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:
Work Location: In person
