Estates Relationship Specialist

Location: Westlake, Texas, United States; on-site work required

Salary: USD $26.92–$40.87 per hour, plus potential bonus or incentive opportunities

Company

hirify.global provides financial services and brokerage solutions, with a focus on client service, integrity, compliance, and collaboration.

What you will do

• Own and resolve estate cases from intake through completion.
• Review and process legal documentation related to estate and divorce matters.
• Guide trustees, executors, heirs, attorneys, and internal partners through estate-related inquiries.
• Gather and research information, assess complex scenarios, and determine appropriate next steps.
• Complete accurate processing work across multiple internal systems while managing open items and follow-ups.
• Mitigate financial and legal risk while delivering clear, empathetic, and compliant client service.

Requirements

• At least 1 year of operational experience in a call center, legal, financial services, brokerage, banking, legal/paralegal, or research environment.
• Bachelor’s degree in finance, economics, business administration, or a related field; relevant work experience may be considered.
• Ability to learn and apply state regulations, limits, policies, procedures, and regulatory requirements.
• Clear and effective communication skills, including active listening and thoughtful questioning.
• Ability to follow established workflows, track open items, and fulfill client commitments.
• Ability to work efficiently across multiple programs and systems using dual monitors.

Nice to have

• Active Series 7 and Series 63 licenses.
• 1–2 years of experience with estate distributions or retirement topics.

Culture & Benefits

• Comprehensive on-the-job training and continuous learning opportunities.
• Collaborative in-office work environment with coaching and feedback.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid vacation, volunteering time, and paid parental leave.
• Tuition reimbursement and family-building benefits.
• Eligible positions may receive a 28-day sabbatical after five years of service.