Offer summary
Qualifications:
Minimum of 4 years experience in a related role., Strong organizational and detail-oriented skills., Excellent written and verbal communication., Discretion in handling confidential information., Adaptability and proactive problem-solving..
Key responsabilities:
- Manage client communications and emails effectively.
- Schedule and manage Zoom meetings professionally.
- Set up and manage documents in various software.
- Start and follow workflows for estate planning processes.
- Perform administrative duties maintaining office organization.