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V101- Virtual Estate Planning Administrative Assistant II
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Job Description
- Req#: R-103084
Employer Industry: Estate Planning Services
Why consider this job opportunity:
- Salary range from $1,060 to $1,150 USD
- Opportunity to work with a supportive and established estate planning practice
- Flexible remote work environment aligned with the Washington EST time zone
- Recognized as a Great Place to Work since 2022, ensuring a positive company culture
- Chance to play a key role in delivering professional and confidential client experiences
- Ideal for detail-oriented individuals who thrive in structured work settings
What to Expect (Job Responsibilities):
- Follow established procedures to protect sensitive and confidential information
- Organize and track client information and financial details
- Maintain and update CRM records in Lawmatics
- Support administrative tasks related to estate planning matters
- Handle email communication with clients and internal stakeholders
What is Required (Qualifications):
- Strong attention to detail and a high level of reliability and accountability
- 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):
- IT experience or familiarity with technology-related environments is highly preferred
#EstatePlanning #RemoteWork #AdministrativeAssistant #CareerOpportunity #GreatPlaceToWork
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