Decedent Solutions Associate

WillHire; Saint Petersburg (FL); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

WillHire in Saint Petersburg, FL seeks a Decedent Solutions Associate to process financial documents and respond to email inquiries. You will maintain records, organize daily schedules, and ensure compliance with quality standards and regulatory codes.

The role requires attention to detail, strong data entry skills, and effective communication with internal teams. A high school diploma and banking experience are referenced in the posting.

Qualifications

• Proficiency in office procedures and documentation.
• Strong data entry with high accuracy and speed.
• Experience in financial services preferred or finance degree.

Responsibilities

• Process financial documents and transactions accurately.
• Respond to email inquiries and assist information requests.
• Maintain files and organize daily work schedules.
• Follow procedures to ensure quality and regulatory compliance.
• Communicate with internal departments to resolve issues.

Skills

Office administration

Organizational skills

Data entry

Regulatory awareness

Communication skills

Multitasking

Reliability

Customer service

Education

Bachelor's degree in finance or related field

High school diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft Outlook

Job description

Job Summary

The Decedent Solutions Associate is responsible for processing financial documentation and transactions with a focus on accuracy and compliance. This role involves responding to email inquiries, assisting with information requests, and performing standard customer service activities. The associate will maintain files and records, organize daily work schedules, and ensure adherence to quality standards and regulatory codes. Additionally, the role requires developing procedural and technical skills through training and coaching, interpreting rules and regulations, and maintaining knowledge of industry standards. The associate will also communicate and resolve issues with internal departments while providing guidance to branch personnel on client requests.

Essential Duties and Responsibilities

• Processes financial documentation and transactions with accuracy and compliance.


• Performs occasional outbound calls to support operational needs.


• Answers and responds to email inquiries.


• Assists with requests for information, referring complex matters to colleagues.


• Handles simple customer inquiries and carries out standard customer service activities.


• Maintains files and records.


• Organizes daily work schedules in line with changing priorities.


• Follows mandatory procedures to ensure quality standards and regulatory compliance.


• Develops and maintains procedural and technical skills through training and coaching.


• Processes forms, basic distributions, and internal transfers.


• Interprets rules and regulations using Decedent Solutions knowledge.


• Reviews client requests for corrections and provides guidance to branch personnel.


• Maintains knowledge of rules and regulations through continuous training and resources.


• Communicates, researches, and resolves issues with internal departments.

Knowledge, Skills, and Abilities

• Knowledge of general office practices and procedures.


• Proficiency in Microsoft Word, Access, Excel, and Outlook for creating and updating documents, reports, and spreadsheets.


• Organizational and time management skills to prioritize workload and meet deadlines.


• At least 2 years of recent experience in financial services or a Bachelor's degree in finance or a related field with some professional experience preferred.


• Strong data entry skills with high attention to detail (minimum 5500 KPH with 85% accuracy required).


• Professional demeanor and strong problem-solving and analytical skills.


• Effective oral and written communication skills to explain complex regulations.


• Ability to acquire and maintain knowledge in a changing regulatory environment.


• Proficiency in using standard office equipment and software packages.


• Ability to plan, organize, and prioritize activities to meet business objectives.


• Strong customer service skills to connect with customers and meet high standards.


• Ability to navigate multiple systems simultaneously using dual monitors.


• Proven reliability with minimal attendance or tardiness issues.


• Minimum of a high school diploma and 1 year of banking experience required.

This is the pay range that Magnit reasonably expects to pay for this position: $00.00/hour - $00.00/hour

Benefits:

• Medical


• Dental


• Vision


• 401K