Executive Administrative Coordinator – Legal, Financial

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

📋 Description

• Assist in the administration of trusts and estates, including tracking documents and managing electronic filings.

• Provide administrative assistance for financial and legal processes related to client services.

• Maintain accuracy and organization in all administrative and client documentation.

• Prepare, gather, and finalize forms associated with banking and financial accounts.

• Oversee and prioritize a high-volume, intricate email inbox, ensuring prompt replies and appropriate routing.

• Manage professional, high-level inbound and outbound communications with clients and partners.

• Support legal timekeeping and billing functions, akin to those in law firm settings.

⛳️ Requirements

• A background in legal, trust & estate, or financial planning sectors is highly preferred.

• Familiarity with: Trusts versus Power of Attorney.

• Knowledge of IRA versus investment accounts.

• Experience in legal timekeeping or billable work frameworks.

• A robust administrative background with a demonstrated ability to handle high-volume workflows.

• Exceptional written and verbal communication skills.

• Strong attention to detail and capability to manage sensitive information with confidentiality.

• Willingness to learn complex systems and processes.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.