Trust Funding Coordinator

About the role

You’ll play a crucial role in simplifying and securing clients' futures by ensuring their estate plans are executed smoothly. Your work will directly impact families by transferring and titling assets into trusts, serving as the essential bridge between clients, financial institutions, and our legal team.

Responsibilities

• Prepare and process funding documents
• Track every step of the process
• Keep clients informed and supported throughout the journey

Requirements

• Meticulous attention to detail
• Strong organizational skills
• Dedication to providing a client experience that's warm and reassuring

Qualifications

• Bachelor's degree in a related field
• Experience in trust administration or similar role
• Proficiency in Microsoft Office Suite

Skills

• Excellent communication skills
• Ability to manage multiple tasks simultaneously
• Attention to detail

Benefits

We offer a competitive compensation package including health insurance, retirement benefits, and professional development opportunities.

Pay

$40,000 - $45,000 yearly

Schedule

Full-time position