Estate / Inheritance Analyst (Max $22 / hr W2)

Job Description

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.

Education and Experience

• College degree preferred
• 3-4 years financial services industry experience preferred, including client service interactions, knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes

Knowledge / Skills

All your information will be kept confidential according to EEO guidelines.

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