Executive Administrative Coordinator – Legal, Financial

🕒 June 16

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Assist with trust and estate administration tasks, including document tracking and electronic filing. • Provide administrative support for financial and legal workflows tied to client services. • Ensure accuracy and organization across all administrative and client documentation. • Prepare, collect, and complete forms related to banking and financial accounts. • Manage and prioritize a high-volume, complex email inbox, ensuring timely responses and proper routing. • Handle professional, high-level inbound and outbound phone calls with clients and partners. • Support legal timekeeping and billing processes (similar to law firm environments).

🎯 Requirements

• Background in legal, trust & estate, or financial planning environments strongly preferred. • Understanding of: Trusts vs. Power of Attorney • IRA vs. investment accounts. • Experience with legal timekeeping or billable work structures. • Strong administrative background with proven ability to manage high-volume workflows. • Excellent written and verbal communication skills. • High attention to detail and ability to handle sensitive information confidentially. • Comfortable learning 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.