Virtual Assistant – Intake, Lead Qualification & CRM Support

Description About Us: At Vertu Agent, we are a high-performance, client-focused firm operating across several industries. We combine innovation, professionalism, and collaboration to deliver exceptional service. Our teams are empowered with the resources, training, and autonomy to exceed client expectations while growing professionally. Our Culture: We prioritize excellence, accountability, and continuous learning. Our environment is collaborative yet results-driven, celebrating initiative, problem-solving, and high-impact contributions. Top performers are recognized, mentored, and given opportunities to take on leadership responsibilities. About the Role: We are seeking a proactive and detail-oriented Virtual Assistant to support daily operations for a growing law firm. This role goes beyond traditional administrative support—you will help improve lead organization, support intake processes, and assist in the development of CRM workflows and operational efficiency. This is an ideal opportunity for someone who enjoys bringing structure to processes and contributing to more efficient ways of working. Key Responsibilities: - Support intake and lead qualification processes - Organize and manage incoming leads within internal systems - Assist with CRM setup and workflow implementation - Support daily operational and administrative tasks - Identify opportunities for efficiency and process improvement Requirements - 1–3 years of experience in administrative support, operations, or virtual assistant roles. - Experience working with CRM platforms or strong willingness to learn. - Strong organizational skills with the ability to manage multiple tasks and workflows simultaneously. - Excellent written and verbal communication skills in English. - High attention to detail and ability to maintain accurate records and systems. - Proactive mindset with the ability to identify inefficiencies and suggest improvements. - Comfortable working independently and managing priorities in a dynamic environment. - Interest in process optimization and automation tools is a plus.