V101- Estate Planning Administrative Assistant

Job Duck

16d • Remote

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 detail‑driven Estate Planning Administrative Assistant to support an established estate planning practice serving high‑end trusts and estates. In this role, you will play a key part in keeping daily operations running smoothly by managing administrative tasks, supporting client communication, and maintaining accurate records across systems. Your work will directly contribute to delivering a professional and confidential experience for clients while allowing the attorney to focus on legal strategy. This position is ideal for someone who is organized, tech‑savvy, and comfortable handling sensitive financial and legal information with discretion. A candidate who enjoys structured work, values accuracy, and takes ownership of their responsibilities will thrive in this environment.

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

Responsibilities

• Maintain and update CRM records in Lawmatics
• Answer and manage incoming phone calls professionally
• Assist with accurate data entry and document management
• Ensure files and records are properly maintained and up to date
• Oversee email inbox management by reviewing, prioritizing, and responding to correspondence on behalf of the executive.
• Handle confidential information with discretion in all communications and documentation
• Support administrative tasks related to estate planning matters

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed