Trust Funding Coordinator (Night Shift) | ZR_1282_JOB
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AI Summary
The coordinator ensures client assets are properly transferred into trusts by preparing ownership and beneficiary documentation. They liaise with financial institutions and maintain organized digital client files to support a legal team.
This is a remote position.
Trust Funding Coordinator (Night Shift) - Remote
About PeoplePartners
- Looking for more than just your next job? At PeoplePartners, you'll find a career where people genuinely come first.
- As a Great Place to Work certified company, we're passionate about connecting talented professionals with exciting global opportunities while creating an environment where you can grow, learn, and thrive. Join a collaborative, people-first culture that values your contributions, supports your development, and gives you the opportunity to work with leading international businesses—all from the comfort of your home.
- We're currently recruiting on behalf of one of our valued US-based legal clients for a Trust Funding Coordinator.
Role Overview
- Some roles keep paperwork moving. This one helps protect legacies.
- As a Trust Funding Coordinator, you'll play an important role in ensuring client assets are properly transferred into trusts. Your attention to detail, organization, and ability to coordinate with financial institutions will help deliver a seamless trust funding process while supporting a high-performing legal team behind the scenes.
Key Responsibilities:
- Prepare ownership transfer and beneficiary change documentation.
- Coordinate trust funding packets for clients.
- Liaise with banks and financial institutions regarding trust funding.
- Manage trust funding correspondence and follow-ups.
- Coordinate deed recording activities.
- Maintain accurate and organized digital client files.
- Ensure documentation is completed accurately and within required timeframes.
- Support attorneys with trust funding administration.
- Monitor multiple funding matters and maintain progress updates.
Requirements
Required Qualifications (Must Have):
- At least 2 years of administrative experience.
- Experience in a law firm, banking, financial services, or professional services environment.
- Experience preparing legal or financial documentation.
- Proficiency in Microsoft Office.
- Experience using cloud-based document management systems.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities and meet deadlines.
Preferred Qualifications:
- Experience with trust funding.
- Experience using Clio.
- Experience coordinating with financial institutions on legal documentation.
Why Join PeoplePartners?
When you join PeoplePartners, you're joining a company that invests in your success. We offer:
- Great Place to Work certified culture.
- Permanent work-from-home setup.
- Competitive compensation package.
- Career development and growth opportunities.
- Ongoing learning and upskilling programs.
- Exposure to global clients and international best practices.
- Supportive leaders and collaborative teams.
- Employee engagement activities and recognition programs.
- A people-first culture where your contributions truly matter.
If you're passionate about delivering accurate, high-quality work and want to build a rewarding career supporting a respected US legal team, we'd love to hear from you. Apply today through PeoplePartners.
Work Details
- Work Setup: Permanent Work From Home.
- Schedule: Night Shift | Monday to Friday.
- Employment Type: Full-time.
- Client: US-based Legal Firm.
Benefits
- Permanent Work-from-home setup
- Company-provided equipment
- Secondary Wi-Fi Modem
- 21 Leave Credits Annually - Leave benefits begin on Day 1.
- 100% conversion of UNUSED leave credits
- HMO on Day 1
- 13th Month Pay
- Monthly Gift Voucher
- Milestone Tokens (Birthday/Anniversary/Christmas).
- A Life Beyond the Screen #WorkLifeBalance.
- Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.
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