Pr. Coordinator, Estate Operations - Planning

Capital One; Muntinlupa; On-site; PHP 334,800 - 502,200; Full time

Job summary

Capital One is seeking an Estate Pr. Coordinator in Muntinlupa to manage and process legal orders related to Fiduciary accounts. This role requires excellent organizational and written communication skills while handling escalations and ensuring compliance with regulatory deadlines. Candidates should have a background in Retail Banking and experience with Microsoft Office or Google Suite.

The work setup is onsite with a night shift schedule. Join us at Capital One for a dynamic workplace focused on problem-solving and team engagement.

Qualifications

• Two years of experience in Retail Banking required.
• At least one year experience with Microsoft Office or Google Suite.
• Excellent organizational skills.

Responsibilities

• Review and process Power of Attorney, Guardianship, and Trust documents.
• Own and execute process improvements in partnership with other teams.
• Manage shared mailboxes and respond to customers in writing.
• Effectively manage multiple deliverables and internal deadlines.
• Participate and engage in all team meetings.

Skills

Attention to detail

Written communication skills

Time management

Problem-solving

Education

Two years college level education or equivalent bank work experience

Tools

Microsoft Office

Google Suite

Job description

Location

Alabang (96050), Philippines, Muntinlupa City, National Capital Region (Manila)

Job Summary

The Estate Pr. Coordinators are responsible for the flawless execution of processing and reviewing legal orders related to Fiduciary accounts, including Trusts, Powers of Attorney, Conservators and Guardians. This person should be proactive and an autonomous problem‑solver with strong attention to detail, exceptional written communication skills, and the ability to navigate the “gray space” of customer situations. The role is critical for meeting service levels, achieving production targets and handling escalated issues. (No agencies please.)

Work Setup

Onsite. Candidates must be amenable to a night shift schedule.

Responsibilities

• Fiduciary Management: Review and process Power of Attorney, Guardianship, and Trust documents, performing necessary account maintenance to add Fiduciary agents.
• Project and Process Execution: Own and execute process improvements in partnership with other teams; actively support team projects as requested by leadership.
• Workflow and Communication Management: Efficiently manage shared mailboxes, respond to customers in writing, handle both internal and external escalations promptly.
• Time and Task Management: Effectively manage multiple deliverables, adhere to all regulatory and internal deadlines, and escalating issues when necessary.
• Team Engagement: Actively participate and engage in all team meetings.
• System and Case Proficiency: Able to work proficiently across different Capital One systems and various case types; exhibit flexibility and respond quickly to meet changing business needs.

Qualifications

• Basic Qualifications: Two years college level education or equivalent bank work experience; two years of experience in Retail Banking; at least one year experience with Microsoft Office or Google Suite; excellent organizational skills; proven time‑management and communication skills.
• Preferred Qualifications: At least one year of experience reviewing legal documents.

Legal & EEO

Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non‑discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug‑free workplace.