About Us

We are a growing estate planning and business law firm focused on delivering a high-touch, organized, and seamless client experience. Our work spans estate planning, business law, and expanding into probate.

We are a small, high-performing, and growing team (2 full-time, 2 part-time, plus the owner/attorney). We value ownership, attention to detail, and people who actively look for ways to improve how things operate.

The Role

This is a high-impact, multi-functional role combining:

• Executive support
• Client services coordination
• Marketing execution

You will act as the right hand to the owner/attorney, a key client contact, and the engine behind consistent marketing execution.

This is not a task-based role — we are looking for someone who takes ownership, anticipates needs, and continuously improves systems.

Role Requirements

• Proven experience as an Executive Assistant or General Virtual Assistant in a U.S.-based law firm
• Willingness and ability to work U.S. business hours
• Marketing experience is a plus
• Strong technological proficiency and comfort with digital tools

Key Responsibilities

Executive Support

• Manage email and calendar proactively
• Track priorities, deadlines, and follow-ups
• Organize files and maintain systems
• Anticipate needs and reduce friction for the owner

Client Services & Coordination

• Serve as a first point of contact for clients
• Assist clients with intake completion and next steps
• Coordinate meetings and signing appointments
• Conduct confirmation calls and follow-ups for events
• Ensure a smooth, professional client experience

Operations & Data Management

• Maintain data and CRM accuracy, data integrity, and organization
• Track client progress and workflows
• Ensure nothing falls through the cracks
• Identify and suggest process improvements

Marketing & Content Execution

• Draft and schedule daily social media posts (content provided)
• Format and send weekly newsletters (content provided)
• Draft and publish weekly blog content (content provided)
• Design marketing materials (slides, flyers, etc.) using Canva
• Maintain and update referral partner database

Who This Role Is For

You will thrive in this role if you:

• Take initiative without waiting to be told what to do
• Are extremely organized and detail-oriented
• Can manage multiple responsibilities simultaneously
• Are tech-savvy and comfortable learning new systems quickly
• Communicate clearly and professionally with clients
• Enjoy improving systems and making things run more efficiently

Who This Role Is NOT For

This role is not a fit if you:

• Prefer narrowly defined, repetitive tasks
• Need constant direction or supervision
• Struggle with shifting priorities
• Are uncomfortable interacting with clients
• Are not confident using technology and digital tools

What Success Looks Like

• The owner’s time is protected and highly optimized
• Clients feel supported, informed, and cared for
• Marketing is consistently executed without gaps
• Systems are organized, accurate, and improving
• Deadlines and follow-ups are handled proactively

Role Details

• Location: Fully Remote (Overseas candidates welcome)
• Schedule: Full-time, aligned with standard U.S. business hours
• Compensation: Based on experience and location
• Requirements: Strong tech proficiency required
• Starting rate: $8 per hour, could be higher depending on experience

We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.