Funding Assistant

Linville Estate Law • Franklin, TN

8d • Hybrid

About The Position

The Funding Assistant supports our Legal Operations team by managing administrative tasks for our funding services to ensure assets transfer smoothly and accurately into trusts.

Requirements

• Communicate professionally: excel in interpersonal and relationship-building skills, actively listen, show empathy, and influence others in verbal and written forms.
• Document information effectively, accurately, and promptly in software.
• Ability to thrive in a fast-paced work environment.
• Be a self-starter who can proactively address issues on behalf of others.
• Dedicate yourself to continuous improvement to better serve our firm and clients.
• Solve problems with a relentless solution focus, being a fast learner and hard worker.
• Collaborate incredibly well with people, with a natural bias towards execution.
• Exhibit exceptional time management, organizational, and prioritization skills.
• Demonstrate above-average administrative/clerical/technical skills and proficiency in operating necessary office equipment and software.
• Maintain confidentiality regarding clients, firm interests, and employees.

Nice To Haves

• Experience in the legal industry is a plus but not a requirement.

Responsibilities

• Serve as the primary administrative support for all funding activities, coordinating closely with clients and institutions under the direction of the Legal Operations Director.
• Communicate via Phone/E-Mail with clients to gather information and confirm asset details.
• Prepare detailed Family Wealth Inventory documents outlining client assets.
• Coordinate with financial institutions, advisors, and insurance agents to obtain client account information.
• Draft and prepare deeds, transfer forms, and related documents required for funding trusts.
• Provide general administrative support, including scheduling meetings, data entry, and handling correspondence.
• Organize and maintain legal documents and files related to our funding process.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed