Decedent Solutions Associate
Core
Support internal teams and Financial Advisors in managing decedent accounts by researching, resolving escalated issues, and processing financial transactions with care and precision.
Role type
Associate (entry-level) operations specialist
Builds
Decedent account resolutions and financial transaction processing
Domain
Financial services / Wealth management / Estate administration
Deliverable
client delivery
Required skills
Financial transaction processing, Regulatory compliance, Customer service, Data analysis, Office software (Excel, Access, Outlook), Call center operations, Problem solving
Preferred skills
Accounting or Finance background, Time management, Communication
Technologies
Microsoft Office Suite, Call center software, Customer management systems
Responsibilities
Process financial transactions accurately, Answer telephone and handle basic customer inquiries via email or mail, Maintain files and records, Follow mandatory procedures to ensure regulatory adherence, Participate in training and development planning
Seniority
Entry-level (0-1 years experience)