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Jahziel I. — Mid-Level Legal Virtual Assistant from Philippines

Jahziel I.

Mid-Level Legal Virtual Assistant

Philippines 3-6 years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Jahziel C. is a proficient Legal Virtual Assistant and Sales Development Representative, adept at supporting solo practitioners and legal entrepreneurs. With comprehensive skills in legal document preparation and estate planning workflows, Jahziel efficiently manages client intake processes using specialized tools such as WealthCounsel and DecisionVault. Known for administrative excellence, Jahziel utilizes GoHighLevel automation and Squarespace web design to enhance law firm operations and client connectivity. While at The Law Office of Emily Hester, Jahziel drafted detailed estate planning documents and streamlined onboarding processes. In the sales domain, Jahziel's experience includes leading B2B/B2C lead generation and appointment setting at EXB Payments and other companies, applying effective strategies through multi-channel outreach and CRM management. Jahziel combines a strong foundation in legal support with strategic sales capabilities, contributing effectively to law firm growth and business development.

Experience

  • Sales Development Representative (Project-Based)

    EXB Payments · 2026 — 2026
    Performed outbound cold calling to engage business owners and decision-makers in a B2B setting. Qualified leads and arranged appointments for the sales team, integrating multi-channel outreach via phone, email, text messaging, and social media. Handled prospect follow-ups and ensured precise record-keeping in CRM systems while collaborating with team members to refine outreach strategies.

  • Legal Virtual Assistant

    The Law Office of Emily Hester · 2025 — 2026
    Provided specialized legal and executive support within a private legal practice and retail business. Drafted detailed estate planning documents using WealthCounsel, maintaining accuracy in provisions for trusts and wills. Managed the client onboarding workflow by overseeing data collection through DecisionVault. Developed and maintained websites and landing pages on Squarespace to enhance digital presence and optimize client engagement, while creating automated marketing funnels in GoHighLevel. Administered financial tasks, including bookkeeping through Xero and payroll processing via Gusto.

  • Agent (Chat Support)

    RMS Collect Phils, Inc. · 2024 — 2025
    Oversaw real-time digital communication and provided transaction support for a significant retail client. Achieved high customer satisfaction ratings by accurately resolving inquiries with a focus on empathy.

  • Sales Development Representative (SDR)

    Callbox Inc. · 2024 — 2024
    Directed B2B lead generation initiatives by focusing on high-value prospect identification and appointment setting. Streamlined CRM documentation and collaborated with internal teams to ensure the meeting of campaign KPIs.

  • Customer Service Agent 2

    Ibex Global Solutions Inc. · 2023 — 2024
    Recognized as a Top Agent for outstanding service quality within a high-volume travel segment. Facilitated priority employee bookings and managed complex itinerary modifications utilizing Amadeus.

  • Real Estate Associate

    Outbox Solutions Inc. · 2020 — 2023
    Engaged in B2C outreach to homeowners, establishing rapport to uncover opportunities for property acquisition.

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