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.
