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Legal Assistant I, Funding Specialist

Legal Assistant I, Funding Specialist

Evans & DavisEdmond, OK, US
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Job Description

Job Description

Salary : $45,000

Who We Are

Evans & Davis exists to champion family legacies. Were a national firm devoted exclusively to estate planning, trust administration services, probates, and business law. We know our field inside and out, and we build client relationships that last a lifetime.

When you join the Evans & Davis team, you join an organization fiercely committed to our core values :

  • ExcellencePractice Like a Champion : We work hard and compete to win. Were preparing for the championshipperforming to our highest level, improving our craft, and consistently exceeding expectations;
  • CompassionClimb Aboard the Meal Train : We care deeply about our clients, each other, and the communityshowing up in the good times and the tough times. Every interaction is rooted in trust, respect, and genuine concern;
  • HospitalityCreate Wow Experiences : We create unforgettable momentspracticing unreasonable hospitality and highlighting each person's uniqueness. This leaves a lasting impact on clients, referral sources, and each other;
  • StrategicPlay Chess, Not Checkers : We anticipate next stepslooking ahead to solve problems. This makes life easier for colleagues, and the client experience improves; and
  • TacticalClear the Obstacles : When we see a problem, we fix itclearing obstacles, solving problems, and diving into every task with a team-first attitude. Were all in this together.

How Youll Make a Difference

The Funding Specialist is a vital part of the Evans & Davis estate planning process, ensuring that all client assets are successfully transferred to a clients trust. Your careful attention to this important part of the client journey provides peace of mind and ensures there are no surprises during a familys most difficult moments.

Your Job Description

  • Efficiently gather (deeds / third-party forms / etc), create, examine, prepare, and organize all funding documents in preparation for attorney-client signing meetings;
  • Accurately manage, organize, maintain, and save funding documents in digital filing systems;
  • Update the client intake form with all funding information;
  • Follow up with clients to gather any missing funding information;
  • Prepare documents for occasional deed matters;
  • Proofread and edit funding documents;
  • Regularly update information in Lawmaticsthe firms CRM tool;
  • Answer asset-related client questions while matters are open and after closing;
  • Research and monitor third-party institutions and county policies to ensure all client assets are handled appropriately;
  • Provide general assistance with administrative tasks, as needed; and
  • Work collaboratively as an important member of the Funding Specialist Team, assisting colleagues as needed.

    • Who You Are

  • Show exceptional attention to detail;
  • Consistently complete tasks with a high degree of accuracy;
  • Exhibit a passion for helping people;
  • Enjoy a fast-paced workplace;
  • Be flexible and open to change and improvement;
  • Navigate sensitive information with compassion and confidentiality;
  • Pursue excellence without waiting to be directed;
  • Take ownership of learning and growth;
  • Work effectively under pressure; and
  • Bring a positive, team-first attitude to every interaction.

    • Other Role Requirements

  • Excellent editor
  • Proficiency in Adobe Acrobat, Microsoft Word, and Microsoft Excel
  • Experience in estate planning funding or banking / title background a plus

    • Our Benefits and Perks

    Great work comes from great people who are trusted, empowered, and supported. Thats why Evans & Davis provides meaningful benefits and earned perks.

  • Medical, dental, vision, life, and long-term disability insurance at no cost for eligible, full-time employees;
  • Health Savings Account;
  • 401K match;
  • Paid parental leave;
  • Earned flexibility;
  • Learning & development opportunities; and
  • Holiday parties and team outings
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