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Estate Administration Associate

1 month ago

Nashville, Tennessee, United States AllianceBernstein Holding LP Full time
Job Summary

We are seeking a highly skilled Estate Administration Associate to join our Private Wealth Management team at AllianceBernstein Holding LP. As a key member of our Estate Administration Team, you will be responsible for guiding clients through the estate administration process, ensuring a smooth transition during a challenging time in their lives.

Key responsibilities include coordinating client authorization for estate-related transactions, partnering with Legal and IRA Specialists to interpret trusts and wills, and communicating directly with beneficiaries' attorneys and accountants. You will also have the opportunity to earn additional certifications in estate administration and participate in our comprehensive training program.

Our ideal candidate possesses strong interpersonal, communication, and leadership skills, with a bachelor's degree and 1+ years of experience in the financial services industry. If you are a detail-oriented and client-focused individual who thrives in a rigorous and challenging environment, we encourage you to apply.

Key Responsibilities:

  • Guide clients through estate administration for assets at Bernstein and outside of Bernstein
  • Coordinate client authorization for all estate-related transactions
  • Partner with Legal and IRA Specialists to interpret trusts and wills
  • Communicate directly with beneficiaries' attorneys and accountants
  • Build trust and credibility with colleagues and teams across our business
  • Prepare and present consultative observations and updates to senior management

Requirements:

  • Bachelor's degree with excellence in academics
  • 1+ years of experience in the financial services industry
  • FINRA licenses: SIE, Series 7 and Series 63
  • Proficiency in Word and Excel

About AllianceBernstein Holding LP:

AllianceBernstein Holding LP is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.

We are a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management.