Inheritance & Estate Services Specialist
Job in
South Jordan, Salt Lake County, Utah, 84095, USA
Listed on 2026-09-06
Listing for:
Lenmar Consulting
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Wealth Management
Job Description & How to Apply Below
Lenmar Consulting is seeking an Estate & Inheritor Services Associate to support inheritance and legacy transfers for Wealth Management clients. You will work with Financial Advisors, Client Service Associates and Branch Management to facilitate asset transitions, ensure compliance, and provide proactive service in a virtual environment.
The role emphasizes strong relationship management, meticulous documentation, and efficient use of internal applications to process paperwork while adhering to
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