What are the responsibilities and job description for the Funding Coordinator position at Hooper Law Office, LLC?
Hooper Law Office, the leading estate planning and elder law firm in the Fox Cities, is continuing to grow! We are seeking a Funding Coordinator to play a vital role in supporting clients with the funding of their trusts. This position offers an opportunity to ensure a seamless and efficient process by managing asset transfers, preparing legal documents, and delivering outstanding client service. The role involves collaboration with both clients and financial institutions, making it a great fit for individuals with experience in banking, title production, retirement, escrow, or estate planning.
Qualifications:
- High school or equivalent (Required)
- Computer Skills (Required)
- US work authorization (Required)
- Customer service 1 year (Preferred)
Job Summary: As a Funding Coordinator, you will provide our clients with exceptional client support and assist them with making sure their estate planning process is completed. You will be responsible for working with paralegals, attorneys, financial advisors and financial institutions, guiding our clients to make sure their documents are complete and all forms are properly completed.
Responsibilities include:
- Working with members of the funding team to manage clients' needs.
- Communicating with clients by phone, email, and mail.
- Scheduling in-person meetings with clients to assist them with documentation when needed.
- Assisting paralegals in providing funding reports for estate planning clients.
- Reviewing, sorting, scanning, and filing documentation from clients as needed, and working with both clients and their financial institutions to complete paperwork.
- Assisting with various office duties as needed, including answering phones, following up with emails, and covering the reception desk.
- Coordinate mailings to clients and outside professionals
- Serving as a witness for clients during document signings.
- Miscellaneous duties as assigned
Essential Skills:
- Detail oriented, strong analytical and organizational skills, multi-tasking and managing multiple projects.
- Ability to use and operate printers, scanners, computers, postage machines, and other office equipment as required.
- Ability to communicate and interact with clients and co-workers in a professional and courteous manner.
- Self-motivated with a positive attitude and the ability to work both as a team and independently.
- Proficient in Microsoft Office.
- Willingness to learn new skills and adapt to new challenges.
Job Type: Full-time
Benefits:
- Health Insurance
- Dental Insurance
- Vision Insurance
- IRA with Employer Match
- Paid Time Off
- Half-Day Fridays
Schedule:
- Monday to Thursday 8am to 5pm & Friday 8am to 12pm
- Occasional evening/weekend hours as needed.
Job Type: Full-time
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
