Estate Operations Analyst - Fremont

Only for registered members Fremont, United States

3 weeks ago

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Job summary

Estate Operations Analyst evaluates estate-related and customer account documentation to ensure proper handling and transference of client assets. Executes timely and accurate disbursements of funds and assets to beneficiaries, heirs or the estate in accordance with legal instructions. Performs all responsibilities with accuracy and attention to detail.

Responsibilities

  • Evaluate estate related and customer account documentation such as death certificates, will, Letters Testamentary, Letters of Administration and other court issued documents.
  • Execute timely and accurate disbursements of funds and assets to beneficiaries, heirs or the estate.

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