Estate Operations Analyst Max 28hr 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.

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

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

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

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