Estate Funding Assistant

This is a remote position.

What We Do

At Outsource Access, we help estate planning professionals and their clients seamlessly secure their legacies. We don't just file paperwork—we make sure every financial asset is perfectly aligned, tracked, and protected so nothing falls through the cracks.

How You’ll Make a Difference

• Owning the Workflow: You will systematically review financial statements and prepare flawless asset inventories, ensuring the Funding Coordinator has everything needed to keep cases moving forward without a hitch.
  

• Securing the Details: You’ll handle the critical, behind-the-scenes administrative heavy lifting—from preparing deeds to processing beneficiary changes—with absolute precision and confidentiality.
  

• Closing the Gaps: Through proactive email follow-ups and sharp attention to detail, you will hunt down...