Trust Funding Coordinator

Job Description

Trust Funding Coordinator

Introduction:

West St. Louis County law firm is seeking a Trust Funding Coordinator to help clients appropriately identify, label and transfer assets into their trusts.

Responsibilities

· Compile, Review, and Enter Asset Data

· Obtaining deeds from county recorders offices

· Manage both paper and electronic documents

· Create financial summaries

· Check and answer email and voicemail in a timely manner

· Prepare and coordinate documents for trust funding, including all aspects of quality control and customer service prior to funding

· Work closely with financial advisors and customer service representatives to gather the necessary documentation to complete client trust funding

· Maintain consistent follow-up on client files

· Ability to multi-task and handle a high volume of client files in a timely manner

· Schedule client funding meetings

· Ability to conduct regularly scheduled face-to-face meetings with individual clients and their financial advisor, accountants, and other professionals

· Proof reading and making corrections

· Independently organize / prioritize provided tasks

Knowledge & Abilities

The successful candidate will ideally possess strong, hands-on working knowledge of:

· Estate planning, banking, and/or financial planning(preferred, but not required)

· Knowledge of basic financial statements and legal documents (preferred, but not required)

· Ability to use / navigate Excel and Word

Education:

High School Diploma or GED certificate (some college preferred, but not required)

Skills/Strengths:

· Ability to adapt to changing environment

· Attention to detail

· Organization

· Outgoing / Personable / Confident

· Flexibility

· Strong Verbal communication skills.

· Team Oriented

· Detailed note taking

Experience:

· 2 years of experience trust funding / trust administration and/or banking experience (preferred, but not required)

· Law Firm experience would be beneficial (preferred, but no required)

· Proven customer service skills developing trusted client relationships encompassing confidential and sensitive information.

· Experience managing multiple priorities and position responsibilities

Other

· Must be US work authorized.

· No relocation available for position.

Benefits

· Medical insurance, 100% company paid for the employee; insurance for other family members is available at employee’s expense.

· Employee can purchase dental / vision insurance and pay premiums with pre-tax dollars.

· 401k

· Bonus and Profit sharing; may be earned based on the overall success of the organization against its financial goals.

· Summer Hours; Historically offered from Memorial Day through Labor Day with 9 hr. work days M-Th and 4 hr. work day on Fridays.

Job Type: Full-time

Job Type: Full-time

Pay: $39,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Shift availability:

• Day Shift (Preferred)

Ability to Commute:

• Creve Coeur, MO 63141 (Required)

Work Location: In person

Salary : $39,000 - $40,000