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Estate Planning Funding Coordinator
Job in
Norman, Cleveland County, Oklahoma, 73019, USA
Listed on 2026-06-06
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-06-06
Job specializations:
-
Administrative/Clerical
Business Administration -
Finance & Banking
Business Administration
Job Description & How to Apply Below
The Estate Planning Funding Coordinator supports clients through the funding and trust administration process related to estate planning and trust implementation. This position is responsible for coordinating asset transfers, preparing funding documentation, communicating with clients and professional advisors, tracking verification processes, and assisting with trust administration activities.
The ideal candidate is highly organized, detail-oriented, client-focused, and comfortable managing multiple projects and deadlines in a professional legal and financial environment. This is a full-time, in-office position, Monday through Friday, 8:30 am to 5:30 pm weekly.
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