What are the responsibilities and job description for the Trust Funding Coordinator position at Rutkowski Law Firm?
The Trust Funding Coordinator is responsible for ensuring clients’ estate plans are successfully implemented by transferring and titling assets into their trusts. This role serves as the key link between clients, financial institutions, and the firm’s legal team to make sure every trust is fully funded. The Coordinator will prepare and process funding documents, track progress, and maintain communication with clients throughout the process. Success in this position requires exceptional attention to detail, organizational skills, and a client-focused mindset.
Compensation: $40,000
Compensation: $40,000
Salary : $40,000