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V101- Estate Planning Administrative Assistant
6 days agoWhat's your preference?
Job Description
- Req#: R-103021
Employer Industry: Estate Planning Services
Why consider this job opportunity:
- Salary range from $1,060 to $1,150 USD
- Remote work opportunity aligned with the Washington EST time zone
- Supportive and collaborative work environment recognized with Great Place to Work Certification
- Opportunity to work in a detail-oriented role within a high-end estate planning practice
- Chance to contribute to a professional and confidential experience for clients
What to Expect (Job Responsibilities):
- Maintain and update CRM records in Lawmatics
- Answer and manage incoming phone calls professionally
- Assist with accurate data entry and document management
- Ensure files and records are properly maintained and up to date
- Oversee email inbox management by prioritizing and responding to correspondence on behalf of the executive
What is Required (Qualifications):
- Strong attention to detail and high level of reliability
- Experience handling confidential information
- Excellent written and verbal communication skills
- Proficiency in Microsoft Excel and data entry
- Ability to work independently in a remote environment
How to Stand Out (Preferred Qualifications):
- Experience with financial assets documentation
- Familiarity with CRM systems, particularly Lawmatics
- Strong organizational and time management skills
- Professional judgment and discretion in handling sensitive information
#EstatePlanning #RemoteWork #AdministrativeAssistant #GreatPlaceToWork #CareerOpportunity
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