[Remote] V104 - Executive Administrative Coordinator (Legal & Financial)

Note: The job is a remote job and is open to candidates in USA. Job Duck is a lifestyle company that connects culturally diverse individuals with rewarding remote job opportunities. They are seeking an Executive Administrative Coordinator to support a dynamic practice managing client care, finances, and legal matters, requiring strong organizational skills and professionalism in a fast-paced environment.

Responsibilities

• 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)

Skills

• 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

Company Overview