Published date: October 17, 2020 9:39 am
Location: Grands Rapids, Michigan, United States
About the Job
The Trust Funding Paralegal will produce accurate data and drafted documents to fund our client’s trusts.
Communication with clients, financial professionals and other law firms is needed to complete the funding for our clients.
Prepare and draft documents
Meet with clients
Review financial statements and various legal documents
Communication with clients, financial institutions, financial professionals and other law firms to obtain information to begin our trust funding process.
2 years of customer/client service experience
2+ years’ experience in a financial setting, banking or insurance preferably
Proficient in Microsoft Word and Excel.
Education Required: Bachelor’s Degree or equivalent in work experience
Work Location: Grand Rapids Trust Funding Center Office
Medical and Dental
Employee Assistance Program
Paid Time Off and Holidays
* This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities.
There may be unplanned activities and other duties assigned.