Estate Planning Legal Administrative Support

This is a fully remote position, open to applicants in Latin America.

📋 Description

• Engage with prospective clients and leads to foster relationships

• Ensure that legal records and client information are systematically organized and up-to-date

• Collaborate with colleagues to enhance operational efficiency and promote the growth of the firm

• Uphold the confidentiality of client and firm information

• Communicate with clients concerning documentation, updates, and requests

• Assist with phone communications and client interactions

• Support administrative tasks related to cases

• Manage and organize both incoming and outgoing email communications

• Save, maintain, and arrange client files and legal documentation

• Draft documents related to estate planning

• Provide general administrative support

• Assist attorneys and team members with various administrative and legal support tasks

• Support matters related to estate planning, probate and trust administration, elder law, and Medicaid

• Utilize WealthCounsel and RingCentral

⛳️ Requirements

• At least 1 year of experience as a legal assistant, in a legal support role, or a related Bachelor’s degree in legal studies

• Proficient in English with advanced/native-level skills in both written and spoken forms

• Strong preference for candidates with estate planning drafting experience

• Highly preferred experience using WealthCounsel

• Familiarity with client communication and lead follow-up

• Ability to maintain precise digital client files and documentation

• Experience in drafting estate planning documents

• Knowledge of probate and trust administration

• Excellent written and verbal communication skills

• Ability to manage client relationships effectively

• Proficiency in email management and organization

• Competence in document management and file maintenance

• Capability to follow instructions and implement feedback proficiently

• Strong attention to detail

• Exceptional time management skills

• Productive and efficient work habits

• Professional and approachable communication style

• Strong critical thinking and problem-solving capabilities

• Ability to work independently in a remote setting

• Willingness to learn and adapt

• Reliable and dedicated work ethic

• High level of accountability

• Availability to work from 9:00 AM to 6:00 PM EST/EDT

• Proficiency in both English and Spanish languages

🏝️ Benefits

• Opportunity for remote work

• Monthly compensation provided

• Schedule from Monday through Friday

• Guidance from a recruiter throughout the application process