Executive Administrative Coordinator – Legal, Financial

Job Duck

Executive Administrative Coordinator managing client care, finances, and legal documents in a dynamic remote environment. Seeking a highly organized and detail-oriented professional for a client-focused team position.

Posted 6/16/2026full-timeRemote • 🇲🇽 MexicoMid-LevelSenior💰 $1,142 - $1,220 per monthWebsite

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Hard Skills

document trackingelectronic filingfinancial workflowslegal workflowstimekeepingbilling processesform preparationbanking accounts managementfinancial accounts management

Soft Skills

organizational skillsattention to detailcommunication skillsability to manage high-volume workflowsconfidentialityprioritizationclient serviceprofessional phone etiquette

Industry Keywords

trust administrationestate administrationfinancial planningPower of AttorneyIRA accountsinvestment accountslegal timekeepingbillable work structures

About the role

Key responsibilities & impact

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

What you’ll need

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.

Benefits

Comp & perks

Competitive salary.
Paid Time Off.
Bonuses.
100% remote/home-based position.
Full-time, long-term career opportunities.
Parental Leave.
Professional development and training.
Dedicated team support.
Alignment with our clients' core values.