Funding Coordinators perform work under the direction of one or more attorneys in the
office. A Funding Coordinator’s primary goal is to support our clients and ensure that the plan that the legal team put in place provides the greatest benefit.
Funding Coordinators perform their duties under the direction of the one or more attorneys to whom they may be assigned. Funding Coordinators’ employment relationship with the Firm is managed by the Executive Director.
Funding Coordinators are prohibited by the ABA’s rules of Professional Conduct and State Bar Association rules from practicing law. All work done by Funding Coordinators must be in support of and under the direct supervision of an attorney. In dealing with clients, Funding Coordinators must be careful not to inadvertently slip into the unlawful practice of law. This would include answering client questions about what will happen in their case or recommending that a client undertake a certain course of action during their case.
Responsibilities: Communicate with clients and other parties to provide updates and gather information; Communicate with clients and other parties to answer basic questions about the status of the case; Schedule case events and follow up in Actionstep Monitor case progress, deadlines, and important timeframes/milestones Help attorneys prepare and carry out funding plans Manage, prepare and organize client files, information and responses Manage client relationships Basic data entry and updating Actionstep Data entry into Funding Pro in order to create funding meeting documents Review financial statements Draft documents; draft follow up and status letters; fill out change of ownership
forms, etc. Communicate with financial institutions and financial advisors to assist in the
funding of a client’s assets, when necessary Conduct Signing Meetings and Funding Meetings with client’s, as needed Review file before closing to ensure all tasks have been completed and nothing else
is needed on the file.
Matrix of Tasks
Daily Review daily reminders Review daily, weekly, and upcoming monthly calendar items and prioritize work
load Complete tasks Triage and prioritize responses to emails Organize, sort, and summarize case information and files Draft letters/ reports/ documents Manage, prepare and organize client files, information and responses Prepare for meetings
Weekly Meet with associate and legal team for case status updates Provide client updates Track Key Performance Indicators Attend Case Status Update Meetings and update records Education & Experience Previous experience in a law firm desired. Experience as a legal secretary or legal assistant is especially pertinent, and candidates with this background will be given preference.