Trust & Estate Settlement Professional
LPL Financial(17 days ago)
About this role
LPL Financial is seeking a Trust & Estate Settlement Professional to handle administration and operations of trust and estate settlements, focusing on managing client relationships, coordinating with various parties, and ensuring proper estate and trust management.
Required Skills
- trusts
- Estate Management
- Legal Acumen
- Financial Assets
- Trust Administration
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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