Remote Estate Funding Assistant - Precision Asset Manager

Outsource Access, Inc.; Cagayan de Oro; On-site; PHP 350,000 - 550,000; Full time

Benefits offered by this job

HMO coverage

Group Life Insurance

Paid leave credits

13th Month Pay

Overtime Pay

Night Differential

Job summary

Outsource Access, Inc. is seeking a detail-oriented gatekeeper to review financial records and prepare comprehensive asset inventories remotely. You will support the Funding Coordinator by ensuring all documents are complete and accurate, enabling smooth case progression.

The role emphasizes structured processes, precision, and secure handling of confidential data within a flexible home-office setup.

Qualifications

• You spot inconsistencies in financial or legal documents and submit error-free work.
• You thrive in structured, process-driven environments with organized workflows.
• Your written English is professional and effective for getting responses.
• You navigate Excel and cloud tools with ease and adapt to new platforms.
• You maintain a secure home workspace for handling confidential data.

Responsibilities

• Review financial statements and prepare asset inventories for funding coordination.
• Handle behind-the-scenes administrative tasks with precision and confidentiality.
• Follow up on missing documents to prevent delays and bottlenecks.
• Independently manage document collection to keep the practice management system tidy.

Skills

Eagle-Eyed Gatekeeper

Process Champion

Clear Communicator

Tech-Savvy

Home Office Ready

Tools

Excel

Document Management Systems

Cloud-Based Tools

Job description

Outsource Access, Inc. is seeking a detail-oriented gatekeeper to review financial records and prepare comprehensive asset inventories remotely. You will support the Funding Coordinator by ensuring all documents are complete and accurate, enabling smooth case progression.

The role emphasizes structured processes, precision, and secure handling of confidential data within a flexible home-office setup.