Legal Assistant I, Funding Specialist

Evans & Davis • Edmond, OK

13d

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; and
• Bring a positive, team-first attitude to every interaction.
• Excellent editor
• Proficiency in Adobe Acrobat, Microsoft Word, and Microsoft Excel
• Law firm experience or banking/title background required

Nice To Haves

• Law firm experience in estate planning, funding prep, trust administration, or probate preferred

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; and
• 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; and
• Holiday parties and team outings

What This Job Offers

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