Estate Operations Analyst W2

Job Description

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.

• 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

• 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

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