Deskripsi Pekerjaan
Capital One is seeking a dedicated Associate, Estate Settlement to join our team and support our valued customers during sensitive financial transitions. In this role, you will assist family members, loved ones, and designated representatives in managing the financial wishes of our clients with precision and empathy.
You will be responsible for overseeing the estate settlement process, ensuring that all administrative tasks are completed accurately and in compliance with legal regulations. This position requires a keen eye for detail, strong organizational skills, and the ability to communicate complex information clearly to clients and legal professionals alike.
Join us in providing exceptional service and ensuring the smooth administration of estates for our customers.
Tanggung Jawab
- Manage the end-to-end estate settlement process, ensuring all documentation is accurate and complete.
- Communicate regularly with executors, beneficiaries, and legal representatives to provide status updates and guidance.
- Ensure strict compliance with all federal, state, and local laws regarding estate administration and probate.
- Review and verify financial statements, wills, trusts, and other legal documents for accuracy.
- Maintain confidential and organized records of all estate-related activities and transactions.
- Collaborate with internal legal and compliance teams to resolve any issues or discrepancies.
- Provide exceptional customer service by addressing inquiries and resolving problems efficiently.
Kualifikasi
- Bachelor’s degree in Finance, Business Administration, Law, or a related field.
- Strong attention to detail and the ability to manage multiple complex tasks simultaneously.
- Excellent verbal and written communication skills, with a focus on customer service.
- Proven ability to handle sensitive and confidential information with discretion and professionalism.
- Experience in banking, customer service, or estate administration is a strong plus.
- Proficiency in Microsoft Office Suite and relevant estate management software.
- A commitment to ethical standards and regulatory compliance.