V105- Billing and Legal Assistant- Estate Planning jobs in United States
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Job Duck · 2 weeks ago

V105- Billing and Legal Assistant- Estate Planning

Job Duck is a lifestyle company that connects ambitious individuals with rewarding remote job opportunities. They are seeking a Billing and Legal Assistant to support a busy estate planning and probate practice, ensuring accurate billing, maintaining organized records, and assisting attorneys with various tasks.

Staffing & Recruiting

Responsibilities

Send event invitations and conduct follow-ups with invitees. Gather, organize, and maintain information required for marketing events
Maintain consistent and accurate records in Smokeball. Provide occasional coverage for phones and emails as needed
Update documents and records within the CRM, flag errors, and assist in updating and maintaining document templates
Use established templates to complete legal documents and ensure documents are accurately pre-drafted
Manage and maintain attorney calendars and follow up on assigned tasks to ensure timely completion
Allocate approximately 50% of time to billing and invoicing while ensuring ethical billing practices. Prepare bills for attorneys and track, review, and verify time entries for accuracy and compliance

Qualification

Legal Assistant ExperienceBilling TasksSmokeballProbate KnowledgeEstate Planning KnowledgeReliableEnglishSpanishDetail-oriented

Required

2-3 years of experience as a legal assistant
Experience with Billing tasks is required
Familiarity with probate, estate planning, and guardianship matters is helpful
Software Required: Smokeball

Company

Job Duck

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We help incredible people find amazing careers working from home for a United States-based business.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase