Estate Planning Funding Coordinator - Client-Facing
progeny law firmBaton Rouge (LA)
Estate Planning Funding Coordinator - Client-Facing
Posted today
progeny law firmBaton Rouge (LA)
SENIORITY
Mid
About the role
Progeny Law Firm in Baton Rouge, LA seeks a Funding Coordinator to ensure client assets are retitled into trusts and properly designated. You will manage a busy caseload, communicate with clients and financial institutions, and collaborate with attorneys, paralegals, and support staff. You will be on the phone daily, explain processes clearly, and maintain meticulous records while supporting trust administration tasks as needed.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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