Legal Assistant I, Funding Specialist

Evans & Davis • Edmond, OK

130d

About The Position

The Funding Specialist is a vital part of the Evans & Davis estate planning process, ensuring that all client assets are successfully transferred to a client’s trust. Your careful attention to this important part of the client journey provides peace of mind and ensures there are no surprises during a family’s most difficult moments.

Requirements

• Show exceptional attention to detail
• Consistently complete tasks with a high degree of accuracy
• Exhibit a passion for helping people
• Enjoy a fast-paced workplace
• Be flexible and open to change and improvement
• Navigate sensitive information with compassion and confidentiality
• Pursue excellence without waiting to be directed
• Take ownership of learning and growth
• Work effectively under pressure
• Bring a positive, team-first attitude to every interaction
• Excellent editor
• Proficiency in Adobe Acrobat, Microsoft Word, and Microsoft Excel

Responsibilities

• Efficiently gather (deeds/third-party forms/etc), create, examine, prepare, and organize all funding documents in preparation for attorney-client signing meetings
• Accurately manage, organize, maintain, and save funding documents in digital filing systems
• Update the client intake form with all funding information
• Follow up with clients to gather any missing funding information
• Prepare documents for occasional deed matters
• Proofread and edit funding documents
• Regularly update information in Lawmatics–the firm’s CRM tool
• Answer asset-related client questions while matters are open and after closing
• Research and monitor third-party institutions and county policies to ensure all client assets are handled appropriately
• Provide general assistance with administrative tasks, as needed
• Work collaboratively as an important member of the Funding Specialist Team, assisting colleagues as needed

Benefits

• Medical, dental, vision, life, and long-term disability insurance at no cost for eligible, full-time employees
• Health Savings Account
• 401K match
• Paid parental leave
• Earned flexibility
• Learning & development opportunities
• Holiday parties and team outings

What This Job Offers

• Job Type: Full-time