Open Accounts Associate II-Estates (16 Month FTC)

Review and validate estate documentation for deceased accounts, including probate and executor authorization materials. Coordinate the transfer or liquidation of securities and related instruments, ensuring correct handling of outstanding trades, margin positions, and corporate actions. Partner with legal counsel and compliance teams on complex or high-value estate matters, applying knowledge of regulations and risk-based decisions. Work independently in a small team while maintaining high quality and volume at speed.