Estate Planning Funding Specialist In-Office
Job in
Norman, Cleveland County, Oklahoma, 73019, USA
Listed on 2026-06-17
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-06-17
Job specializations:
-
Administrative/Clerical
-
Finance & Banking
Job Description & How to Apply Below
Wize Hire, Inc is looking for an Estate Planning Funding Coordinator based in Norman, Oklahoma. This role involves supporting clients through the estate planning funding and trust administration process by coordinating asset transfers and preparing necessary documentation.
The ideal candidate should be detail-oriented, client-focused, and capable of managing multiple projects. This full-time position requires being in the office Monday to Friday from 8:30 am to 5:30 pm.
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