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Evans & Davis · 4 weeks ago

Legal Assistant I, Funding Specialist

Edmond, OK

Full-time

Onsite

New Grad, Entry Level

Evans & Davis is a national firm devoted exclusively to estate planning, trust administration services, probates, and business law. The Funding Specialist plays a crucial role in the estate planning process by ensuring the successful transfer of client assets to trusts, providing peace of mind during challenging family moments.

Law Practice

Responsibilities

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 Lawmatics–the firm’s 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

Work collaboratively as an important member of the Funding Specialist Team, assisting colleagues as needed

Qualification

Adobe AcrobatMicrosoft WordMicrosoft ExcelAttention to detailLaw firm experienceEstate planning experienceClient communicationTeam collaborationFlexibility

Required

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

Bring a positive, team-first attitude to every interaction

Excellent editor

Proficiency in Adobe Acrobat, Microsoft Word, and Microsoft Excel

Law firm experience or banking/title background required

Preferred

Law firm experience in estate planning, funding prep, trust administration, or probate

Benefits

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

Holiday parties and team outings

Company

Evans & Davis

Evans & Davis is a national estate and business planning law firm with licensure in 42 states and offices in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Indiana, Michigan, Missouri, New Mexico, New York, North Carolina, Oklahoma, Oregon, Tennessee, Texas, and Washington.

Founded in 2002