17940-Technical | Operations Support-OH
Estate and Inheritor Specialist (Brokerage Services)
PAY RATE: $22.22/Hr
Location
Columbus, OH (Hybrid/Onsite as required)
Education
Bachelor’s Degree Preferred
Position Overview
The Estate & Inheritor Services Specialist is part of a specialized Brokerage team responsible for supporting clients through the inheritance and asset transition process. This role serves as a Subject Matter Expert supporting Wealth Management clients, Financial Advisors, Client Service Associates, and Branch Management to ensure smooth and compliant legacy and inheritance transfers.
The associate will operate in a virtual branch environment, collaborating closely with internal departments to process documentation, resolve client inquiries, and support account transitions with accuracy, empathy, and effi...