Trust Funding Coordinator

Our Team is our Greatest Asset We are seeking a friendly and professional Trust Funding Coordinator to join our esteemed estate planning law firm. The ideal candidate will be the first point of contact for clients and visitors, ensuring a positive and welcoming experience. The Trust Funding Coordinator will handle a variety of administrative tasks including communications with clients, and play a pivotal role in maintaining the smooth operation of the firm. Responsibilities: • Trust Funding Management: Oversee and execute the trust funding process for client portfolios. Ensure accurate and timely transfer of assets into trusts, including real estate, financial accounts, and personal property. • 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: This job is a part-time role of 20 hours a week. The work location will be a mix of Ventura, Westlake Village, and remote work. • 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. Compensation: $18 - $20 hourly

• Trust Funding Management: Oversee and execute the trust funding process for client portfolios. Ensure accurate and timely transfer of assets into trusts, including real estate, financial accounts, and personal property. • 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.