Willenborg Wealth Management is seeking a Decedent Solutions Associate to support Financial Advisors in managing decedent accounts through a hybrid work environment. The role emphasizes strong communication, problem-solving skills, and attention to detail in providing client support, with a commitment to high-quality customer service
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking a Decedent Solutions Associate to support Financial Advisors in managing decedent accounts through a hybrid work environment. The role emphasizes strong communication, problem-solving skills, and attention to detail in providing client support, with a commitment to high-quality customer service.
Skills & Requirements
Must-have
Process financial transactions accurately
Maintain files and records
Follow mandatory procedures
Use Microsoft Office applications
Navigate customer service conversations
Nice-to-have
Strong communication skills
Attention to detail
Problem solving abilities
Commitment to exceptional service
Ability to prioritize workload
Key Requirements
Bachelor's degree in Accounting, Business Administration, or Finance