Estate Operations Analyst

Job Title: Estate Operations Analyst
Duration: Months
Location: Jersey City, NJ

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.

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

Requirements:
-Basic Internship or up to year experience in the financial services industry + 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.

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