Estate Planning Virtual Assistant
Estate Planning Virtual Assistant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
FullTime Estate Planning Virtual Assistant
Position Summary:
We are RecLatam and we are hiring on behalf of our client a law firm based in Lakeland Florida. They need a proactive and detailoriented Estate Planning Virtual Assistant to support attorneys at a law firm with administrative and secretarial tasks. This fulltime remote role is essential for managing client onboarding preparing engagement letters and helping keep operations organized and efficient.
Key Responsibilities:
-
Draft and send engagement letters to new and existing clients.
-
Enter and manage client data in Clio (legal practice management software).
-
Provide secretarial support to attorneys including managing calendars emails and administrative tasks.
-
Maintain and organize digital client files ensuring all documentation is accurate and up to date.
-
Coordinate with clients regarding scheduling followups and necessary documents.
-
Assist with billing entries and general administrative support.
-
Ensure compliance with the firms confidentiality and security standards.
Requirements:
-
Experience as a legal assistant virtual assistant or in administrative support (experience in estate planning is a plus).
-
Proficiency with Clio or similar legal software.
-
Strong organizational and communication skills.
-
Highly dependable detailoriented and capable of working independently.
-
Must be available fulltime during Eastern Time (ET) business hours.
-
Professional remote work setup with highspeed internet.
Preferred Skills:
-
Background supporting attorneys in estate planning or other legal fields.
-
Familiarity with Microsoft Office Zoom and cloudbased collaboration tools.
-
Friendly professional demeanor with a clientfocused mindset.
Work Environment Expectations:
-
Must work from a dedicated quiet home office.
-
No distractions or personal interruptions during working hours.
-
Must comply with all confidentiality HIPAA and firmspecific protocols.
Employment Type
Full Time
