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Financial Operations Support

Company

eTeam Inc.

Location

Columbus, Ohio, United States

Type

Full-time

Job Title: Financial Operations Support
Location: Columbus, OH (Onsite)

Employment Type: Contract
Duration: 12 months

Estate & Inheritor Services is a specialized team within *** designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for *** 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 ...

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