Legal Assistant I, Funding Specialist

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;
• CompassionWe Invented 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;
• HospitalityEveryone Has a Grape Soda: We create unforgettable momentspracticing unreasonable hospitality and highlighting each person's uniqueness. This leaves a lasting impact on clients, referral sources, and each other;
• StrategicWe Play Chess, Not Checkers: We anticipate next stepslooking ahead to solve problems. This makes life easier for colleagues, and the client experience improves; and
• TacticalWe Chainsaw the Trees: 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
• Law firm experience or banking/title background required
• Law firm experience in estate planning, funding prep, trust administration, or probate preferred

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