Estate / Inheritance Analyst (Max $22/hr W2)
About The Position
Estate & Inheritor Services is a specialized team within Brokerage designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
Requirements
- Basic clerical and administrative skills
- Effective written and verbal communication skills
- Excellent interpersonal and client service skills
- Organizational skills, attention to detail and excellent follow up skills
- Ability to research and resolve problems and service inquiries and escalate when appropriate
- Ability to efficiently handle a high volume of requests in a fast paced environment
- Strong computer skills including Microsoft Suite
- Basic knowledge of Brokerage systems and procedures
- Be self-motivated and able to work in a strong team and high activity environment.
Nice To Haves
- College degree preferred
- 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Responsibilities
- managing the transition of assets for individual clients
- serving as a Subject Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers
- work closely with branches and other internal departments
- provide support through various internal applications
- process paperwork in a virtual branch environment
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
Number of Employees
501-1,000 employees
