Overview
Senior Business Execution Administrator- Equipment Finance Jobs in Chandler, AZ at Wells Fargo
Job Locations US-MO-Kansas City
ID 2024-6861
Category
Paralegal
Position Type
Regular Full-Time
Overview
The Kansas City office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an Estate Planning Paralegal / Trust Funding Coordinator. The Trusts & Estates practice group handles trust and estate planning, wealth counseling, and business entity creation and maintenance.
Specific responsibilities include:
Prepare documents for a wide variety of legal needs, including estate planning, trust settlement, probate, and entity installation using existing document templates and creating documents as needed
Create drafts of trusts using Wealth Docx software
Maintain files and entity books on an annual basis
Trust and funding administration
Use of FundingPro software
Create funding documents for Trusts, Trust Settlements, and Entities
Copying and mailing funding letters
Conduct meetings with and attend seminars for clients (some travel required)
Create Asset Review Reports annually and perform updates
Obtain funding verification for trusts, trust settlements, and entities
Attend and conduct workshops for clients using Lifespan software
The ideal candidate will have the following qualifications:
Proficiency in computer skills, including all Microsoft Office programs
Strong attention to detail
Strong organization, facilitation, communication, and presentation skills
Ability to prioritize workflow and manage multiple, competing priorities
Ability to work effectively without supervision and within established time limits and deadlines
Experience with the following software/services: Wealth Docx, FundingPro, WealthCounsel, DocuBank, and Lifespan.
We offer competitive compensation and in addition, Lewis Brisbois offers a range of benefits including medical, dental, vision, life insurance, 401k with employer contribution, as well as sick and vacation time. We also offer excellent opportunities for growth and advancement while working with a collaborative team.
Lewis Brisbois is not accepting search firm submissions for this position.
Qualifications
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Title: Senior Business Execution Administrator- Equipment Finance
Company: Wells Fargo
Location: Chandler, AZ
