Estate & Deceased Accounts Specialist
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC is seeking a dedicated resource in Scottsdale, AZ, to handle deceased client account resolutions. The role involves coordinating with custodians, ensuring accuracy in documentation, and supporting advisory teams. Ideal candidates will have a Bachelor’s degree and 5+ years of relevant experience in investment advisory or management firms, along with proficiency in Microsoft Office and Salesforce. Strong interpersonal skills and attention to detail are essential. The position offers an opportunity to work in a leading advisory firm recognized for its service quality. #J-18808-Ljbffr Beacon Pointe Advisors LLC
Vacancy posted 1 day ago
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