
Wellness package
Squad Breaks (paid time off)
Quarterly performance bonuses
Holiday and year-end bonuses
Annual appraisal
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Our super cool hiring process:
We have real people communicating with you and looking at your application!
We PAY you to take a Paid Test for the client you're applying for to make sure you like the job and you have the skills for it.
At any time, you can check out the other clients we have and ask to take Paid Tests for them, as well!