Pr. Coordinator, Estate Operations - Planning

Discover Financial
Philippines
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityExperience: 2+ yearsSkills: ["Attention to detail","Organizational skills","Time management","Written communication","Problem-solving"]

Execute and review legal orders for fiduciary accounts, including trusts, powers of attorney, and guardianship documents. Manage account maintenance, shared inbox communication, and internal/external escalations while meeting service levels and regulatory deadlines. Own and support process improvements with partner teams, use Capital One systems across multiple case types, and adapt quickly to changing business needs within an onsite night-shift environment.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Discover Financial
Discover Financial
2 months ago

Pr. Coordinator, Estate Operations - Planning

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Execute and review legal orders for fiduciary accounts, including trusts, powers of attorney, and guardianship documents. Manage account maintenance, shared inbox communication, and internal/external escalations while meeting service levels and regulatory deadlines. Own and support process improvements with partner teams, use Capital One systems across multiple case types, and adapt quickly to changing business needs within an onsite night-shift environment.
Location: Philippines
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Review and process powers of attorney, guardianship, and trust documents, including account maintenance to add fiduciary agents.
  • •Own and execute process improvements in partnership with other teams and support team projects as requested by leadership.
  • •Manage shared mailboxes and respond to customers in writing while handling internal and external escalations.
  • •Manage multiple deliverables, meet regulatory and internal deadlines, and escalate issues when necessary.
  • •Participate in team meetings and build proficiency across different Capital One systems and case types.

Key Requirements

  • •Two (2) years of college-level education or equivalent bank work experience.
  • •Two (2) years of experience in retail banking.
  • •At least 1 year of experience with Microsoft Office or Google Suite.
  • •Excellent attention to detail and strong organizational skills.
  • •Proficient verbal and written communication skills.
Experience:2+ yearsRetail bankingBankingFiduciary accounts
Skills:Attention to detailOrganizational skillsTime managementWritten communicationProblem-solving
Tech Stack:Microsoft OfficeGoogle SuiteCapital One systems

Company Brief

Discover Financial
Provides consumer banking products, credit cards, personal loans, and payment services through the Discover brand. It operates a major U.S. financial network and serves individuals and merchants with lending and digital payment solutions.
Industry: Retail Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 10M to 25M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Riverwoods, United States
Founded: 1985
WebsiteLinkedIn