Estate Funding Assistant

This is a remote position. What We Do At Outsource Access, we help estate planning professionals and their clients seamlessly secure their legacies. We don't 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 th...