The firm is seeking a skilled and experienced Funding Coordinator to support our growing legal team. This individual will assist clients in the completion of their estate planning by retitling assets to their trusts and updating beneficiary designations.
The ideal candidate for this position will use their work experience and organizational skills to prepare and maintain a report of client assets and the status of the clients progress through the funding process.
This includes communication with clients and financial institutions. If you’re looking to fill an invaluable position at this firm and love helping others, apply today!
Responsibilities :
Qualifications :
About Company
Then we put the proper documents and legal framework in place to respond to life’s unfortunate changes.
Our Estate Planning law office is headquartered in Cranberry Township, PA. From this office, we happily serve the residents of Cranberry, Mars, Wexford, Pittsburgh, Butler, and the residents of surrounding communities.
As one of the region’s only Certified Elder Law Attorneys, Tim Sechler, and his team often assist families from across Western Pennsylvania.
Last updated : 2024-05-07
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