Pr. Coordinator, Estate Operations - Planning

Capital One; Muntinlupa; On-site; PHP 420,000 - 540,000; Full time

Job summary

Capital One in Alabang (Metro Manila) seeks a Pr. Coordinator, Estate Operations - Planning to oversee fiduciary account processing and review of legal orders. The role emphasizes proactive problem solving, attention to detail, and clear written communication to meet service levels and production targets.

The position is onsite with a requirement for night shifts. Candidate should have experience in retail banking and proficiency in MS Office or Google Suite to manage multiple case types across

Qualifications

• Two years college level education or equivalent bank work experience.
• Excellent organizational skills with meticulous attention to detail.
• Proven ability to manage time effectively to meet demands.
• Proficient in verbal and written communication.

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: Manage shared mailboxes, respond to customers in writing. Handle internal and external escalations promptly.
• Time and Task Management: Manage multiple deliverables, meet deadlines, elevate issues when necessary.
• Team Engagement: Participate in all team meetings.
• System and Case Proficiency: Work across Capital One systems and various case types.
• Exhibits flexibility to meet changing business needs and duties as assigned.

Skills

Attention to Detail

Time Management

Verbal & Written Communication

Retail Banking

Education

Two years college level education or equivalent bank work experience

Tools

Microsoft Office

Google Suite/Workspace

Job description

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

Pr. Coordinator, Estate Operations - Planning

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. This role is critical for meeting service levels, achieving production targets and handling escalated issues.

Work Setup

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

General 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, responding 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 elevate 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.
• Exhibits flexibility and responds quickly to meet changing business needs including other job‑related duties that may be assigned from time to time.

Basic Qualifications

• Two (2) years college level education or equivalent bank work experience.
• Two (2) years of experience in Retail Banking.
• At least 1 year experience with Microsoft Office or Google Suite.
• Attention to Detail: Excellent organizational skills and meticulous attention to detail.
• Time Management: Proven ability to manage time effectively to meet demands.
• Proficient in verbal and written communication skills.

Preferred Qualifications

• At least 1 year of experience reviewing legal documents.

Equal Opportunity Employer

Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non‑discrimination in compliance with applicable federal, state, & local laws. Capital One promotes a drug‑free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23‑A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901‑4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.