Job details

Inheritor Services Associate

Overview:

Inheritor Services is a dynamic team that oversees the transition of assets after a client’s passing. Each client’s situation is unique with different account types, family dynamics, and estate plans. The Inheritor Services team reviews each situation individually to determine the information needed to distribute a client’s assets to their final destination, and coordinates between departments in the firm to ensure the best possible experience for the family. We have a unique impact on our client’s families’ peace of mind during a time that is often very difficult for them, and aim to set ourselves apart from competitors in supporting them through the experience of managing their loved one’s estate.

The Opportunity:

As an Inheritor Services Associate, you will learn about the various account types, how Fisher manages assets for our clients, and how to manage a project to meet the needs of the client, the firm, and the involved employees. You will be assigned to clients with low to medium complexity estate plans of $3m or less, and will coordinate with internal partners to organize the research and documentation required. You will also assist the Analysts on the team in gathering data for the medium and high complexity assignments, and other support tasks.

The team will grow and evolve significantly in 2024, and all team members will have the opportunity to help find new ways to improve service to our internal and external clients while revamping processes to be more efficient and intuitive. You will report to the Inheritor Services Team Leader, who will support your skill and career development.

The Day-to-Day:

Oversee the death re-registration process from start to finish by coordinating with internal partners
Compile data relevant to the inheritance process for each account impacted by a client passing
Monitor relationships for potential business and reputational risks
Elevate and communicate directly with management, while overseeing the resolution of complex issues
Assist on nuanced calls with beneficiaries' legal and tax representatives (~1x a week)
Provide coaching for internal parties who are unfamiliar with the inheritance process
Monitor and direct team traffic of incoming emails and documents; mail condolence letters

Your Qualifications:

Bachelor's degree, or equivalent combination of education and experience
Experience with customer/client experience
Commitment to maintain quality of work while sticking to a timeline
Project management experience and capacity to prioritize based on priority

Compensation:

$50,000 - $65,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments Glassdoor Company Review

3.9

Fisher Investments DE&I Review

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CEO of Fisher Investments

Damian Ornani

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By Fisher Investments

You’ll find that we’re a different kind of investment firm than most in the industry and work for a bigger purpose: bettering the investment universe. We are driven to make things better for our employees, our clients and the industry. We invit...

41 jobs

FUNDING

Private

INDUSTRY

Investment & Asset Management

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Plano, US

DATE POSTED

January 18, 2024