Job Description

Job Title

Estate and Inheritor Specialist (Brokerage Services) 



PAY RATE: $22.22/Hr 



Location

Columbus, OH (Hybrid/Onsite as required)



Education

Bachelor’s Degree Preferred




Position Overview

The Estate & Inheritor Services Specialist is part of a specialized Brokerage team responsible for supporting clients through the inheritance and asset transition process. This role serves as a Subject Matter Expert supporting Wealth Management clients, Financial Advisors, Client Service Associates, and Branch Management to ensure smooth and compliant legacy and inheritance transfers.



The associate will operate in a virtual branch environment, collaborating closely with internal departments to process documentation, resolve client inquiries, and support account transitions with accuracy, empathy, and effi...

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