Estate Planning Virtual Assistant

hace 5 días

Bogotá, Colombia Reclatam A tiempo completo

About the job Estate Planning Virtual Assistant

**Full-Time 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 detail-oriented **Estate Planning Virtual Assistant** to support attorneys at a law firm with administrative and secretarial tasks. This full-time, 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).
- Maintain and organize digital client files, ensuring all documentation is accurate and up to date.
- Coordinate with clients regarding scheduling, follow-ups, and necessary documents.
- Assist with billing entries and general administrative support.
- Ensure compliance with the firm's confidentiality and security standards.

**Requirements**:

- Experience as a legal assistant, virtual assistant, Intake Specialist 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, detail-oriented, and capable of working independently.
- Must be available full-time during Eastern Time (ET) business hours.
- Professional remote work setup with high-speed internet.

**Preferred Skills**:

- Background supporting attorneys in estate planning or other legal fields.
- Familiarity with Microsoft Office, Zoom, and cloud-based collaboration tools.
- Friendly, professional demeanor with a client-focused 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 firm-specific protocols.

Tipo de puesto: Tiempo completo

Pregunta(s) de postulación:

- How much experience do you have in Estate Planning?

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