Probate and Estate Planning Assistant

🔥 8 minutes ago

🌐 Brazil, South Africa – Remote

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💵 $1.1k - $1.2k / month

⏰ Full Time

🟢 Junior

✨ Assistant

🚫👨‍🎓 No degree required

👻 Ghost score 20%

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Job Duck

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

• Identify process improvements that increase efficiency and support team productivity • Maintain accurate case records and client information within legal software systems • Coordinate communication between attorneys and clients throughout legal matters • Communicate with clients to obtain missing information and required documentation • Track document completion and ensure all required paperwork is received • Open and manage trust administration files and documentation • Coordinate the DocuSign process for legal documents requiring signatures • Provide general legal administrative support to the trust and probate division • Assist with probate and estate planning administrative functions as needed • Monitor ongoing tasks and ensure deadlines are met • Organize, manage, and update legal files and documentation • Support trust administration matters and related legal processes

🎯 Requirements

• 1-2 years of experience working as a legal assistant • Experience with Estate Planning and Probate Law highly preferred • Strong document management skills • Experience coordinating with attorneys and clients • Proficiency with legal case management software • Excellent English written and verbal communication skills • Strong attention to detail • Highly organized and process-driven • Self-motivated and dependable • Proactive problem-solving abilities • Tech savvy with the ability to learn new systems quickly • Ability to manage multiple priorities effectively • Task-oriented with strong follow-through skills • Remote, Eastern Standard Time (EST) • Monday to Friday • Experience with Clio highly preferred • Proficiency with RingCentral • Experience with DocuSign

🏖️ 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

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