Estate Operations Analyst Alteryx, MacroVBA (Max 28hr W2)

This role involves reviewing estate-related legal documentation processing distributions to beneficiaries or estate heirs and adhering to standard operating procedures.

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
 

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

Key Responsibilities:
-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
-Execute timely and accurate disbursements of funds and assets to beneficiaries heirs or the estate in accordance with legal instructions and internal procedures
-Ensure all work is completed in compliance with established SOPs regulatory requirements and internal quality standards.
-Perform all responsibilities with a focus on accuracy and attention to detail minimizing errors and rework.
-Complete and submit all daily reporting tasks to ensure transparency status tracking and timely completion of estate items.
-Work closely with internal stakeholders which include Service Partners Client Onboarding Operations Retirement Operations and the Gains and Losses team to facilitate end-to-end processing.
-Maintain a compassionate and professional approach when handling sensitive client matters and ensure a respectful experience for heirs and estate representatives.
-Support strategic plans that enhance productivity through process efficiencies and automation

Additional Information :

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

Remote Work :

No

Employment Type :

Contract