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Executive Administrative Coordinator – Legal, Financial
Job DuckExecutive 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.
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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
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