V104 - Executive Administrative Coordinator (Legal & Financial)
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Job Description:
We are seeking a highly organized, detail-oriented professional to support a dynamic practice that manages client care, finances, and legal matters. This role is ideal for someone who thrives in a fast-paced administrative environment and is comfortable operating at a high level of professionalism in both legal and financial contexts.
You will play a critical role in managing communications, coordinating complex schedules, and supporting trust administration and financial processes.
Schedule: Monday to Friday 8:30AM - 5:30PM PST
Monthly compensation: 1,142 to 1,220 USD
Responsibilities include, but are not limited to:
• 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)
Requirements:
• Background in legal, trust & estate, or financial planning environments strongly preferred
• Understanding of:
• Trusts vs. Power of Attorney
• 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
Work Shift:
Languages:
English, Spanish
Ready to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
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!
Job Description:
We are seeking a highly organized, detail-oriented professional to support a dynamic practice that manages client care, finances, and legal matters. This role is ideal for someone who thrives in a fast-paced administrative environment and is comfortable operating at a high level of professionalism in both legal and financial contexts.
You will play a critical role in managing communications, coordinating complex schedules, and supporting trust administration and financial processes.
Schedule: Monday to Friday 8:30AM - 5:30PM PST
Monthly compensation: 1,142 to 1,220 USD
Responsibilities include, but are not limited to:
• 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)
Requirements:
• Background in legal, trust & estate, or financial planning environments strongly preferred
• Understanding of:
• Trusts vs. Power of Attorney
• 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
Work Shift:
Languages:
English, Spanish
Ready to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.