Trust Funding Specialist for Estate Plans

Rutkowski Law Firm; Rochester (MI); Vor Ort; USD 36.000 - 44.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

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

Jobbeschreibung

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.