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V101- Virtual Estate Planning Administrative Assistant
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Job Description
- Req#: R-103085
Employer Industry: Estate Planning Services
Why consider this job opportunity:
- Salary range from $1,060 to $1,150 USD
- Opportunity to work remotely within the Washington EST time zone
- Supportive and collaborative work environment with a focus on employee satisfaction
- Chance to contribute to an established practice serving high-end trusts and estates
- Great Place to Work Certification earned every year since 2022
- Structured work environment ideal for detail-oriented individuals
What to Expect (Job Responsibilities):
- Answer and manage incoming phone calls professionally
- Follow established procedures to protect sensitive and confidential information
- Organize and track client information and financial details
- Support administrative tasks related to estate planning matters
- Maintain and update CRM records in Lawmatics
What is Required (Qualifications):
- Strong attention to detail and 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
#EstatePlanning #RemoteWork #CareerOpportunity #AttentionToDetail #CustomerService
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