Inheritance Operations Specialist (Contract, Onsite)

Hired by Matrix, Inc.; South Jordan (UT); On-site; USD 52,000 - 68,000; Part time

Job summary

Hired by Matrix, Inc. is seeking an Operations Support professional for a contract on-site role in Utah. The position requires 3-4 years of financial services experience, including client service interactions, and knowledge of estates, trusts, and retirement plans.

Strong communication, organizational skills, and the ability to handle high-volume inquiries are essential. Candidate should possess Series 7 and Series 66 (or Series 63 & 65) and be self-motivated to work in a fast-paced team

Qualifications

• Experience in financial services industry.
• 3-4 years of financial services experience including client service, estates/trusts, retirement plans, account opening and asset distribution processes.
• College degree preferred.
• Basic clerical and administrative skills.
• Effective written and verbal communication skills.
• Excellent interpersonal and client service skills.
• Organizational skills, attention to detail, and excellent follow-up skills.
• Ability to research and resolve problems and service inquiries and elevate when appropriate.
• Ability to efficiently handle a high volume of requests in a fast-paced environment.
• Strong computer skills, including Microsoft Suite.
• Basic knowledge of systems and procedures.
• Be self-motivated and able to work in a strong team and high activity environment.
• Series 7 and Series 66 required (or Series 63 & 65).

Responsibilities

• Provide dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills.
• Proactively communicate with clients by phone and/or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
• Process and follow up on client service requests to ensure completion in a timely manner.
• Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up.
• Provide world-class customer service to both internal and external clients in all interactions.
• Research and resolve problems with both internal and external clients accurately and in a timely manner.
• Leverage systems and ensure all case interactions are appropriately entered and documented.
• Actively manage, monitor, and document daily case load by utilizing various technology resources.
• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.
• Keep current on SEC/FINRA, Compliance, and Firm guidelines and apply to processing and all interactions to ensure risk mitigation.
• Other ad hoc duties as assigned.

Job description

Hired by Matrix, Inc. is seeking an Operations Support professional for a contract on-site role in Utah. The position requires 3-4 years of financial services experience, including client service interactions, and knowledge of estates, trusts, and retirement plans.

Strong communication, organizational skills, and the ability to handle high-volume inquiries are essential. Candidate should possess Series 7 and Series 66 (or Series 63 & 65) and be self-motivated to work in a fast-paced team