Demo

Estate / Trust Operations Analyst

Lenmar Consulting Inc
South Jordan, UT Full Time
POSTED ON 4/3/2025
AVAILABLE BEFORE 5/2/2025
Estate / Trust Operations Analyst

Onsite

Pay rate: $22/hr W2 all inclusive

South Jordan

12 Months contract

  • in office 5x a week

Position Summary

Beneficiary Services is a specialized team from Brokerage designed to assist with the processing of client accounts during the Inheritance process. The 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.

DUTIES And RESPONSIBILITIES

  • Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
  • Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
  • Process & follow up client service requests to ensure completion in a timely manner
  • Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
  • Provide world class customer service to both internal and external clients in all interactions
  • Research and resolve problems with both internal and external clients accurately and in a timely manner
  • Leverage Brokerage systems and ensure all case interactions are appropriately entered and documented
  • Actively manage, monitor, and document daily case load by utilizing various technology resources
  • Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
  • Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
  • Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65)

EDUCATION And Or EXPERIENCE

  • College degree preferred
  • 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes

Knowledge/Skills

  • Basic clerical and administrative skills
  • Effective written and verbal communication skills
  • Excellent interpersonal and client service skills
  • Organizational skills, attention to detail and excellent follow up skills
  • Ability to research and resolve problems and service inquiries and escalate when appropriate
  • Ability to efficiently handle a high volume of requests in a fast paced environment
  • Strong computer skills including Microsoft Suite
  • Basic knowledge of E*TRADE from Brokerage systems and procedures
  • Be self-motivated and able to work in a strong team and high activity environment.

Salary : $22

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Estate / Trust Operations Analyst?

Sign up to receive alerts about other jobs on the Estate / Trust Operations Analyst career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$37,836 - $49,026
Income Estimation: 
$78,735 - $141,028
Income Estimation: 
$71,803 - $100,202
Income Estimation: 
$54,055 - $80,653
Income Estimation: 
$90,994 - $125,727
Income Estimation: 
$44,190 - $62,760
Income Estimation: 
$78,735 - $141,028
Income Estimation: 
$70,101 - $103,918
Income Estimation: 
$71,803 - $100,202
Income Estimation: 
$84,384 - $140,971
Income Estimation: 
$48,993 - $69,972
Income Estimation: 
$78,735 - $141,028
Income Estimation: 
$71,803 - $100,202
Income Estimation: 
$84,384 - $140,971
Income Estimation: 
$54,055 - $80,653
Income Estimation: 
$60,172 - $86,655
Income Estimation: 
$78,735 - $141,028
Income Estimation: 
$71,803 - $100,202
Income Estimation: 
$84,384 - $140,971
Income Estimation: 
$54,055 - $80,653
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Lenmar Consulting Inc

Lenmar Consulting Inc
Hired Organization Address South Jordan, UT Contractor
About the Company - The client is an investment brokerage and electronic trading platform. We help people, businesses an...
Lenmar Consulting Inc
Hired Organization Address Denver, CO Full Time
Company Description Finance Job Description Responsible for performing activities related to fund payments, expense rati...
Lenmar Consulting Inc
Hired Organization Address Bridgewater, NJ Full Time
Rate $40/hr - $43/hr Remote Paralegal position with a leading Pharmaceutical company Job Description The Corporate Paral...
Lenmar Consulting Inc
Hired Organization Address Jersey, NJ Contractor
Records Management Professional - Financial Services Location: Jersey City, NJ (Hybrid) Pay Rate: $60.00 - $70.00 per ho...

Not the job you're looking for? Here are some other Estate / Trust Operations Analyst jobs in the South Jordan, UT area that may be a better fit.

Trust Analyst

Lenmar Consulting Inc, South Jordan, UT

Tax Manager Trust & Estate

Jobot, Salt Lake, UT

AI Assistant is available now!

Feel free to start your new journey!