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Retirement Operations Analyst
ApTaskJersey City, NJ, US1 day ago
Job type
- Full-time
Job description
Estate Operations Analyst
The Estate Operations Analyst plays a key role in ensuring the accurate and timely settlement of client accounts following the passing of a 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 analytical skills and attention to detail.
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Retirement Analyst • Jersey City, NJ, US
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