Virtual Estate Planning Administrative Assistant
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Job Description
Virtual Estate Planning Administrative Assistant managing administrative tasks for an estate planning practice. Contributing to client communications and record-keeping in a remote environment.
Responsibilities:
- Answer and manage incoming phone calls professionally
- Follow established procedures to protect sensitive and confidential information
- Ensure files and records are properly maintained and up to date
- Organize and track client information and financial details
- Support administrative tasks related to estate planning matters
- Maintain and update CRM records in Lawmatics
- Handle email communication with clients and internal stakeholders
- Assist with accurate data entry and document management
Requirements:
- 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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