• Support an established estate planning practice serving high-end trusts and estates. • Manage administrative tasks, support client communication, and maintain accurate records. • Deliver a professional and confidential experience for clients while allowing the attorney to focus on legal strategy. • Follow established procedures to protect sensitive and confidential information. • Organize and track client information and financial details. • Maintain and update CRM records in Lawmatics. • Ensure files and records are properly maintained and up to date. • Support administrative tasks related to estate planning matters. • Assist with accurate data entry and document management. • Handle email communication with clients and internal stakeholders. • Answer and manage incoming phone calls professionally.

• Answer and manage incoming phone calls professionally • Follow established procedures to protect sensitive and confidential information • Ensure files and records are properly maintained and up to date • Organize and track client information and financial details • Support administrative tasks related to estate planning matters • Maintain and update CRM records in Lawmatics • Handle email communication with clients and internal stakeholders • Assist with accurate data entry and document management

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking a motivated and organized Travel Arrangements Coordinator to assist clients with coordinating travel plans and ensuring each trip is organized efficiently. This role focuses on research, planning accuracy, and client communication to provide dependable planning support throughout the travel process. - Communicate with clients to gather travel preferences, schedules, and budgets - Research destinations, accommodations, transportation options, and activities - Coordinate reservations, confirm bookings, and prepare documentation - Maintain organized records - Assist clients with updates, confirmations, and itinerary adjustments before, during, and after travel Qualifications - Strong communication and customer service abilities - Excellent organizational and multitasking skills - Attention to detail and problem-solving mindset - Ability to work independently in a remote environment - Applicants must be legally authorized to work in the United States, Mexico, the United Kingdom, Spain, or Australia Benefits - Flexible remote work environment - Training and onboarding support - Access to travel planning resources and tools - Opportunities for career development Company Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Getaway Planning Specialist supports clients by organizing short-term and leisure-focused vacation experiences through structured coordination and careful planning. In this role, you will assist clients by helping them review options, organize planning details, and manage timelines so each getaway is clearly outlined and easy to follow. Your work will focus on organization, accuracy, and communication while guiding clients through the planning process. - Coordinate accommodations, experience options, scheduling considerations, and planning timelines - Follow established procedures and quality standards - Provide comprehensive training to ensure understanding of systems, planning procedures, and communication standards - Receive ongoing professional guidance to help remain organized, consistent, and confident in responsibilities - Enjoy managing details and contributing to smooth, well-organized getaway experiences Qualifications - Strong organizational and communication skills - Detail oriented and reliable - Comfortable working independently in a remote environment - Interest in leisure and getaway planning Benefits - Comprehensive training and onboarding - Flexible remote scheduling - Performance-based pay structure - Ongoing professional guidance - Access to planning systems and tools Company Description