Tech Stack

Description

You will manage complex estate, divorce, and power of attorney cases with care and attention to detail, ensuring compliance with legal standards while collaborating with internal teams to support customers during critical life events.

Requirements

• Active FINRA Series SIE, 7, and 63 or 66 licenses
• Bachelor's degree in Business, Finance, or related field
• 3+ years of estate, POA, and divorce processing experience in financial industry
• Strong understanding of estate and legal account transitions
• Excellent communication and empathy skills

Responsibilities

• Manage complex cases involving Estates, Divorce, and Power of Attorney with care and attention to detail
• Analyze documentation and ensure compliance with legal and regulatory standards
• Collaborate with internal teams to resolve escalated cases
• Respond to inquiries from clients, legal professionals, and internal stakeholders
• Stay informed on industry trends and policy changes to ensure compliance