Open Accounts Associate II-Estates (16 Month FTC)
Core
Review and validate estate documentation to coordinate the transfer or liquidation of securities and financial instruments held in deceased accounts.
Role type
estates processing analyst
Builds
estate account settlements and asset transfers
Domain
financial services / estates processing
Deliverable
client delivery
Required skills
estate documentation review, securities transfer, liquidation of financial instruments, margin position handling, corporate actions processing, legal counsel liaison, compliance coordination
Preferred skills
estate planning strategies, trust structures, cross-border asset transfers, European languages (French, German, Spanish)
Technologies
SQL
Responsibilities
Review and validate death certificates, letters of testamentary, probate documents, and executor authorizations; Coordinate transfer or liquidation of securities, options, futures, and other financial instruments; Ensure proper handling of outstanding trades, margin positions, and corporate actions; Liaise with legal counsel and compliance teams on complex or high-value estate matters
Seniority
Mid-level, hands-on IC