Part-Time Client Administrator

RemotelyHR•Newport Beach, CA

13d•$30 - $35•Onsite

About The Position

Are you a highly organized, professional self-starter with specific experience in trusts, estates, and working with older adults? A busy sole practitioner is seeking a dedicated, part-time Client Administrator to manage critical client and administrative tasks in our Newport Beach office. This role requires the highest levels of discretion and attention to detail. About us: Gold Circle Connection is a boutique fiduciary firm, grounded in ethics with a full circle approach to what matters most – our clients, their families, and their legacy. We primarily serve both Los Angeles and Orange counties, with clients throughout California. Gold Circle Connection helps hundreds of clients navigate life’s transitions through trust & estate administration, daily money management, planning, and coaching. We serve professionally as trustee, successor trustee, power of attorney for finances, healthcare agent, executor, and other supportive roles. We assist older adults, their families, and those seeking help with the business of life.

Requirements

Experience: 3-5 years of professional experience in an administrative capacity.
Technical Skills: Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
Professionalism: Demonstrated ability to maintain the highest level of confidentiality and discretion at all times.
Work Ethic: Must be an independent self-starter who can multi-task and manage responsibilities without constant supervision.
Location: Must be able to work in-office in Newport Beach, CA 92660. All work remains on-site, with some travel required.
Background Check: This position requires a successful background check.

Nice To Haves

Notary Status: Already a Notary Public or willing and able to successfully pass the notary exam within the first 3 months of employment, and maintain compliance.
Specialized Knowledge: Experience in trust and estate administration and/or working with older adults in a professional environment.

Responsibilities

Client Communication: Serve as a contact for clients, managing inbound and outbound emails and phone calls with professional verbal and written| communication. This includes providing accurate responses or directing them to additional resources.
Trust & Estate Administration: Assist with the organization and management of client trusts and estates in a timely manner.
Office & Administrative Management: Process incoming and outgoing mail, manage detailed physical and digital filing systems, and manage correspondence with vendors and clients.
Data Management: Maintain accurate and confidential client files with high attention to detail.
Perform other duties as assigned.