Job Description

Finance

This role involves reviewing estate-related legal documentation, processing distributions to beneficiaries or estate heirs and adhering to standard operating procedures.

Skills:

-Experience with process transformation or operational efficiency initiatives

-Experience with tools such as Alteryx, Excel (Macro/VBA), or similar platforms to support workflow/process automation and data-driven process improvement

Requirements:

-Basic Internship or up to 1 year experience in the financial services industry 1+ years'

-Knowledge in MS Office including Excel (required), Word (required) and Power Point (required)

-Preferred Brokerage, retirement, estate and beneficiary services experience desirable.

-Analytical thinker, with excellent written and verbal communication Detail oriented with strong organizational skills

-Ability to manage multiple projects, prioritize tasks, and work against multiple deadlines and objectives

-Adaptable to dynamic work environments and priorities

-Demonstrate ownership and sense of urgency in resolving inquiries and issues

-Proven effectiveness in fast-paced, demanding, client-driven environment.

-Ability to perform and deliver within tight deadlines

-A challenging and inquiring mind -Attention to detail and tenacity

Key Responsibilities:

-Evaluate estate-related and customer account documentation such as death certificates, will, Letters Testamentary, Letters of Administration and other court issued documents to ensure proper handling and transference of client assets

-Execute timely and accurate disbursements of funds and assets to beneficiaries, heirs, or the estate in accordance with legal instructions and internal procedures

-Ensure all work is completed in compliance with established SOPs, regulatory requirements and internal quality standards.

-Perform all responsibilities with a focus on accuracy and attention to detail, minimizing errors and rework.

-Complete and submit all daily reporting tasks to ensure transparency, status tracking and timely completion of estate items.

-Work closely with internal stakeholders which include Service Partners, Client Onboarding Operations, Retirement Operations, and the Gains and Losses team to facilitate end-to-end processing.

-Maintain a compassionate and professional approach when handling sensitive client matters and ensure a respectful experience for heirs and estate representatives.

-Support strategic plans that enhance productivity through process efficiencies and automation

Additional Information

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