Trust Funding Coordinator
Job Description
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Training & development
- Vision insurance
- Prepare customized funding instructions based on each clients Asset Detail Report (ADR)
- Educate clients on how to retitle accounts, update beneficiaries, and transfer assets into their trust
- Monitor for verification of funding and follow up with financial institutions as needed
- Witness the signing of estate planning documents, including wills and trusts
- Coordinate the sending of signed documents to clients and relevant parties
- Collaborate with attorneys and paralegals to ensure funding aligns with the clients estate plan
- Maintain accurate records of funding progress and client communications
- Prior experience in estate planning, financial services, or legal administration preferred
- Strong attention to detail and organizational skills
- Excellent verbal and written communication abilities
- Comfort with handling sensitive documents and maintaining confidentiality
- Ability to work independently and as part of a collaborative team
- Familiarity with Microsoft Office Suite; experience with legal or CRM software is a plus
Were looking for someone who is passionate about helping families plan for the future and who values collaboration and personal growth. Our team thrives on accountability, loyalty, reputation, and continuous self-improvementand we hope you do too.
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