Funding Assistant

ROLE SUMMARY

The Funding Assistant supports our Legal Operations team by managing administrative tasks for our funding services to ensure assets transfer smoothly and accurately into trusts.

QUALIFICATIONS

• Communicate professionally: excel in interpersonal and relationship-building skills, actively listen, show empathy, and influence others in verbal and written forms.
• Document information effectively, accurately, and promptly in software.
• Ability to thrive in a fast-paced work environment.
• Experience in the legal industry is a plus but not a requirement.
• Be a self-starter who can proactively address issues on behalf of others.
• Dedicate yourself to continuous improvement to better serve our firm and clients.
• Solve problems with a relentless solution focus, being a fast learner and hard worker.
• Collaborate incredibly well with people, with a natural bias towards execution.
• Exhibit exceptional time management, organizational, and prioritization skills.
• Demonstrate above-average administrative/clerical/technical skills and proficiency in operating necessary office equipment and software.
• Maintain confidentiality regarding clients, firm interests, and employees.

SPECIFIC DUTIES & RESPONSIBILITIES

• Serve as the primary administrative support for all funding activities, coordinating closely with clients and institutions under the direction of the Legal Operations Director.
• Communicate via Phone/E-Mail with clients to gather information and confirm asset details.
• Prepare detailed Family Wealth Inventory documents outlining client assets.
• Coordinate with financial institutions, advisors, and insurance agents to obtain client account information.
• Draft and prepare deeds, transfer forms, and related documents required for funding trusts.
• Provide general administrative support, including scheduling meetings, data entry, and handling correspondence.
• Organize and maintain legal documents and files related to our funding process.
• Perform other duties as assigned.

JOB DETAILS

• Position Type: Part-Time
• Schedule: Monday (In-Office), Tuesday through Friday (Remote)
• Office Expectations: Hybrid
• Hours: 20 Hours/Week
• Reports To: Legal Operations Director

ABOUT OUR FIRM

People spend their lives building a legacy, yet often feel lost when it comes to protecting it. At Linville Estate Law, we turn confusion into clarity by helping families create an estate plan that protects what matters most.

OUR VALUES

• The Client Experience Comes First: We exist to serve our clients' legal needs, doing so with a high level of intentionality in designing our systems and processes. As we create and maintain the processes that serve our clients, our guiding principle is to first consider "How will this feel for a client going through this process?"
• We Act Like People, Not Like Lawyers: "We act like people, not like lawyers," describes our commitment to "humanize" the legal process, ensuring that our clients feel supported, understood, and valued. We pride ourselves on our approachable demeanor, authentic communication, and genuine empathy, which allows us to break down the barriers often associated with the legal profession.
• We Are Committed To Continuous Improvement: We're not satisfied with the status quo because we know that there are ways that we can improve so that we are able to better serve our clients. If we improve our capabilities both in our systems and our skills, we will be able to provide better outcomes to our clients with a better experience.
• We Lead with Empathy & Compassion: Estate Planning is a field that involves hard decisions, high stakes, and protecting our clients' most important things: their family and their legacy. We honor the emotions our clients bring to the planning process by working to understand and honor our clients' feelings with a high amount of care and emotional intelligence.
• Honesty and Integrity Are At Our Core: Honesty and integrity are a prerequisite to being able to work in our office. We are dedicated to being transparent and fair, both with our clients and with our team members.