Associate - Estate Admin Team
Core
Lead estate administration processes for private wealth clients, managing account transitions, asset transfers, and distributions from death to final settlement.
Role type
Associate, Estate Administration
Builds
Estate administration workflows and client account transitions
Domain
Private Wealth Management / Trust and Estate Services
Deliverable
client delivery
Required skills
Estate administration process management, trust and will interpretation, client meeting facilitation, transaction execution, regulatory licensing (SIE, Series 7, Series 63)
Preferred skills
Prior private wealth management experience, trust and estate services background
Technologies
N/A
Responsibilities
Lead client and support team meetings regarding estate requirements and timelines; Execute estate-related transactions including account openings, closings, asset transfers, and distributions; Research deceased client accounts to map out subsequent steps; Partner with legal and retirement specialist teams to interpret court documents and beneficiary forms; Identify process inefficiencies and drive solutions; Present consultative observations to senior management
Seniority
Associate, entry-level IC