Estate Planning Administrative Assistant

About the job

JOB DUCK IS HIRING AN ESTATE PLANNING ADMINISTRATIVE ASSISTANT

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 for 4 years!

Role Overview

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.

Schedule:

Monday to Friday from 8:30 AM to 5:30 PM EST (USA)

Your Responsibilities Will Include but Are Not Limited To:

Maintaining and updating CRM records in Lawmatics
Answering and managing incoming phone calls professionally
Assisting with accurate data entry and document management
Ensuring files and records are properly maintained and up to date
Overseeing email inbox management by reviewing, prioritizing, and responding to correspondence on behalf of the executive
Handling confidential information with discretion in all communications and documentation
Supporting administrative tasks related to estate planning matters

What We’re Looking For:

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
Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
Quiet, distraction-free remote work environment

What’s In It for You?

Monthly compensation starting from 1060 USD to 1150 USD
Paid time off.
Referral and annual bonuses.
100% Remote, Full-Time, Long-Term Career Opportunity.
Parental leave.
Opportunities for professional development and training
Dedicated support from our team.
A chance to work with clients who share our values.

Ready to dive in? Apply now and make sure to follow all the instructions!

DISCLAIMER: Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.

Estate Planning Administrative Assistant