Fiduciary Accounting Paralegal — Probate & Trusts

Outsourced Quality Assured Services Inc. (ISO Certified)

Metro Manila

On-site

PHP 3,769,000 - 5,653,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Outsourced delivers dedicated remote staff to US-based legal teams and is seeking a Paralegal / Fiduciary Accounting Specialist to support fiduciary court accountings and filing packages. The role focuses on probate, conservatorship, trust, and Public Administrator accountings, with strong document preparation and financial reconciliation skills.

The successful candidate will review electronic case files, prepare accounting schedules, and assemble filing-ready packages for attorney review,

Qualifications

At least 3 years of substantial experience in legal assistance, paralegal work, fiduciary accounting, bookkeeping, audit, or a document-intensive role.
Strong experience preparing, reviewing, or reconciling financial schedules using bank statements and source records.
Experience drafting or assembling formal legal documents for US law firms, courts, fiduciaries, financial institutions, or regulated professional services.
Advanced proficiency in Microsoft Excel, including formulas, filtering, sorting, date handling, reconciliation, and error checking.
Advanced proficiency in Microsoft Word and Adobe Acrobat or comparable PDF software, including formatting, tables, page numbering, bookmarks, redaction, file combination, and quality control.
Excellent written English with the ability to prepare precise legal and financial narratives.
Exceptional attention to detail, numerical accuracy, organisation, and follow-through.
Ability to work independently from written instructions and templates while recognizing when clarification or legal judgment is required.
Reliable high-speed internet and a professional, private work environment.
Ability to maintain regular communication and provide overlap with a US Pacific Time-based team.

Responsibilities

Review electronic case files, prior pleadings, court orders, inventories, appraisals, prior accountings, claims, asset records, correspondence, and client-provided materials.
Determine accounting periods, beginning and ending property, assets chargeable to the fiduciary, and changes in asset form.
Create matter-opening checklists covering case type, accounting period, source documents received or missing, deadlines, and issues requiring escalation.
Import, review, and code transactions from bank, brokerage, escrow, sale, and other financial records.
Prepare transaction ledgers and accounting schedules covering receipts, income, disbursements, gains and losses, distributions, changes in form, and property on hand.
Reconcile accounts and schedules against supporting statements and petition totals.
Identify discrepancies including missing statements, unexplained deposits or withdrawals, duplicate payments, stale checks, uncashed distributions, negative balances, and other irregularities.
Ensure all accounting schedules are fully supported by source documentation with no unexplained variances.
Draft petitions, reports, and accountings using established templates.
Accurately prepare information relating to appointments, authority, accounting periods, assets, administration activity, sales, claims, fees, reimbursements, distributions, reserves, and requested relief.
Prepare documentation relating to compensation, attorney fees, reimbursements, creditor claims, property sales, distributions, reserves, and discharge where applicable.
Clearly identify missing information or unresolved issues rather than making assumptions.
Ensure proposed orders accurately reflect the relief requested.
Prepare proposed orders, notices of hearing, declarations, verifications, proofs of service, fee declarations, schedules, and supporting documents.
Compile exhibits with accurate labels, cover pages, bookmarks, page order, and internal references.
Organise financial records, escrow statements, sale records, billing statements, fee documentation, and reimbursement schedules as required.
Conduct final quality control to ensure names, dates, captions, hearing details, totals, attachments, and requested orders are consistent.
Deliver organised, filing-ready Word and PDF packages together with a concise completion memo identifying open items and reviewer decisions required.
Provide concise written status updates and proactively raise material questions.
Track assignments, deadlines, source documents, and outstanding requirements.
Follow established naming conventions, folder structures, templates, version controls, and document-assembly procedures.
Clearly communicate when missing records or required decisions may affect completion timelines.