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