Funding Specialist

Evans & Davis; Edmond (OK); On-site; USD 40,000 - 55,000; Full time

Job summary

Join a leading firm in estate planning as a Funding Specialist, where you will ensure client assets are smoothly transferred to trusts. Your role is crucial in providing peace of mind during challenging family moments. Work in a supportive environment with a focus on excellence and compassion, while enjoying a range of meaningful benefits and perks.

Benefits

Medical, dental, vision insurance

Health Savings Account

401K match

Paid parental leave

Learning & development opportunities

Qualifications

• Exceptional attention to detail and accuracy.
• Ability to navigate sensitive information with compassion.

Responsibilities

• Gather and organize funding documents for attorney-client meetings.
• Manage and maintain digital filing systems for funding documents.
• Collaborate as part of the Funding Specialist Team.

Skills

Attention to Detail

Compassion

Flexibility

Teamwork

Tools

Adobe Acrobat

Microsoft Word

Microsoft Excel

Job description

Who We Are

Evans & Davis exists to champion family legacies. We’re a national firm devoted exclusively to estate planning, trust administration services, probates, and business law. We know our field inside and out, and we build client relationships that last a lifetime.

When you join the Evans & Davis team, you join an organization fiercely committed to our core values:

• Excellence–Practice Like a Champion: We work hard and compete to win. We’re preparing for the championship–performing to our highest level, improving our craft, and consistently exceeding expectations;
• Compassion–Climb Aboard the Meal Train: We care deeply about our clients, each other, and the community–showing up in the good times and the tough times. Every interaction is rooted in trust, respect, and genuine concern;
• Hospitality–Create Wow Experiences: We create unforgettable moments–practicing unreasonable hospitality and highlighting each person's uniqueness. This leaves a lasting impact on clients, referral sources, and each other;
• Strategic–Play Chess, Not Checkers: We anticipate next steps–looking ahead to solve problems. This makes life easier for colleagues, and the client experience improves; and
• Tactical–Clear the Obstacles: When we see a problem, we fix it–clearing obstacles, solving problems, and diving into every task with a team-first attitude. We’re all in this together.

How You’ll Make a Difference

The Funding Specialist is a vital part of the Evans & Davis estate planning process, ensuring that all client assets are successfully transferred to a client’s trust. Your careful attention to this important part of the client journey provides peace of mind and ensures there are no surprises during a family’s most difficult moments.

Your Schedule

In person, Monday to Friday from 8 a.m. to 5 p.m.

Your Job Description

• Efficiently gather (deeds/third-party forms/etc), create, examine, prepare, and organize all funding documents in preparation for attorney-client signing meetings;
• Accurately manage, organize, maintain, and save funding documents in digital filing systems;
• Update the client intake form with all funding information;
• Follow up with clients to gather any missing funding information;
• Prepare documents for occasional deed matters;
• Proofread and edit funding documents;
• Regularly update information in Lawmatics–the firm’s CRM tool;
• Answer asset-related client questions while matters are open and after closing;
• Research and monitor third-party institutions and county policies to ensure all client assets are handled appropriately;
• Provide general assistance with administrative tasks, as needed; and
• Work collaboratively as an important member of the Funding Specialist Team, assisting colleagues as needed.

Who You Are

• Show exceptional attention to detail;
• Consistently complete tasks with a high degree of accuracy;
• Exhibit a passion for helping people;
• Enjoy a fast-paced workplace;
• Be flexible and open to change and improvement;
• Navigate sensitive information with compassion and confidentiality;
• Pursue excellence without waiting to be directed;
• Take ownership of learning and growth;
• Work effectively under pressure; and
• Bring a positive, team-first attitude to every interaction.

Other Role Requirements

• Excellent editor
• Proficiency in Adobe Acrobat, Microsoft Word, and Microsoft Excel

Our Benefits and Perks

Great work comes from great people who are trusted, empowered, and supported. That’s why Evans & Davis provides meaningful benefits and earned perks.

• Medical, dental, vision, life, and long-term disability insurance at no cost for eligible, full-time employees;
• Health Savings Account;
• 401K match;
• Paid parental leave;
• Earned flexibility;
• Learning & development opportunities; and
• Holiday parties and team outings