V104 - Executive Administrative Coordinator (Legal & Financial)

Job Duck

3d • $1,142 - $1,220 • Remote

About The Position

We are seeking a highly organized, detail-oriented professional to support a dynamic practice that manages client care, finances, and legal matters. This role is ideal for someone who thrives in a fast-paced administrative environment and is comfortable operating at a high level of professionalism in both legal and financial contexts. You will play a critical role in managing communications, coordinating complex schedules, and supporting trust administration and financial processes.

Requirements

• Background in legal, trust & estate, or financial planning environments strongly preferred
• Understanding of: Trusts vs. Power of Attorney
• Understanding of: IRA vs. investment accounts
• Experience with legal timekeeping or billable work structures
• Strong administrative background with proven ability to manage high-volume workflows
• Excellent written and verbal communication skills
• High attention to detail and ability to handle sensitive information confidentially
• Comfortable learning complex systems and processes
• English, Spanish

Responsibilities

• Assist with trust and estate administration tasks, including document tracking and electronic filing
• Provide administrative support for financial and legal workflows tied to client services
• Ensure accuracy and organization across all administrative and client documentation
• Prepare, collect, and complete forms related to banking and financial accounts
• Manage and prioritize a high-volume, complex email inbox, ensuring timely responses and proper routing
• Handle professional, high-level inbound and outbound phone calls with clients and partners
• Support legal timekeeping and billing processes (similar to law firm environments)

What This Job Offers

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