Trust Funding Paralegal

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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.

Responsibilities:

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.

Qualifications:

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

Benefits:

Medical and Dental
Vision
Employee Assistance Program
Paid Time Off and Holidays
401(k)

* 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.

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