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Job Description:
Job Duck is seeking a professional and client‑focused Estate Planning Receptionist to support a well‑established estate planning practice serving high‑end trusts and estates. In this role, you will serve as the first point of contact for clients and visitors, delivering a welcoming, organized, and professional experience across phone and digital channels. You will manage a high volume of inbound calls and inquiries, conduct initial client intakes, schedule appointments, and ensure accurate information is captured in internal systems. This position plays a key role in maintaining smooth client flow by coordinating handoffs, following up on leads, and supporting daily front‑office operations. A successful Receptionist handles sensitive and confidential information with discretion while consistently representing the firm with professionalism and care.
• Salary Range: from $1,015 USD to $1,100 USD
Responsibilities include, but are not limited to:
Requirements:
Additional Job Description:
• Work Schedule: Monday to Friday, 8:30 AM to 5:30 PM EST
• Location: Remote, aligned with Washington EST time zone
• Practice Area: Estate Planning, Trusts, and Probate
• Equipment: Reliable computer, high‑speed internet, and professional remote work setup
Required Software and Tools:
• CRM: Lawmatics
• VOIP: DialPad
• Microsoft Excel
Required Skills:
• Strong attention to detail
• High level of reliability and accountability
• Experience handling confidential information
• Excellent written and verbal communication skills
• Tech‑savvy with the ability to learn new systems quickly
• Proficiency in Microsoft Excel and data entry
• Time management and organizational skills
• Ability to work independently in a remote environment
• Professional judgment and discretion
• Telephone Customer Service
• Answering Telephones
• Client Communication
• High Call Volume
• Email Management
• Client Management
Work Shift:
8:30 AM - 5:30 PM [EST][EDT] (United States of America)
Languages:
English
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.
