Funding Coordinator Position Available In Oneida, New York

Funding Coordinator Hilton Estate & Elder Law, LLC 2100 Genesee Street, Utica, NY 13502

Responsibilities:

Handle back office admin including critical transfer of assets to Irrevocable and revocable trusts

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. Provide updates to clients on the status of trust funding activities and address inquiries professionally. Collaboration with

Legal and Financial Teams:

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.

Process Improvement:

Contribute to the development and improvement of trust funding procedures. Identify opportunities for enhanced efficiency and effectiveness in trust funding operations.

Qualifications:

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.

Job Type:

Full-time Pay:

$18.00 – $20.00 per hour

Benefits:

Paid time off

Schedule:

Monday to

Friday Work Location:

In person