Funding Coordinator job vacancy in Providence Wills and Trusts – Jobs in North Carolina

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Job Details
Company Name : Providence Wills and Trusts
Company Location : Matthews, NC 28104
Job Position : Funding Coordinator
Job Category : Jobs in North Carolina

Job Description :

Full-Time Funding Coordinator for Estate Planning Law Firm

Job Brief:

We are a growing, family-oriented estate planning, probate, and elder law firm. We are looking for a friendly, intelligent, task-oriented, teachable, and well-rounded individual to ensure the continued smooth running of the office and effective client management. You will provide a broad range of administrative and client services under the supervision of an attorney. Primary job responsibilities for this position include fielding incoming calls, preparing and managing client asset inventories, and assisting clients with funding estate plans, including recording real estate deeds, updating titles to assets and accounts, and updating beneficiary designations. Responsibilities will include routine in-person visits to local banks and financial institutions, so reliable transportation is required.

This is a salaried position with potential for bonuses.

This position may split time between our Weddington office and our new Monroe office and may eventually transition to operating primarily out of the Monroe office.

When applying, please submit an attachment containing your cover letter, resume, and a brief writing sample telling us about a time when you overcame adversity. Applications lacking any of these elements will be disregarded.


Previous experience in a client-facing office position is strongly preferred. Previous experience as a paralegal or legal assistant in the specific fields of probate, trust administration, and/or elder law, or formal paralegal education including specific relevant coursework is a plus. Specific experience is secondary to finding someone with the skills and personality we’re looking for and the willingness to work hard to help build our practice. Previous experience in financial services, trust management, digital marketing, social media management, graphic design, or community outreach would be a bonus and should be noted in your cover letter if applicable.

Responsibilities Include:

  • Providing administrative support to an attorney and maintaining/enhancing office effectiveness
  • Handling communication with clients and prospective clients
  • Scheduling and maintaining calendars
  • Producing, printing, mailing, filing, etc. various documents relating to clients, prospective clients, and estate plans
  • Drafting, reviewing, and editing estate plan documents
  • Conducting Estate Plan Signing Meetings
  • Coordinating Trust Funding and Estate Inventory Processes
  • Regular Visits to Estates Clerk and Register of Deeds
  • Answering phone calls, providing information, and taking notes/messages
  • Maintaining and updating contact details and client correspondence
  • Monitoring and meeting deadlines
  • Conducting community outreach
  • Writing weekly content updates for our website (guidance will be provided)


  • Reliability
  • Kind and pleasant demeanor–you will be working directly with our clients and we want them to like you
  • Patience with frustrating situations–banks can be frustrating and you will be dealing with them regularly
  • Excellent communication and organizational skills
  • Ability to juggle multiple tasks
  • Excellent Attention to Detail (very important)
  • Computer literacy including Microsoft Word and basic Excel
  • Willingness/ability to learn and use client management software
  • Willingness/ability to quickly learn and understand existing day-to-day operations
  • Notary Public Preferred ( Clean Background Check to Qualify to Become a Notary Required)
  • Strong command of English language and grammar for proofreading legal documents

Bonus Skills (not required but let us know if any apply to you):

· Adobe Illustrator and Photoshop

· HTML and CSS

· Social Media Fluency

· Basic understanding of different types of investment and retirement accounts

· Bookkeeping and/or accounting

· Infusionsoft/Keap

Job Type: Full-time

Pay: $35,000.00 – $40,000.00 per year


  • Flexible schedule
  • Paid time off


  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • Matthews, NC 28104: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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