Estate Funding Assistant
United StatesFull-TimeEntry
Salary not disclosed
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Job Details
- Languages
- English
- Required Skills
- Microsoft ExcelAttention to detailWritten communicationData entry
Requirements
- Ability to spot inconsistencies in financial or legal documents.
- Thrive in highly structured, process-driven environments.
- Professional, polished, and effective written English.
- Navigate Excel and document management systems with ease.
- Quickly adapt to new software platforms.
- Maintain a reliable, secure remote workspace.
Responsibilities
- Systematically review financial statements and prepare asset inventories.
- Prepare deeds and process beneficiary changes.
- Handle administrative tasks with precision and confidentiality.
- Conduct proactive email follow-ups to obtain missing documentation.
- Manage the document collection process independently.
- Maintain the practice management system records.
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