Wealth Transfer Associate

Wealth Transfer Associate MCF Advisors, LLC Lexington, KY Job Details Full-time 6 hours ago Benefits Pension plan Qualifications Project team coordination Workflow management (operations management method) 5 years Trust administration Senior level Paralegal experience Estate planning Communication skills Progress tracking (project management tasks) Full Job Description

OVERVIEW OF MCF MCF

is an investment management company that serves clients through three divisions: Wealth Management Services, Corporate Retirement Plan Services, and Institutional Investment Services. The Wealth Management Division provides investment management and comprehensive financial planning services to individuals, families, and privately-owned business owners. The Corporate Retirement Plan Services Division serves clients as a "Chief Retirement Plan Officer", providing fiduciary investment advice, plan governance, plan design consulting, vendor selections and interfacing, and participant education services. In addition, the Corporate Retirement Plan Services Division provides investment management for defined benefit plans, deferred compensation plans, and health insurance trusts. The Institutional Investment Division provides investment management and consulting services to pension plans, endowments, foundations, and private family offices. MCF is a Securities and Exchange Commission registered investment advisor. About the Role We are seeking a highly organized, experienced professional to serve in a dual role supporting both MCF Advisors and MCF Legal. This position is responsible for owning the estate planning process from post-design through execution and implementation, while also acting as a key operational bridge between the advisory and legal teams.

This role combines:

Paralegal-level legal support Client and advisor coordination Workflow and project management The ideal candidate is a career paralegal and coordinator who thrives in a fast-paced, high-touch environment, enjoys managing complex workflows, and takes pride in delivering a polished, outstanding client experience. Key Responsibilities Manage estate planning files from post-design through execution and funding support Enforce timelines and ensure accountability across all stages of the planning process Track & communicate status of all active matters and proactively share updates Serve as a central point of coordination between attorney, client, financial advisors, and service team members Coordinate scheduling, communications, and next steps across all parties Prepare & assemble high-quality client deliverables (binders, summaries, execution packets) Ensure documents are complete, accurate, and professionally presented Support a premium, high-touch client experience throughout the process Qualifications 5+ years of experience in wealth management and/or legal (estate planning, probate, trust administration, or related field strongly preferred) Demonstrated ability to independently manage client files from start to finish Strong organizational and project management skills Excellent written and verbal communication skills High attention to detail and ability to manage multiple priorities Experience working with high-net-worth clients or professional advisors is a plus Ideal Candidate Stable work history (2+ years in prior roles preferred) Seeking a long-term professional role with opportunity for growth and increasing responsibility (not a short-term or transitional position) Proactive, detail-oriented, and ownership-driven Comfortable operating in a fast-paced, growing practice Strong sense of accountability and follow-through Takes pride in delivering a high-end, polished client experience