Lenmar Consulting Inc

Beneficiary Services Analyst (Max $22/hr W2)

Posted 3 Days Ago

Be an Early Applicant

South Jordan, UT, USA

In-Office

22-22 Hourly

Mid level

Information Technology

The Role

Provide client service support for beneficiary accounts, handling account opening, asset distributions, and inquiries related to estates, trusts, and retirement plans. Research and resolve issues or escalate, perform clerical and administrative tasks, manage high request volumes, and use Microsoft Suite and E*TRADE brokerage systems in a fast-paced team environment.

Summary Generated by Built In

Company Description

Finance

Job Description

College degree preferred
3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Ability to efficiently handle a high volume of requests in a fast paced environment
Strong computer skills including Microsoft Suite
Basic knowledge of E*TRADE from Brokerage systems and procedures
Be self-motivated and able to work in a strong team and high activity environment.

Additional Information

All your information will be kept confidential according to EEO guidelines.

Skills Required

College degree
3-4 years financial services industry experience including client service interactions and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Ability to efficiently handle a high volume of requests in a fast paced environment
Strong computer skills including Microsoft Suite
Basic knowledge of E*TRADE brokerage systems and procedures
Self-motivated and able to work in a strong team and high activity environment