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Inheritance Asset Transfer Specialist
Job in
South Jordan, Salt Lake County, Utah, 84095, USA
Listed on 2026-07-04
Listing for:
Lenmar Consulting Inc.
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Services, Banking & Finance
Job Description & How to Apply Below
Lenmar Consulting Inc. is seeking a Beneficiary Services Specialist to assist with the processing of client accounts during the inheritance process in South Jordan, Utah. The role involves managing client asset transitions and serving as a Subject Matter Expert for various stakeholders within the financial services sector.
Ideal candidates should have a college degree and 3-4 years of experience in financial services, with a strong aptitude for client service, organizational skills, and proficiency with Microsoft Suite and E
* TRADE.
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