Estate Operations Analyst (Max $28/hr W2)

Company Description

Finance

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. The ideal candidate demonstrates strong attention to detail, can manage tasks with a high level of accuracy, and is effective at collaborating with cross-functional teams to deliver a seamless client experience, during a sensitive time.

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:

Undergraduate Degree and Basic Internship or 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

Additional Information

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

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