- Prepare documents that detail clients' assets and recommendations to achieve estate planning goals.
- Communicate with clients to confirm and gather information about their assets; including banking, investments, insurance, and any other type of personal and real property.
- Communicate with financial advisors, insurance brokers and other similar investment agencies to achieve the clients' estate planning goals.
- Complete necessary documents and letters on behalf of the client to retitle and change beneficiary designations.
- Organize client files and maintain reports.
- Manage a large caseload.
- Attend client, attorney, and staff meetings.
- Assist in other duties as assigned.
- Attendance at evening appointments, as scheduled.
- 2-3 years of relevant experience in a legal or financial setting preferred, but not mandatory for candidates demonstrating strong competency in related skills.
- An associate's or bachelor's degree in Finance, Accounting, or a related field preferred but not required.
- CRM experience preferred, but not required.
- High-level organizational and time-management skills.
- Exceptional communication and customer service skills are crucial.
- Highly organized with keen attention to detail.
- Ability to work effectively in a small office environment.
- Evening work, as needed.
- Candidates must be team players with a mindset posed for growth.
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Funding Coordinator - Cranberry Township, United States - Sechler Law Firm
3 weeks ago
Description
Job Description
Job DescriptionThe firm is seeking a skilled and experienced Funding Coordinator to support our growing legal team. This individual will assist clients in the completion of their estate planning by retitling assets to their trusts and updating beneficiary designations. The ideal candidate for this position will use their work experience and organizational skills to prepare and maintain a report of client assets and the status of the clients progress through the funding process. This includes communication with clients and financial institutions. If you're looking to fill an invaluable position at this firm and love helping others, apply today
Responsibilities:At Sechler Law Firm, LLC, our mission is to help families make great plans. Our process first provides you with the education necessary to make informed decisions with regard to your planning. Then we put the proper documents and legal framework in place to respond to life's unfortunate changes.
Our Estate Planning law office is headquartered in Cranberry Township, PA. From this office, we happily serve the residents of Cranberry, Mars, Wexford, Pittsburgh, Butler, and the residents of surrounding communities. As one of the region's only Certified Elder Law Attorneys, Tim Sechler, and his team often assist families from across Western Pennsylvania.
