Associate, Estate (Fixed Term)

WHAT YOU WILL DO

• Completes ad-hoc outgoing or incoming EFT and wires. Ensures they are on payment reports, as well as internal Back Office systems via journal entries
• Process all cash and securities position movements on deceased client accounts
• Taking ownership in ensuring the process of death settlements are complete in a timely manner. Coordinating and collaborating with internal business units to ensure exceptional service is delivered efficiently and effectively
• Conduct adequate due diligence and analysis of all financial/transactional request types/ Ensuring proper documentation and authorization is obtained prior to processing.
• Manage, respond to, and process requests received through “Estate” mailbox, and CRMs within set SLA.
• Participate in User Acceptance Testing when required
• Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax when required
• Handle cleanup reports to ensure all client information is accurately reflected in our records
• Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department. Ad hoc duties relevant to the position shall be assigned as required

Must Have

• Bachelor’s degree or job-related experience
• 1-5 year of experience in the Financial Services industry (including internships) in an Administrative/Operations environment or similar capacity is preferred.
• Self-initiated, fast learner with a positive attitude.
• Attention to detail and organization skills with the mindset of how you can make the team more efficient and effective
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Ability to adapt to a rapidly changing business and technology environment
• Excellent analytical and problem-solving skills.
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook

Nice to Have