V105- Billing and Legal Assistant- Estate Planning

Job Duck
2d$1,150 - $1,220Remote

About The Position

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022! Job Description: Job Duck is seeking a Billing and Legal Assistant to support a busy estate planning and probate practice. This role is central to ensuring accurate billing, maintaining organized records, and assisting attorneys with calendaring and drafting tasks. You will play a vital part in keeping operations smooth and efficient by preparing invoices, tracking time entries, and supporting marketing initiatives. The ideal candidate is reliable, detail-oriented, and thrives in a professional environment where trust and consistency are valued.

Requirements

  • Location: Washington (Pacific Standard Time)
  • Working Hours: Monday to Friday 8 AM to 5 PM PST
  • 2-3 years of experience as a legal assistant
  • Experience with Billing tasks is required
  • Familiarity with probate, estate planning, and guardianship matters is helpful
  • Software Required: Smokeball

Nice To Haves

  • Familiarity with probate, estate planning, and guardianship matters is helpful

Responsibilities

  • Send event invitations and conduct follow-ups with invitees.
  • Gather, organize, and maintain information required for marketing events.
  • Maintain consistent and accurate records in Smokeball.
  • Provide occasional coverage for phones and emails as needed.
  • Update documents and records within the CRM, flag errors, and assist in updating and maintaining document templates.
  • Use established templates to complete legal documents and ensure documents are accurately pre-drafted.
  • Manage and maintain attorney calendars and follow up on assigned tasks to ensure timely completion.
  • Allocate approximately 50% of time to billing and invoicing while ensuring ethical billing practices.
  • Prepare bills for attorneys and track, review, and verify time entries for accuracy and compliance.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service