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;
• CompassionClimb Aboard 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;
• HospitalityCreate Wow Experiences : We create unforgettable momentspracticing unreasonable hospitality and highlighting each person's uniqueness. This leaves a lasting impact on clients, referral sources, and each other;
• StrategicPlay Chess, Not Checkers : We anticipate next stepslooking ahead to solve problems. This makes life easier for colleagues, and the client experience improves; and
• TacticalClear the Obstacles : 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

Who You Are

Other Role Requirements

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.