V101- Virtual Estate Planning Administrative Assistant

Job Duck

Remote, United States of America
Base: $1,060 usd to $1,150 usd; bonus/equity: not ...
Fully remote
Lawmatics crm
Dialpad voip
Microsoft excel proficiency
Job Duck is seeking a detail-oriented Virtual Estate Planning Administrative Assistant to support an estate planning practice. This fully remote position requires strong organizational skills and the ability to handle sensitive information, making it ideal for tech-savvy individuals who thrive in structured environments

Job Summary

  • Job Duck connects ambitious individuals with rewarding remote job opportunities with US-based employers.
  • The Virtual Estate Planning Administrative Assistant will manage administrative tasks, support client communication, and maintain accurate records for a high-end trusts and estates practice.
  • This position is ideal for someone organized, tech-savvy, and comfortable handling sensitive financial and legal information with discretion.

Matching Summary

Match Score: 85

Job Duck is seeking a detail-oriented Virtual Estate Planning Administrative Assistant to support an estate planning practice. This fully remote position requires strong organizational skills and the ability to handle sensitive information, making it ideal for tech-savvy individuals who thrive in structured environments.

Salary

Base: $1,060 USD to $1,150 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Lawmatics CRM
  • DialPad VOIP
  • Microsoft Excel proficiency
  • Handling confidential information
  • Remote work independent environment
  • Estate Planning practice support

Nice-to-have

  • Culturally diverse curious minds
  • Lifestyle company culture
  • IT experience familiarity
  • Professional judgment discretion

Key Requirements

  • Experience handling confidential information
  • Proficiency in Microsoft Excel and data entry
  • Experience with financial assets documentation

Work Rights

Not specified

Tailored Resume

Cover Letter