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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 every year since 2022!Job Description:We are seeking a highly organized, detail-oriented professional to support a dynamic practice that manages client care, finances, and legal matters. This role is ideal for someone who thrives in a fast-paced administrative environment and is comfortable operating at a high level of professionalism in both legal and financial contexts.You will play a critical role in managing communications, coordinating complex schedules, and supporting trust administration and financial processes.Schedule: Monday to Friday 8:30AM - 5:30PM PSTResponsibilities include, but are not limited to:Assist with trust and estate administration tasks, including document tracking and electronic filingProvide administrative support for financial and legal workflows tied to client servicesEnsure accuracy and organization across all administrative and client documentationPrepare, collect, and complete forms related to banking and financial accountsManage and prioritize a high-volume, complex email inbox, ensuring timely responses and proper routingHandle professional, high-level inbound and outbound phone calls with clients and partnersSupport legal timekeeping and billing processes (similar to law firm environments)Requirements: Background in legal, trust & estate, or financial planning environments strongly preferredUnderstanding of:Trusts vs. Power of AttorneyIRA vs. investment accountsExperience with legal timekeeping or billable work structuresStrong administrative background with proven ability to manage high-volume workflowsExcellent written and verbal communication skillsHigh attention to detail and ability to handle sensitive information confidentiallyComfortable learning complex systems and processesBenefits: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.Languages:English, Spanish
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