Overview
Paralegal – Office Admin Jobs in McAllen, TX at Lightsource Consulting
Duties
- – Preparing and maintaining client documentation –
- Setting up appointments and calendar management –
- Client follow-up communications –
- Replying to emails on behalf of the Company, as authorized –
- Collecting, organizing, and maintaining client data –
- Assisting the Tax MitigationDirector –
- Assisting the Head of Bookkeeping –
- Assisting the President of the Company
Qualifications
To successfully perform the duties of this role, should possess the following qualifications:
Education & Experience
- related field preferred (or equivalent work experience)
- Minimum of 1–3 years of experience in administrative support, client services, bookkeeping support, or a related role
- Experience working in a professional services environment (tax, accounting, legal, or consulting) is highly preferred
Technical Skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and/or Google Workspace
- Experience with CRM systems and client management software
- Familiarity with accounting software such as QuickBooks is a plus
- Ability to manage digital files, documentation systems, and secure client data
Communication Skills
- Strong written and verbal communication skills
- Professional email etiquette and ability to communicate on behalf of company leadership
- Ability to interact with clients in a courteous, professional, and timely manner
Organizational & Administrative Skills
- Excellent organizational skills with strong attention to detail
- Ability to manage multiple tasks, deadlines, and priorities efficiently
- Strong calendar management and scheduling capabilities
- Ability to maintain accurate and well-organized client records
Professional Attributes
- High level of discretion and confidentiality when handling sensitive client information
- Self-motivated with the ability to work independently with minimal supervision
- Strong problem-solving skills and proactive mindset
- Reliable, dependable, and responsive
Preferred Qualifications
- Prior experience supporting executives or senior leadership
- Basic understanding of tax mitigation strategies, bookkeeping processes, or financial documentation
- Experience in a fast-paced, client-facing environment
Pay: $16.00 – $18.00 per hour
Benefits:
- Paid sick time
- Paid time off
- Work from home
Work Location: In person
Title: Paralegal – Office Admin
Company: Lightsource Consulting
Location: McAllen, TX
Category:
