Financial Planning & Estate Administrator

Great Financial Firm!
Boston , MA

Great Downtown Boston firm looking for a Financial Planning and Estate Administrator/Paraplanner up to $85k


You will….

Obtain date of death valuations on all estate assets
Prepare and coordinate insurance paperwork with client and insurance company
Obtain information and estate paperwork for outside (non-managed) accounts (bank, brokerage, retirement accounts, annuities, etc.)
Coordinate estate settlement process with attorneys and CPAs
Coordinate TFC-managed investment account administration with client service team
Coordinate post estate settlement activities such as estate distributions, beneficiary changes to pension benefits, Social Security direct deposits, etc.
Set up client profiles
Link TFC and TIAA CREF accounts


You need….

Bachelor’s Degree required
3 - 5 years of office experience required
Paralegal, insurance administration or financial services experience preferred
Excellent organizational skills
Strong attention to detail and accuracy
Experience with eMoney

Interested in this job?

Contact us below to learn more.