Estate Operations Analyst (Max 28hr W2)
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Job Location:
Jersey, NJ - USA
Monthly Salary:
Not Disclosed
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
The Estate Operations Analyst plays a key role in ensuring the accurate and timely settlement of client accounts following the passing of client. This role involves reviewing estate-related legal documentation processing distributions to beneficiaries or estate heirs and adhering to standard operating procedures.
Evaluate estate-related and customer account documentation such as death certificates will Letters Testamentary Letters of Administration and other court issued documents to ensure proper handling and transference of client assets
Requirements:
-Basic Internship or up to 1 year experience in the financial services industry 1 years
-Knowledge in MS Office including Excel (required) Word (required) and Power Point (required)
-Preferred Brokerage retirement estate and beneficiary services experience desirable.
-Analytical thinker with excellent written and verbal communication Detail oriented with strong organizational skills
-Ability to manage multiple projects prioritize tasks and work against multiple deadlines and objectives
-Adaptable to dynamic work environments and priorities
-Demonstrate ownership and sense of urgency in resolving inquiries and issues
-Proven effectiveness in fast-paced demanding client-driven environment.
-Ability to perform and deliver within tight deadlines
-A challenging and inquiring mind
-Attention to detail and tenacity
Preferred Skills:
-Experience with process transformation or operational efficiency initiatives
-Experience with tools such as Alteryx Excel (macro/VBA) or similar platforms to support workflow/process automation and data-driven process improvement
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Contract
Key Skills
- Arabic Speaking
- Internal Audit
- Biotechnology
- ABAP
- Learning Management System
- AV
