Estate & Inheritance Operations Associate

Compunnel Inc.; Columbus (OH); On-site; USD 28,929 - 30,307; Part time

Job summary

A financial services company in Columbus, Ohio, is looking for an Operations Support Specialist to aid clients during the inheritance process. This entry-level position ensures empathetic handling of sensitive client needs and involves processing requests and maintaining compliance with regulations. Ideal candidates will possess strong organizational and communication skills. This role also offers a pay range of $21.00/hr to $22.00/hr.

Qualifications

• Strong communication and client servicing skills.
• Ability to maintain accurate documentation and case tracking.
• Experience with financial systems in wealth management is a plus.

Responsibilities

• Support clients with inheritance-related inquiries and requests.
• Communicate with clients via phone and email with professionalism and empathy.
• Process account documentation and inheritance paperwork.
• Ensure compliance with regulatory policies (SEC/FINRA).
• Collaborate with advisors and internal departments for case resolution.

Skills

Knowledge of estate, trusts, or retirement accounts

Strong organizational skills

Strong communication skills

Familiarity with compliance/regulations

Job description

A financial services company in Columbus, Ohio, is looking for an Operations Support Specialist to aid clients during the inheritance process. This entry-level position ensures empathetic handling of sensitive client needs and involves processing requests and maintaining compliance with regulations. Ideal candidates will possess strong organizational and communication skills. This role also offers a pay range of $21.00/hr to $22.00/hr.