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Pr. Coordinator, Estate Operations - Planning

Company

Capital One

Location

Philippines, Calabarzon

Type

Full-time

Overview

Alabang (96050), Philippines, Muntinlupa City, National Capital Region (Manila)Pr. Coordinator, Estate Operations - Planning

Summary: 

  • The Estate Pr. Coordinators are responsible for the flawless execution of processing and reviewing legal orders related to Fiduciary accounts, including Trusts, Powers of Attorney, Conservators and Guardians. This person should be proactive and an autonomous problem-solver with strong attention to detail, exceptional written communication skills, and the ability to navigate the “gray space” of customer situations. This role is critical for meeting service levels, achieving production targets and handling escalated issues. 

  • Work Setup: Onsite. Candidates must be amenable to a night shift schedule. 

    General Responsibilities:

  • Fiduciary Management: Review and process Power of Attorney, Guardianship, and Trust documents, performing necessary account maintenance t...

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