Decedent Solutions Associate - St. Petersburg

Only for registered members St. Petersburg, United States

1 month ago

Default job background
+ Provides sensitive procedural support for managing deceased clients' accounts involving research data entry resolving issues for financial advisors handling basic inquiries maintaining records processing transactions and ensuring compliance with financial regulations in a fast paced detail oriented environment +
Job Duties Client Internal Support Assist financial advisors and internal teams with complex decedent account issues Issue Resolution Research and resolve escalated account problems recommending appropriate solutions Communication Handle incoming calls and emails addressing basic inquiries directing complex ones Data Management Perform accurate data entry maintain client files manage financial records Transaction Processing Process financial transactions accurately handle account updates Compliance Follow mandatory procedures regulatory guidelines Qualifications High School Diploma/ GED Equivalent Strong organizational time management skills At least 2 years of recent experience within the financial services At least 40 WPM typing ability #priorityeast Pay And Benefits The pay range for this position is $23.00/hr Eligibility requirements apply to some benefits may depend on your job classification length of employment Benefits are subject to change may be subject to specific elections plan or program terms If eligible the benefits available for this temporary role may include Medical dental vision Critical Illness Accident Hospital 401(k) Retirement Plan – Pre-tax Roth post-tax contributions available Life Insurance Voluntary Life AD D for the employee dependents Short long term disability Health Spending Account HSA Transportation benefits Employee Assistance Program Time Off/Leave PTO Vacation Sick Leave Workplace Type This is a hybrid position in St Petersburg FL Application Deadline This position is anticipated to close on Jan 26 2026 h4About TEKsystems We re partners in transformation We help clients activate ideas solutions take advantage of a new world of opportunity pWe are a team of 80 thousand strong working with over six thousand clients including eighty percent of the Fortune five hundred across North America Europe Asia /p As an industry leader in Full Stack Technology Services Talent Services real world application we work with progressive leaders drive change That s the power of true partnership TEKsystems is an Allegis Group company pThe company is an equal opportunity employer will consider all applications without regards race sex age color religion national origin veteran status disability sexual orientation gender identity genetic information or any characteristic protected by law /p About TEKsystems And TEKsystems Global Services We re leading provider business technology services Accelerate business transformation customers expertise strategy design execution operations unlocks business value through range solutions pWe re team eight thousand strong working over six thousand customers including eighty percent Fortune five hundred across North America Europe Asia partner us our scale full stack capabilities speed /p Were strategic thinkers hands-on collaborators helping customers capitalize master momentum technology Were building tomorrow delivering business outcomes making positive impacts global communities TEKystems and TEKSysts Global Services Ents Allegis Group companies Learn more at

The company is an equal opportunity employer will consider all applications without regard race sex age color religion national origin veteran status disability sexual orientation gender identity genetic information or any characteristic protected by law
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