Hiring - Estate Operations Support - Columbus, OH

Job Role - Estate Operations Support Location - Columbus, OH Duration - 12 Months Estate & Inheritor Services is a specialized team withindesigned to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert forWealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment. DUTIES and RESPONSIBILITIES: -Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills -Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. -Process & follow up 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 -Leveragesystems 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. EDUCATION and or EXPERIENCE -College degree preferred -3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes Knowledge/Skills: -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 escalate when appropriate -Ability to efficiently handle a high volume of requests in a fast paced environment -Strong computer skills including Microsoft Suite -Basic knowledge ofsystems and procedures -Be self-motivated and able to work in a strong team and high activity environment.

Created: 2026-03-04