Trust Funding Coordinator Position Available In St. Louis, Missouri

Trust Funding Coordinator Law Firm – Creve Coeur Creve Coeur, MO 63141

Job Description Trust Funding Coordinator Introduction:

West St. Louis County law firm is seeking a Trust Funding Coordinator to help clients appropriately identify, label and transfer assets into their trusts. Responsibilities

• Compile, Review, and Enter Asset Data
• Obtaining deeds from county recorders offices
• Manage both paper and electronic documents
• Create financial summaries
• Check and answer email and voicemail in a timely manner
• Prepare and coordinate documents for trust funding, including all aspects of quality control and customer service prior to funding
• Work closely with financial advisors and customer service representatives to gather the necessary documentation to complete client trust funding
• Maintain consistent follow-up on client files
• Ability to multi-task and handle a high volume of client files in a timely manner
• Schedule client funding meetings
• Ability to conduct regularly scheduled face-to-face meetings with individual clients and their financial advisor, accountants, and other professionals
• Proof reading and making corrections
• Independently organize / prioritize provided tasks Knowledge & Abilities The successful candidate will ideally possess strong, hands-on working knowledge of:
• Estate planning, banking, and/or financial planning (preferred, but not required)
• Knowledge of basic financial statements and legal documents (preferred, but not required)
• Ability to use / navigate

Excel and Word Education:

High School Diploma or GED certificate (some college preferred, but not required)

Skills/Strengths:

• Ability to adapt to changing environment
• Attention to detail
• Organization
• Outgoing / Personable / Confident
• Flexibility
• Strong Verbal communication skills.
• Team Oriented
• Detailed note taking

Experience:

• 2+ years of experience trust funding / trust administration and/or banking experience (preferred, but not required)
• Law Firm experience would be beneficial (preferred, but no required)
• Proven customer service skills developing trusted client relationships encompassing confidential and sensitive information.
• Experience managing multiple priorities and position responsibilities Other
• Must be US work authorized.
• No relocation available for position. Benefits
• Medical insurance, 100% company paid for the employee; insurance for other family members is available at employee’s expense.
• Employee can purchase dental / vision insurance and pay premiums with pre-tax dollars.
• 401k
• Bonus and Profit sharing; may be earned based on the overall success of the organization against its financial goals.
• Summer Hours; Historically offered from Memorial Day through Labor Day with 9 hr.

work days M-Th and 4 hr. work day on Fridays.

Job Type:

Full-time Job Type:

Full-time Pay:

$39,001.00 – $40,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee discount Health insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance

Schedule:

8 hour shift Day shift Monday to Friday No nights No weekends

Work Location:

In person