Trust Funding Coordinator

Rutkowski Law Firm; Rochester (MI); On-site; USD 36,000 - 44,000; Full time

Job summary

Rutkowski Law Firm is seeking a Trust Funding Coordinator in Rochester, Michigan, responsible for implementing clients’ estate plans by transferring assets into trusts. The role involves preparing funding documents, tracking progress, and ensuring clear communication with clients. The ideal candidate will show exceptional attention to detail, possess strong organizational skills, and maintain a client-focused mindset. Competitive annual compensation is set at $40,000.

Qualifications

• Exceptional attention to detail.
• Strong organizational skills.
• Client-focused mindset.

Responsibilities

• Ensure clients’ estate plans are implemented by funding trusts.
• Prepare and process funding documents.
• Maintain communication with clients throughout the process.

Job description

The Trust Funding Coordinator is responsible for ensuring clients’ estate plans are successfully implemented by transferring and titling assets into their trusts. This role serves as the key link between clients, financial institutions, and the firm’s legal team to make sure every trust is fully funded. The Coordinator will prepare and process funding documents, track progress, and maintain communication with clients throughout the process. Success in this position requires exceptional attention to detail, organizational skills, and a client-focused mindset.

Compensation: $40,000 yearly