We are a fast-growing estate planning company helping families protect their homes and legacy across all 50 states.
We are looking for a **tech-savvy,** **reliable, organized, and detail-oriented Administrative Assistant** who takes pride in doing things the right way and following structured systems.
This is a **long-term opportunity** for someone who values stability, consistency, and professional growth.
**Compensation**:
$5 - $6 hourly
**Responsibilities**:
- Answer incoming phone calls professionally
- Respond to client messages in CRM (Zoho)
- Keep records updated and accurate
- Follow step-by-step systems and checklists
**- Future Growth Opportunities**:
- Assist with estate plan processing
- Help prepare client files and documents
- Participate in client interviews (after training)
**Qualifications**:
You may be a great fit if:
- You prefer **clear instructions and structured processes**:
- You enjoy **staying organized and completing tasks efficiently**:
- You take pride in **accuracy and doing things correctly the first time**:
- You are **dependable and consistent** (you show up and follow through)
- You prefer a **calm, steady work environment** over chaos
**- Who This Role Is NOT For**:
This position is NOT a good fit if:
- You get bored with structured or repetitive tasks
- You prefer to “figure things out your own way” instead of following systems
- You struggle with organization or attention to detail
- You are inconsistent with schedules or communication
- You need constant change, excitement, or supervision
**About Company**
At Wealth Crafters LLC, our mission is simple**:help families protect their homes and legacy through structured, reliable estate planning.**
We are a **process-driven company** that values **accuracy, organization, and consistency** in everything we do. Our work directly impacts families, so we take pride in doing things **the right way the first time**.
We operate in a **structured and professional environment** where expectations are clear, systems are followed, and team members are supported with training and defined processes.
**We Value**:
- **Attention to detail**:
- **Accountability**:
- **Consistency**:
- **Long-term growth**
When you join our team, you’re not stepping into chaos — you’re stepping into a **stable system designed to help you succeed and grow over time.