Estate Planning Virtual Assistant

Full-Time Estate Planning Virtual Assistant

Position Summary:
We are RecLatam and we are hiring on behalf of our client, a law firm based in Lakeland, Florida. They need a proactive and detail-oriented Estate Planning Virtual Assistant to support attorneys at a law firm with administrative and secretarial tasks. This full-time, remote role is essential for managing client onboarding, preparing engagement letters, and helping keep operations organized and efficient.

Key Responsibilities:

• Draft and send engagement letters to new and existing clients.

• Enter and manage client data in Clio (legal practice management software).

• Provide secretarial support to attorneys, including managing calendars, emails, and administrative tasks.

• Maintain and organize digital client files, ensuring all documentation is accurate and up to date.

• Coordinate with clients regarding scheduling, follow-ups, and necessary documents.

• Assist with billing entries and general administrative support.

• Ensure compliance with the firm's confidentiality and security standards.

Requirements:

• Experience as a legal assistant, virtual assistant, or in administrative support (experience in estate planning is a plus).

• Proficiency with Clio or similar legal software.

• Strong organizational and communication skills.

• Highly dependable, detail-oriented, and capable of working independently.

• Must be available full-time during Eastern Time (ET) business hours.

• Professional remote work setup with high-speed internet.

Preferred Skills:

• Background supporting attorneys in estate planning or other legal fields.

• Familiarity with Microsoft Office, Zoom, and cloud-based collaboration tools.

• Friendly, professional demeanor with a client-focused mindset.

Work Environment Expectations:

• Must work from a dedicated, quiet home office.

• No distractions or personal interruptions during working hours.

• Must comply with all confidentiality, HIPAA, and firm-specific protocols.