[Hiring] Trust Funding Coordinator @People Partners

Role Description

This is a remote position.

As a Trust Funding Coordinator, you'll play an important role in ensuring client assets are properly transferred into trusts. Your attention to detail, organization, and ability to coordinate with financial institutions will help deliver a seamless trust funding process while supporting a high-performing legal team behind the scenes.

Key Responsibilities:

• Prepare ownership transfer and beneficiary change documentation.
• Coordinate trust funding packets for clients.
• Liaise with banks and financial institutions regarding trust funding.
• Manage trust funding correspondence and follow-ups.
• Coordinate deed recording activities.
• Maintain accurate and organized digital client files.
• Ensure documentation is completed accurately and within required timeframes.
• Support attorneys with trust funding administration.
• Monitor multiple funding matters and maintain progress updates.

Qualifications

• At least 2 years of administrative experience.
• Experience in a law firm, banking, financial services, or professional services environment.
• Experience preparing legal or financial documentation.
• Proficiency in Microsoft Office.
• Experience using cloud-based document management systems.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.

Requirements

• Experience with trust funding.
• Experience using Clio.
• Experience coordinating with financial institutions on legal documentation.

Benefits

• Permanent Work-from-home setup.
• Company-provided equipment.
• Secondary Wi-Fi Modem.
• 21 Leave Credits Annually - Leave benefits begin on Day 1.
• 100% conversion of UNUSED leave credits.
• HMO on Day 1.
• 13th Month Pay.
• Monthly Gift Voucher.
• Milestone Tokens (Birthday/Anniversary/Christmas).
• A Life Beyond the Screen #WorkLifeBalance.
• Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.