Part-Time Virtual Assistant - Remote

We are a small but growing estate planning law firm dedicated to helping families protect their assets, plan for the future, and achieve peace of mind.

Our mission is simple: to improve our community, one family at a time. We believe that helping families preserve and protect their wealth and accomplish their goals allows us to make a meaningful difference in the lives of our clients.

We are seeking an experienced Part-Time Virtual Assistant to join our team in a remote position. We are looking for someone who is organized, dependable, tech-savvy, and genuinely enjoys helping people. This position is ideal for someone who wants more than just a job and is looking for an opportunity to make a meaningful contribution to a growing team.

Position Details
Position: Part-Time Virtual Assistant
Work Arrangement: Remote
Hours: 20 hours per week

Experience Required: At least 3 years of relevant administrative, virtual assistant, legal, or client-service experience

What You’ll Do
As a Virtual Assistant, you will support our attorneys and team members in providing exceptional client experience. Responsibilities may include:

• Answering and directing telephone calls in a professional and welcoming manner
• Scheduling and coordinating client appointments
• Communicating professionally with clients, prospects, and referral sources by phone and email
• Providing administrative support to staff
• Managing and organizing documents and electronic files
• Using Microsoft Office, Adobe, and other technology platforms
• Entering and maintaining accurate information in firm systems
• Following established systems, procedures, and workflows
• Assisting with client and prospect follow-ups
• Learning and working within new software, technology, and processes
• Supporting the team with additional administrative projects as needed

What We’re Looking For
The ideal candidate is organized, detail-oriented, dependable, and comfortable working independently in a remote, systems-driven environment. You should enjoy learning, solving problems, communicating with people, and helping a team accomplish its goals.

You should have:

• At least 3 years of relevant work experience
• Excellent written and verbal communication skills
• Strong professional telephone and client-service skills
• Proficiency with Microsoft Office and Adobe applications
• Strong computer skills and the ability to quickly learn new software and technology
• Excellent organizational and time-management skills
• Strong attention to detail and a commitment to producing quality work
• Ability to prioritize and manage multiple tasks effectively
• Ability to work independently and remain productive in a remote environment
• Ability to follow established processes while identifying opportunities for improvement
• Strong problem-solving and critical-thinking skills
• Reliability, accountability, patience, and professionalism
• Flexibility and the ability to adapt to changing priorities, systems, and processes
• Ability to communicate proactively and collaborate effectively with a remote team

Law firm or legal industry experience is a plus. An Associate’s Degree or higher is preferred but not required.

You will receive ongoing coaching and training, with clear expectations, goals, and milestones to help you succeed in the role.

Why Join Us?

If you are looking for a remote position where your work has purpose, where you can continue developing professionally, and where you can make a meaningful contribution to both the team and our clients, we would love to hear from you.

To apply, please send us the following:

1. Send your Cover Letter and Resume, including all relevant experience.
2. A ONE MINUTE VIDEO, telling us something specific about yourself that makes you a good fit for this position.
3. Upload to ----------