Virtual Estate Planning Administrative Assistant

Role Overview

• 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.