Virtual Estate Planning Administrative Assistant II
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Job Description
Virtual Estate Planning Administrative Assistant supporting an established estate planning practice serving high-end trusts and estates. Managing administrative tasks and client communications while maintaining confidentiality.
Responsibilities:
- Support an established estate planning practice serving high-end trusts and estates.
- Manage administrative tasks, support client communication, and maintain accurate records.
- Deliver a professional and confidential experience for clients while allowing the attorney to focus on legal strategy.
- Follow established procedures to protect sensitive and confidential information.
- Organize and track client information and financial details.
- Maintain and update CRM records in Lawmatics.
- Ensure files and records are properly maintained and up to date.
- Support administrative tasks related to estate planning matters.
- Assist with accurate data entry and document management.
- Handle email communication with clients and internal stakeholders.
- Answer and manage incoming phone calls professionally.
Requirements:
- Work Schedule: Monday to Friday, 8:30 AM to 5:30 PM EST
- Location: Remote, aligned with Washington EST time zone
- Required Software and Tools: CRM: Lawmatics, VOIP: DialPad, Microsoft Excel
- Strong attention to detail
- High level of reliability and accountability
- Experience handling confidential information
- Excellent written and verbal communication skills
- Tech-savvy with the ability to learn new systems quickly
- Proficiency in Microsoft Excel and data entry
- Time management and organizational skills
- Experience with financial assets documentation
- Ability to work independently in a remote environment
- Professional judgment and discretion
- Calendar Management
- Email Management
- Client Management
- Project Management
- Time Management
- Customer Service
- Research Skills
- Multitasking
- IT experience or familiarity with technology-related environments is highly preferred.
Benefits:
- Competitive salary.
- Paid Time Off.
- Annual bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.
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