Estate Planning Virtual Assistant - Remote

Overview

The Estate Planning Virtual Assistant will support attorneys at a law firm with various administrative and secretarial tasks to ensure efficient operations.

In Short

• Full-time remote position.
• Manage client onboarding and prepare engagement letters.
• Enter and manage client data using Clio.
• Provide secretarial support to attorneys.
• Maintain and organize digital client files.
• Coordinate scheduling and follow-ups with clients.
• Assist with billing entries and administrative support.
• Ensure compliance with confidentiality and security standards.
• Must work full-time during Eastern Time business hours.
• Professional remote work setup required.

Requirements

• Experience as a legal assistant or virtual assistant.
• Proficiency with Clio or similar legal software.
• Strong organizational and communication skills.
• Detail-oriented and dependable.
• Must have a dedicated home office.
• Familiarity with Microsoft Office and Zoom preferred.
• Client-focused mindset.

Benefits

• Work remotely from home.
• Flexible work environment.
• Opportunity to support a legal team.
• Gain experience in estate planning.