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Trust Funding Coordinator

4 months ago

Ventura, United States Hermance Law Full time
Description

Our Team is our Greatest Asset

We are seeking a friendly and professional Trust Funding Coordinator to join our esteemed estate planning law firm. The ideal candidate will be the first point of contact for clients and visitors, ensuring a positive and welcoming experience. The Trust Funding Coordinator will handle a variety of administrative tasks including communications with clients, and play a pivotal role in maintaining the smooth operation of the firm.

Responsibilities

•Trust Funding Management: Oversee and execute the trust funding process for client portfolios. Ensure accurate and timely transfer of assets into trusts, including real estate, financial accounts, and personal property.
•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

This job is a part-time role of 20 hours a week. The work location will be a mix of Ventura, Westlake Village, and remote work.

•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.