Meticulous Probate & Fiduciary Accounting Specialist

Outsourced Global Staff; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

Outsourced.ph is seeking an onsite Probate and Fiduciary Accounting Specialist in the Philippines. The role focuses on fiduciary court accountings, reviewing case files, and delivering filing-ready work products for attorney and senior paralegal review.

Responsibilities include drafting petitions and reports, assembling exhibits, and ensuring consistency across documents while maintaining strict confidentiality and following firm templates.

Qualifications

• 3+ years of professional experience in legal support, paralegal work, fiduciary accounting, bookkeeping, auditing, or a document-intensive role.
• Experience preparing or reconciling financial schedules using bank statements and source documents.
• Experience drafting or assembling formal legal or regulated professional documents.
• Advanced Microsoft Excel skills: formulas, sorting/filtering, date handling, reconciliation, error checking.

Responsibilities

• Review bank statements, brokerage records, escrow documents, receipts, prior accountings, inventories, claims, and other case records.
• Draft accounting petitions, reports and related pleadings using firm templates and document fiduciary rights and assets.
• Prepare and assemble filing packages: proposed orders, notices, declarations, proofs of service, and schedules.
• Maintain organized electronic files and track deadlines; provide status updates and flag issues for attorney review.

Skills

Legal support

Paralegal

Fiduciary accounting

Bookkeeping

Auditing

Document-intensive work

Education

Education in law or accounting

Tools

Microsoft Excel

Microsoft Word

Adobe Acrobat

Job description

Outsourced.ph is seeking an onsite Probate and Fiduciary Accounting Specialist in the Philippines. The role focuses on fiduciary court accountings, reviewing case files, and delivering filing-ready work products for attorney and senior paralegal review.

Responsibilities include drafting petitions and reports, assembling exhibits, and ensuring consistency across documents while maintaining strict confidentiality and following firm templates.