11 days ago
Estate Planning Front Office Assistant
Orchestrate Consulting Group
Hybrid
Full Time
$63,440
Hybrid
Job Overview
Job TitleEstate Planning Front Office Assistant
Job TypeFull Time
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$63,440
LocationHybrid
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Job Description
Estate Planning Front Office Assistant at Orchestrate Consulting Group
Orchestrate Consulting's mission is to help job seekers access carefully coordinated opportunities that match their career goals. We are not a staffing firm or agency. Orchestrate Consulting does not hire for these roles—we curate and validate them from verified employers.
Employer Industry: Estate Planning and Legal Services
Why Consider This Job Opportunity
- Salary range from $1,150 to $1,220 USD per week, equating to an attractive annual income.
- Work remotely from anywhere, with a schedule aligned to the Washington EST time zone.
- Join a company recognized as a Great Place to Work every year since 2022.
- Opportunity to work in a reputable estate planning practice serving high-end clients.
- Supportive and collaborative work environment with a focus on employee well-being.
- Chance to engage with clients and contribute to their estate planning journey.
What To Expect (Job Responsibilities)
- Act as the first point of contact, managing initial inquiries and guiding clients through the intake process.
- Collaborate with attorneys and staff for smooth client handoff and follow-through.
- Prepare and send intake-related documents, including agreements and questionnaires.
- Maintain accurate client data in CRM and follow up with potential clients to encourage engagement.
- Schedule and confirm appointments, ensuring all necessary information is prepared.
What Is Required (Qualifications)
- Strong attention to detail and high level of reliability and accountability.
- Experience handling confidential information in compliance with applicable laws.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Excel and data entry.
- Ability to work independently in a remote environment.
How To Stand Out (Preferred Qualifications)
- Experience with financial assets documentation.
- Customer service experience, particularly in a remote setting.
- Familiarity with CRM systems, specifically Lawmatics.
- Tech-savvy with the ability to learn new systems quickly.
Key skills/competency
- Estate Planning
- Legal Services
- Client Intake
- CRM Management
- Confidentiality
- Microsoft Excel
- Data Entry
- Remote Work
- Communication Skills
- Customer Service
How to Get Hired at Orchestrate Consulting Group
- Research Orchestrate Consulting Group's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor to understand their partnership approach.
- Tailor your resume for remote legal roles: Highlight your experience in remote settings, client intake, and managing confidential information, using keywords like 'estate planning support' and 'virtual front office'.
- Showcase attention to detail: Emphasize your reliability, accountability, and proficiency with data entry and CRM systems, crucial for the Estate Planning Front Office Assistant role.
- Prepare for virtual interview scenarios: Practice demonstrating your excellent communication skills and ability to work independently in a remote environment, perhaps discussing your tech-savviness.
- Highlight client service and legal compliance: Detail any experience with high-end client interaction, financial documentation, and adherence to legal confidentiality in previous roles.
Frequently Asked Questions
Find answers to common questions about this job opportunity
01What is the typical weekly compensation for the Estate Planning Front Office Assistant role?
02Does Orchestrate Consulting Group hire directly for this Estate Planning Front Office Assistant position?
03What does 'aligned to the Washington EST time zone' mean for a remote Estate Planning Front Office Assistant?
04What CRM systems should I be familiar with for this Estate Planning Front Office Assistant role?
05What type of clients will the Estate Planning Front Office Assistant be interacting with?
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