Trust Funding Coordinator

• Review estate planning documents to identify assets requiring funding.
• Prepare, organize, and process deeds, letters, and other funding documents.
• Communicate directly with clients to gather information and provide updates.
• Coordinate with banks, financial advisors, and other institutions to retitle accounts and transfer assets.
• Track progress of funding tasks in the firm’s systems and follow up to ensure completion.
• Maintain accurate, detailed records of all asset transfers and documentation.
• Collaborate with attorneys, paralegals, and client service team members to ensure a seamless process.
• Provide a supportive and professional client experience, offering reassurance and clarity throughout the funding process.
• Proactively identify and resolve obstacles that may delay funding.

• Strong attention to detail with excellent organizational and follow-up skills.
• Clear and professional communication abilities, both written and verbal.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Tech-savvy and comfortable learning new systems; proficiency with Microsoft Office (Word, Excel, Outlook) required.
• Professionalism and client-centered mindset; able to build trust and rapport with clients.
• Problem-solving ability and initiative to move tasks forward without constant supervision.
• Prior experience in a law firm, financial services, banking, or real estate environment preferred but not required.
• Bachelor’s degree in business, legal studies, or a related field is a plus (not required).

The Rutkowski Law Firm