Full-Time Estate Planning Virtual Assistant Position Summary: We are RecLatam and we are hiring on behalf of our client, a law firm based in Lakeland, Florida. They need a proactive and detail-oriented Estate Planning Virtual Assistant to support attorneys at a law firm with administrative and secretarial tasks. This full-time, remote role is essential for managing client onboarding, preparing engagement letters, and helping keep operations organized and efficient. Key Responsibilities: - Draft and send engagement letters to new and existing clients. - Enter and manage client data in Clio (legal practice management software). - Provide secretarial support to attorneys, including managing calendars, emails, and administrative tasks. - Maintain and organize digital client files, ensuring all documentation is accurate and up to date. - Coordinate with clients regarding scheduling, follow-ups, and necessary documents. - Assist with billing entries and general administrative support. - Ensure compliance with the firm's confidentiality and security standards. Requirements: - Experience as a legal assistant, virtual assistant, or in administrative support (experience in estate planning is a plus). - Proficiency with Clio or similar legal software. - Strong organizational and communication skills. - Highly dependable, detail-oriented, and capable of working independently. - Must be available full-time during Eastern Time (ET) business hours. - Professional remote work setup with high-speed internet. Preferred Skills: - Background supporting attorneys in estate planning or other legal fields. - Familiarity with Microsoft Office, Zoom, and cloud-based collaboration tools. - Friendly, professional demeanor with a client-focused mindset. Work Environment Expectations: - Must work from a dedicated, quiet home office. - No distractions or personal interruptions during working hours. - Must comply with all confidentiality, HIPAA, and firm-specific protocols.