estate settlement administrator - Vancouver - beBeeSettlement

    beBeeSettlement
    beBeeSettlement Vancouver

    3 weeks ago

    Job title: Client Service Associate, Estates Administrator

    Description

    About the Estate Settlement Role:

    This position involves providing high-level administrative support to a team managing estate settlements. The successful candidate will be responsible for reviewing client holdings, determining settlement requirements, and facilitating communication with clients and stakeholders.

    Main Responsibilities

      • Reviewing client assets to determine estate settlement needs • Liaising with custodians and carriers to disburse funds • Coordinating with executors and beneficiaries to facilitate settlements • Providing guidance on the estate settlement process




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