Estate & Deceased Accounts Specialist

Beacon Pointe Advisors LLC; Scottsdale (AZ); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Beacon Pointe Advisors LLC is seeking a dedicated resource in Scottsdale, AZ, to handle deceased client account resolutions. The role involves coordinating with custodians, ensuring accuracy in documentation, and supporting advisory teams. Ideal candidates will have a Bachelor’s degree and 5+ years of relevant experience in investment advisory or management firms, along with proficiency in Microsoft Office and Salesforce. Strong interpersonal skills and attention to detail are essential. The position offers an opportunity to work in a leading advisory firm recognized for its service quality.

Qualifikationen

• 5+ years of relevant experience with a Registered Investment Advisor, investment management firm or broker/dealer.
• Knowledge of Charles Schwab, Fidelity, SEI, Pershing and/or Raymond James institutional platforms and paperwork preferred.

Aufgaben

• Serve as the primary coordinator for deceased client account handling.
• Facilitate end-to-end workflow for deceased client notifications and account updates.
• Communicate with custodians to resolve all deceased-related requests.
• Perform quality control on deceased-related paperwork ensuring accuracy.
• Document all workflow stages within CRM and follow up on tasks.
• Contribute to enhancements of firm policies relating to deceased client handling.

Kenntnisse

Interpersonal and verbal/written communication skills

Detail orientation

Organization and prioritization skills

Self-starter

Ausbildung

Bachelor’s degree in Finance, Business or Economics

Tools

Microsoft Office

Salesforce CRM

Tamarac

Jobbeschreibung

Beacon Pointe Advisors LLC is seeking a dedicated resource in Scottsdale, AZ, to handle deceased client account resolutions. The role involves coordinating with custodians, ensuring accuracy in documentation, and supporting advisory teams. Ideal candidates will have a Bachelor’s degree and 5+ years of relevant experience in investment advisory or management firms, along with proficiency in Microsoft Office and Salesforce. Strong interpersonal skills and attention to detail are essential. The position offers an opportunity to work in a leading advisory firm recognized for its service quality.