Virtual Assistant for Estate Planning Firm

At Willow Creek Estate Planning, we help clients secure their futures and navigate elder law matters. As our practice grows, we's seeking a dedicated virtual assistant to help streamline our administrative operations. Your primary responsibilities will involve managing our client intake process, scheduling consultations efficiently, and meticulously organizing digital case files. This role is crucial for improving our overall practice efficiency and ensuring our clients receive timely support. We need someone reliable to handle general administrative tasks, including client communication and document management. If you're organized, detail-oriented, and comfortable working independently, we encourage you to apply.