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Client Documentation_Operations Analyst
4 months ago
Job Summary:
As a Client Documentation Operations Analyst/Team Leader within our team, you will work closely with personal representatives, legal entities, beneficiaries, and licensed representatives to facilitate distributions from retail brokerage and/or CWM retirement accounts for beneficiaries of deceased clients. This role provides an opportunity to leverage your experience in the securities industry and back office functions, and your ability to review client documentation and adhere to procedures. We value collaboration and your ability to influence decisions across all levels will be key. This role requires a Bachelor’s degree and preferably 2+ years’ experience in the securities industry and back office functions. Prior legal or estate processing experience is a plus.
Job Responsibilities:
Includes reviewing client documents such as death certificates, court appointments, small estate affidavits, trust documents, affidavits of domicile & debt, tax waivers, and payment distribution forms Ensure the authorized individual handling the decedent’s account has complied with the firm’s requirements. Requesting liquidations, calculating payments based on beneficiary entitlements, completing payment distributions on behalf of beneficiaries, reporting and data analysis.Required Qualifications, Skills and Capabilities:
Prefer 2+ years’ experience in the securities industry and back office functions. Prior legal or estate processing experience is a plus. Experience in roles that require reviewing client documentation, following a workflow, and adhering to procedures. Ability to partner collaboratively with key stakeholders and able to influence decisions across all levels. Bachelor’s degree required.