Estate Inheritance Analyst (Max 22hr W2)
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Job Location:
South Jordan, UT - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 or EXPERIENCE:
-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
Knowledge/Skills:
-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.
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Contract
Key Skills
- Arabic Speaking
- Internal Audit
- Biotechnology
- ABAP
- Learning Management System
- AV
