Funding Coordinator

Responsibilities:

• Handle back office admin including critical transfer of assets to Irrevocable and revocable trusts
• Documentation and Compliance: Maintain detailed records of trust funding activities, adhering to internal procedures.
• Client Interaction: Engage with clients to gather necessary information and documentation for trust funding processes.
• Provide updates to clients on the status of trust funding activities and address inquiries professionally.

Collaboration with Legal and Financial Teams:

• Work closely with legal professionals and financial advisors to integrate trust funding into comprehensive estate plans.
• Collaborate with internal teams to gather relevant information for trust funding processes.

Process Improvement:

• Contribute to the development and improvement of trust funding procedures.
• Identify opportunities for enhanced efficiency and effectiveness in trust funding operations.

Qualifications:

• High school diploma or equivalent; additional education or certification in office administration is a plus.
• Previous administrative experience, preferably in a professional office environment.
• Exceptional interpersonal and communication skills, both written and verbal.
• Strong organizational skills with keen attention to detail and accuracy.
• Proficiency in using Microsoft Office Suite (Word, Excel, Outlook) and basic office equipment.
• Ability to multitask and handle a high volume of incoming calls
• Professional and polished appearance with a customer-centric attitude.
• Discretion and understanding of the importance of maintaining client confidentiality.
• Ability to work collaboratively within a team and independently when necessary.
• Knowledge of estate planning terminology and processes is a plus, though not required.

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

• Paid time off

Schedule:

• Monday to Friday

Work Location: In person

Salary : $18 - $20