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.

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.

Virtual Estate Planning Administrative Assistant II

Key skills