Beneficiary Services Analyst (Max $22/hr W2)

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About this role

Company Description

Finance

Job Description

College degree preferred
3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Ability to efficiently handle a high volume of requests in a fast paced environment
Strong computer skills including Microsoft Suite
Basic knowledge of E*TRADE from Brokerage systems and procedures
Be self-motivated and able to work in a strong team and high activity environment.

Qualifications

Additional Information

All your information will be kept confidential according to EEO guidelines.

Frequently Asked Questions

Is the salary disclosed for the Beneficiary Services Analyst (Max $22/hr W2) position at lenmarconsultinginc?
The salary for this Beneficiary Services Analyst (Max $22/hr W2) role at lenmarconsultinginc is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Beneficiary Services Analyst (Max $22/hr W2) position at lenmarconsultinginc located?
This Beneficiary Services Analyst (Max $22/hr W2) role at lenmarconsultinginc is based in South Jordan, South Jordan, UT, United States, UT, us. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Beneficiary Services Analyst (Max $22/hr W2) role at lenmarconsultinginc full-time or part-time?
This is listed as a Contract position. It is posted as a Beneficiary Services Analyst (Max $22/hr W2) role at lenmarconsultinginc.
How do I apply for the Beneficiary Services Analyst (Max $22/hr W2) position at lenmarconsultinginc?
Click the "Apply Now" button on this page. You will be redirected to lenmarconsultinginc's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the Beneficiary Services Analyst (Max $22/hr W2) job at lenmarconsultinginc posted?
This Beneficiary Services Analyst (Max $22/hr W2) position at lenmarconsultinginc was posted on Jun 9, 2026. Apply as soon as possible โ€” early applications are often reviewed first.
Beneficiary Services Analyst (Max $22/hr W2)
lenmarconsultinginc
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