Job Description

The Estate Processing Specialist is responsible for processing estate disbursements, maintaining client communication, collaborating with internal departments, and ensuring efficient operation of the cashiering department within a financial institution. This role requires a basic understanding of financial markets and strong organizational skills.

Responsibilities

• Process estate disbursements
• Maintain estate claim database
• Provide client interaction via phone, email, and software
• Liaise with clearing firm
• Collaborate with internal departments
• Participate in company initiatives

Requirements

• Financial industry knowledge
• Organizational skills
• Data entry and writing skills
• Professional communication
• Confidentiality
• Regulatory knowledge (IRAs)
• Back-office experience
• Software proficiency (Microsoft Office)
• Bachelor’s degree in finance or related field
• 2+ years customer service experience
• Estate processing experience
• FINRA SIE preferred

Benefits

• No benefits