What are the responsibilities and job description for the Funding Coordinator position at Risch Results?
Overview of the Role:
The position is with an estate and probate planning law firm based in Sugar Land, TX. The firm is expanding and looking for a Funding Coordinator to join the team. In this role, you would work directly with clients to help them fund their trusts, ensuring that assets are properly titled and transferred into the trust. You would also collaborate with financial institutions, such as banks and investment firms, to gather the necessary documents and complete the funding process.
Key Responsibilities:
- Verifying and reviewing client documents, ensuring everything is correct and complete.
- Assisting clients in transferring their assets into their trusts, which might involve working with deeds, beneficiary designations, and financial records.
- Maintaining detailed records and ensuring that all transactions are captured accurately in the firm’s case management system.
- You would also be in frequent communication with clients to guide them through the funding process and provide updates, answering any questions that may arise.
Requirements:
- 2 years of experience in a role requiring a high level of accuracy and customer service (law firm experience is a plus)
- HS Diploma or Bachelor's degree preferred
- Excellent customer service and soft skills
The firm is looking for someone with a strong financial background. Someone who’s comfortable with financial documents and can communicate clearly with clients and financial institutions will make a good fit.
