Estate Funding Assistant
Outsource Access
Estate Funding Assistant at Outsource Access is a full time role based in Remote · United States (remote). It was published on 10 September 2026 and was open at last check.
| Role | Estate Funding Assistant |
|---|---|
| Company | Outsource Access |
| Location | Remote · United States (remote) |
| Employment type | Full Time |
| Published | 10 September 2026 |
| Status | Open at last check |
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 missing documentation and eliminate bottlenecks before they cause delays. Lightening the Load: By independently managing the document collection process and keeping the practice management system immaculate, you free up the coordinator to focus on high-level strategy.
Requirements
Is This You? A Eagle-Eyed Gatekeeper: You have a natural knack for spotting inconsistencies in financial or legal documents, and you take pride in submitting error-free work. A Process Champion: You thrive in highly structured, process-driven environments and love the satisfaction of checking off tasks in a well-organized workflow. A Clear Communicator: While you won't be making direct client calls, your written English is professional, polished, and effective at getting people to send you what you need. Tech-Savvy: You navigate Excel, document management systems, and cloud-based tools with ease, quickly adapting to new platforms. Your Home Office: You have a reliable, secure remote workspace with a stable internet connection, allowing you to handle sensitive and confidential data with total discretion.
Benefits
Why You’ll Love Being Part of the OAmazing Team
You’re not just taking a job, you’re stepping into a role where your growth, security, and peace of mind actually matter. Here is the total package we’ve built for you:
Your Wellness & Security
Health & Wellness — Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.
Security for the “What Ifs”: Our Group Life Insurance benefit gives you added protection — because your future (and your family’s) deserves a safety net.
Time to Recharge — Guilt-Free: We support your well-being with paid leave credits that allow you to rest, reset, and show up as your best self — at work and at home.
Support You Can Count On: We take care of all government-mandated benefits, so everything is handled properly and on time.
Your Financial Rewards
Performance Incentives: Bring results — and you’ll see it rewarded. Simple as that.
Premium Pay: When you put in the time, we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.
13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort.
Originally posted on Himalayas
Create your free OnJob profile to apply — we'll take you to Outsource Access's application after sign-up. · Posted 10 Sept 2026.
Estate Funding Assistant at Outsource Access — questions answered
What does the Estate Funding Assistant role at Outsource Access pay?
Outsource Access does not publish a salary on this Estate Funding Assistant listing, so OnJob shows no figure for it rather than an estimate. For what this role pays across the market, the OnJob salary guides aggregate the live listings that do disclose pay.
Is the Estate Funding Assistant role at Outsource Access remote?
Yes — Outsource Access advertises this Estate Funding Assistant role as remote, tied to Remote · United States, and it is listed as full time work. Remote terms come from the employer's own posting, so confirm the expected working hours, timezone and any on-site days with Outsource Access before you apply.
Is the Estate Funding Assistant role at Outsource Access still open?
The Estate Funding Assistant posting at Outsource Access was open at OnJob's last check of the employer's careers page, having been published on 10 September 2026. OnJob re-checks source listings on each build and marks a role closed once it disappears, but listings can close without notice, so the employer's own page is the final word.
How do you apply for the Estate Funding Assistant role at Outsource Access?
Apply to the Estate Funding Assistant at Outsource Access role through OnJob with a free profile: OnJob scores your fit against the listing, shows the skills lowering that score, and submits an ATS-ready profile to Outsource Access's own application page. Creating a profile is free and needs no card.
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