Estate Planning Front Office Assistant

JOB DUCK IS HIRING AN ESTATE PLANNING FRONT OFFICE ASSISTANT

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification for 4 years

Role Overview

Job Duck is seeking a detail‑oriented Estate Planning Intake Specialist to support a well‑established estate planning practice serving high‑end trusts and estates. In this role, you will act as the first point of contact for prospective and existing clients, managing initial inquiries and guiding them through the intake process with professionalism and care. You will collect accurate client information, schedule consultations, and ensure a seamless ha...