Finance Manager (18 month FTC)

Join Bernstein Private Wealth Management's Estate Administration Team in Nashville as an Associate. You will manage the estate administration process for high-net-worth clients, coordinating with clients and internal teams to ensure smooth transitions. This role offers opportunities for professional development and certifications in estate planning.

• Lead client and support team meetings on estate administration
• Coordinate client authorizations and execute estate-related transactions
• Research deceased clients' accounts and map out estate admin steps
• Advise associates and advisors on estate administration matters
• Partner with legal and retirement account specialists
• Identify and drive solutions for process inefficiencies