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.