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Job Duck

V104 - Executive Administrative Coordinator (Legal & Financial)

RemoteUnited States only· UTC-8…UTC-5
Published
Role
Operations
Employment
Full-time
$1.1k–$1.2k/mo
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Open to US only · UTC-8…UTC-5. Set where you work from to check your eligibility.

No BS summary

Highly organized administrative coordinator needed for a practice managing client care, finances, and legal matters. Must have a strong administrative background, excellent communication skills, and attention to detail. Experience in legal, trust & estate, or financial planning environments is strongly preferred.

Required languages

EnglishSpanish

What you'll do

  • 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)

What they require

  • Background in legal, trust & estate, or financial planning environments strongly preferred
  • Understanding of: Trusts vs. Power of Attorney
  • Understanding of: 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

  • Great Place to Work Certification every year since 2022!

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!

🇺🇸 United StatesStaffingMid-size

What people say about this company

3.9/ 5

  • Flexible work hours and remote work options are highly appreciated by employees.
  • The company culture is often described as supportive and friendly.
  • Some employees have expressed concerns about limited career advancement opportunities.
$1.1k–$1.2k/mo