- Provide updates to clients on the status of trust funding activities and address inquiries professionally.
- 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.
- Contribute to the development and improvement of trust funding procedures.
- Identify opportunities for enhanced efficiency and effectiveness in trust funding operations.
- 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.
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Trust Funding Coordinator - Ventura, United States - Hermance Law
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.
Financial Teams:
Process Improvement:
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.
