Document Preparer

About the Company:

Financial Planning Ministry (FPM) is a Christian non-profit organization that provides educational information and a path to sound biblical stewardship through estate planning.

Since 1982, FPM has assisted over 50,000 families through its partnerships with over 150 non-profit organizations nationwide. Over $2.7 billion has been dedicated to charitable giving to date.

About the position:

We seek detail-oriented document preparers to analyze estate plan requests, obtain critical information, complete various documents, and then proofread for accuracy. This position requires working in our Irvine, CA headquarters, so you can expect your duties to include other clerical work.

Primary Responsibilities:

• Managing a constant caseload of requests for new documents and updates
• Data entry, writing, and proofreading
• Researching county-specific recording requirements
• Formatting, printing, and shipping documents with proper signing instructions
• Answering general inquiry calls and emails
• Handling a variety of tasks and projects

Qualifications:

• College Degree or equivalent work experience

• Proficient in Google, Microsoft Suites (Word, Excel, Outlook) and Adobe

The Ideal Candidate:

• Excellent data entry and proofreading skills

• Thrives in a high volume, fast paced environment
• Be flexible and adaptable

Compensation:

FPM offers a competitive salary benefits package, including health, dental, vision insurance, paid time off, and a 403B retirement plan.

Application Requirements:

Please send your resume, cover letter, and a brief statement about your faith and church/ministry involvement to HR@fpm.org.