Inheritor Services Analyst
Inheritor Services is a dynamic team that oversees the transition of assets after a client's passing.
Each situation is unique with different account types, family dynamics, and estate plans.
The IS team reviews each situation individually to determine the information needed to distribute a client's assets to their final destination, and coordinates between departments to ensure the best possible experience for the family.
We have a unique impact on our client's families' peace of mind during a time that is often very difficult for them, and aim to set ourselves apart from competitors in supporting them through the experience of managing their loved one's estate.
The Opportunity:
As an Inheritor Services Analyst, you will be assigned to clients with medium to highly complex estate plans and working with the family directly to ensure they are informed, educated, and updated.
In addition to direct beneficiaries, you'll often work with CPAs, estate planning attorneys, corporate trustees, power of attorneys, and other parties who may need to be involved.
The team will grow and evolve significantly in 2024, and all team members will have the opportunity to help find new ways to improve service to our internal and external clients while revamping processes to be more efficient and intuitive.
You will report to the Inheritor Services Team Leader onsite in Camas, who will support your skill and career development.
The Day-to-Day:
Quarterback the death re-registration process for your assigned clients from start to finish by analyzing each situation, formulating a plan to produce the best beneficiary experience possible given the pertinent legal and bureaucratic restrictions, and orchestrating the activities of all involved parties both internal and external Communicate both verbally and in writing with all involved parties Identity and mitigate for potential business and reputational risks Provide recommendations to resolve complex issues with management Provide coaching for relationship managers and clients who are unfamiliar with the inheritance process Your
Qualifications:
Bachelor's degree, or equivalent combination of education and experience Experience with customer/client service Project management experience and capacity to prioritize based on priority Relevant background in one or more of the following areas:
financial operations, the inheritance process, elder care, or case coordination Why Fisher Investments:
We work for a bigger purpose:
bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO , plus 10 paid holidays ( 17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Recommended Skills Customer Service Finance Nursing Home Care Project Management Receptive Career Development Estimated Salary: $20 to $28 per hour based on qualifications.
Each situation is unique with different account types, family dynamics, and estate plans.
The IS team reviews each situation individually to determine the information needed to distribute a client's assets to their final destination, and coordinates between departments to ensure the best possible experience for the family.
We have a unique impact on our client's families' peace of mind during a time that is often very difficult for them, and aim to set ourselves apart from competitors in supporting them through the experience of managing their loved one's estate.
The Opportunity:
As an Inheritor Services Analyst, you will be assigned to clients with medium to highly complex estate plans and working with the family directly to ensure they are informed, educated, and updated.
In addition to direct beneficiaries, you'll often work with CPAs, estate planning attorneys, corporate trustees, power of attorneys, and other parties who may need to be involved.
The team will grow and evolve significantly in 2024, and all team members will have the opportunity to help find new ways to improve service to our internal and external clients while revamping processes to be more efficient and intuitive.
You will report to the Inheritor Services Team Leader onsite in Camas, who will support your skill and career development.
The Day-to-Day:
Quarterback the death re-registration process for your assigned clients from start to finish by analyzing each situation, formulating a plan to produce the best beneficiary experience possible given the pertinent legal and bureaucratic restrictions, and orchestrating the activities of all involved parties both internal and external Communicate both verbally and in writing with all involved parties Identity and mitigate for potential business and reputational risks Provide recommendations to resolve complex issues with management Provide coaching for relationship managers and clients who are unfamiliar with the inheritance process Your
Qualifications:
Bachelor's degree, or equivalent combination of education and experience Experience with customer/client service Project management experience and capacity to prioritize based on priority Relevant background in one or more of the following areas:
financial operations, the inheritance process, elder care, or case coordination Why Fisher Investments:
We work for a bigger purpose:
bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO , plus 10 paid holidays ( 17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Recommended Skills Customer Service Finance Nursing Home Care Project Management Receptive Career Development Estimated Salary: $20 to $28 per hour based on qualifications.
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