Beneficiary Services Analyst (Max $22/hr W2)

Company DescriptionFinanceJob DescriptionThe Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.EDUCATION and or EXPERIENCE:College degree preferred3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processesKnowledge/Skills:Basic clerical and administrative skillsEffective written and verbal communication skillsExcellent interpersonal and client service skillsOrganizational skills, attention to detail and excellent follow up skillsAbility to research and resolve problems and service inquiries and escalate when appropriateAbility to efficiently handle a high volume of requests in a fast paced environmentStrong computer skills including Microsoft SuiteBasic knowledge of E*TRADE from Brokerage systems and proceduresBe self-motivated and able to work in a strong team and high activity environment.Additional InformationAll your information will be kept confidential according to EEO guidelines.