Documentation Assistant

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: The Documentation Assistant will be responsible for receiving, organizing, and tracking client documents to ensure case progression and timely access to information. Key Highlights: 1. Receive and organize client documents 2. Make direct contact with clients via phone calls and WhatsApp 3. Maintain organization, confidentiality, and control of digital files A multidisciplinary law firm serving individuals and legal entities in areas including Family and Succession Law, Corporate Law, Real Estate Law, Tax Law, Digital Law, Civil Law, Consumer Law, Criminal Law, Labor Law, and Criminal Enforcement. The Documentation Assistant role aims to receive, organize, and track documents requested from clients, ensuring cases proceed without documentary delays and that the responsible team has timely access to necessary information within established deadlines. On a daily basis, the professional will make direct contact with clients via phone calls and WhatsApp, request pending documents, follow up on responses, organize received files, and update internal tracking systems. The role also requires identifying outstanding items, performing recurring follow-ups, and alerting the responsible team about cases dependent on additional documents or information. We expect an organized, persistent individual comfortable with a routine requiring frequent client follow-up. The ideal candidate should demonstrate proficiency with digital tools, clear and courteous communication, attention to detail, and responsibility in managing multiple requests without missing deadlines or critical information. **Requirements and Qualifications** * Experience in document organization and control. * Experience in administrative routines. * Experience with Microsoft Word, Excel, and other Microsoft Office applications. * Proficiency in using e\-mail, WhatsApp, and general technological tools. * Ability to contact clients via phone calls and WhatsApp. * Clear and courteous communication. * Attention to detail and organizational skills. **Responsibilities** * Receive, verify, and organize client documents. * Record and update document tracking systems. * Identify, request, and follow up on pending items with clients. * Guide clients regarding required documentation. * Forward documents to the responsible team and flag pending items. * Maintain organization, confidentiality, and control of digital files. Minimum Education: High School Diploma (Secondary Education) * Transportation Allowance * Commission

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Posted by

João Silva

Indeed · HR

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João Silva

Indeed · HR

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