Senior Estates Specialist - Chicago
1 month ago

Job summary
This role requires a seasoned professional with deep expertise in managing the complex processes associated with deceased client accounts, estate settlements, and regulatory compliance across multiple jurisdictions. The ideal candidate will have experience working in a global financial institution and possess excellent collaboration and communication skills.Responsibilities
- Serve as the primary expert resource for deceased estate matters across the organization.
- Review and validate estate documentation including death certificates, letters of testamentary, probate documents, and executor authorizations.
Job description
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