💼 Full-Time Position

Estate & Inheritor Services Specialist

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Hired by Matrix
📍 Columbus, Ohio, United States
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Location
Columbus, Ohio, United States
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Posted
May 16, 2026
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Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

At-a-Glance:

Are you ready to build your career by joining a global financial institution? If so, our client is hiring an Estate & Inheritor Services Specialist.



Position Type:

  • Contract

  • On-Site


Required:


  • College degree preferred.

  • 3 - 4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.

  • Basic clerical and administrative skills.

  • Effective written and verbal communication skills.

  • Excellent interpersonal and client service skills.

  • Organizational skills, attention to detail and excellent follow up skills.

  • Ability to research and resolve problems and service inquiries and escalate when appropriate.

  • Ability to ...