Financial Operations Support

JobTitle: Financial Operation Support
Location: Sandy, UT (Onsite)

Duration: Months



Fully on-site to start



One round of interviews on-site only.



Description: on-site x a week



POSITION SUMMARY:

Beneficiary Services is a specialized team within ETRADE from designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for ETRADE from Wealth 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 R...