Estate Funding Assistant
Job Location:
Cagayan De Oro - Philippines
Monthly Salary:
Experience Required:
Posted on:
Vacancies:
Job Summary
This is a remote position.
What We Do
At Outsource Access we help estate planning professionals and their clients seamlessly secure their legacies. We dont just file paperworkwe make sure every financial asset is perfectly aligned tracked and protected so nothing falls through the cracks.
How Youll Make a Difference
Owning the Workflow: You will systematically review financial statements and prepare flawless asset inventories ensuring the Funding Coordinator has everything needed to keep cases moving forward without a hitch.
Securing the Details: Youll handle the critical behind-the-scenes administrative heavy liftingfrom preparing deeds to processing beneficiary changeswith absolute precision and confidentiality.
Closing the Gaps: Through proactive email follow-ups and sharp attention to detail you will hunt down missing documentation and eliminate bottlenecks before they cause delays.
Lightening the Load: By independently managing the document collection process and keeping the practice management system immaculate you free up the coordinator to focus on high-level strategy.
Requirements
Is This You
A Eagle-Eyed Gatekeeper: You have a natural knack for spotting inconsistencies in financial or legal documents and you take pride in submitting error-free work.
A Process Champion: You thrive in highly structured process-driven environments and love the satisfaction of checking off tasks in a well-organized workflow.
A Clear Communicator: While you wont be making direct client calls your written English is professional polished and effective at getting people to send you what you need.
Tech-Savvy: You navigate Excel document management systems and cloud-based tools with ease quickly adapting to new platforms.
Your Home Office: You have a reliable secure remote workspace with a stable internet connection allowing you to handle sensitive and confidential data with total discretion.
Benefits
Why Youll Love Being Part of the OAmazing Team
Youre not just taking a job youre stepping into a role where your growth security and peace of mind actually matter. Here is the total package weve built for you:
Your Wellness & Security
Health & Wellness Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.
Security for the What Ifs: Our Group Life Insurance benefit gives you added protection because your future (and your familys) deserves a safety net.
Time to Recharge Guilt-Free: We support your well-being with paid leave credits that allow you to rest reset and show up as your best self at work and at home.
Support You Can Count On: We take care of all government-mandated benefits so everything is handled properly and on time.
Your Financial Rewards
Performance Incentives: Bring results and youll see it rewarded. Simple as that.
Premium Pay: When you put in the time we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.
13th Month Pay: A well-earned bonus to celebrate the results of your years effort.
Required Skills:
Is This You A Eagle-Eyed Gatekeeper: You have a natural knack for spotting inconsistencies in financial or legal documents and you take pride in submitting error-free work. A Process Champion: You thrive in highly structured process-driven environments and love the satisfaction of checking off tasks in a well-organized workflow. A Clear Communicator: While you wont be making direct client calls your written English is professional polished and effective at getting people to send you what you need. Tech-Savvy: You navigate Excel document management systems and cloud-based tools with ease quickly adapting to new platforms. Your Home Office: You have a reliable secure remote workspace with a stable internet connection allowing you to handle sensitive and confidential data with total discretion.
