This individual will be required to work closely with personal representatives, legal entities, beneficiaries, and licensed representatives to facilitate distributions from retail brokerage and/or CWM retirement accounts for beneficiaries of deceased clients. This role includes reviewing client documents such as death certificates, court appointments, small estate affidavits, trust documents, affidavits of domicile & debt, tax waivers, and payment distribution forms to ensure the authorized individual handling the decedent’s account has complied with the firm’s requirements. Other responsibilities include requesting liquidations, calculating payments based on beneficiary entitlements, completing payment distributions on behalf of beneficiaries, reporting and data analysis.
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