Trust Execution Document Coordinator

Job Description

REQUIREMENTS

• Meticulous attention to detail; you catch small errors before they go out the door
• Hands-on experience with DocuSign or a similar e-signature platform (strongly preferred)
• A strong, proactive communicator who keeps clients moving and the team informed
• Reliable, self-directed, and consistent
• Comfortable with email, Google Workspace, CRMs, and cloud document management
• Professional, discreet, and trustworthy with confidential information
• Experience in estate planning, legal, financial services, title/escrow, or document processing is a plus
• Available during core U.S. business hours; schedule flexible within part-time hours

RESPONSIBILITIES

• Prepare and send trust documents to clients for electronic signature using DocuSign
• Set up each document accurately: correct signer information, fields, and signing order
• Confirm signer details from the correct, approved source every time
• Keep document types cleanly organized and never mixed
• Track outstanding signatures and follow up on a set schedule so nothing sits
• Verify each completed document is signed correctly and complete before marking it done
• Keep our CRM updated and communicate signing progress clearly to the team
• Handle confidential client information with care and professionalism

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