Estate Operations Analyst (Max $28/hr W2)
Lenmar Consulting Inc, Jersey City, New Jersey, United States, 07390
Overview
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. Company
Finance Responsibilities
Evaluate estate-related and customer account documentation such as death certificates, wills, Letters Testamentary, Letters of Administration and other court-issued documents to ensure proper handling and transference of client assets. Process distributions in accordance with approved documents and internal procedures. Ensure accuracy and timeliness of account settlements following a client’s death. Requirements
Basic internship or up to 1 year of experience in the financial services industry. 1+ years of experience is acceptable where applicable (as stated by the employer). Knowledge in MS Office including Excel (required), Word (required) and PowerPoint (required). Preferred experience in brokerage, retirement, estate and beneficiary services. Analytical thinker with excellent written and verbal communication skills. 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 urgency in resolving inquiries and issues. Proven effectiveness in fast-paced, client-driven environments and ability to perform under tight deadlines. A curious 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. Additional Information
All your information will be kept confidential according to EEO guidelines.
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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. Company
Finance Responsibilities
Evaluate estate-related and customer account documentation such as death certificates, wills, Letters Testamentary, Letters of Administration and other court-issued documents to ensure proper handling and transference of client assets. Process distributions in accordance with approved documents and internal procedures. Ensure accuracy and timeliness of account settlements following a client’s death. Requirements
Basic internship or up to 1 year of experience in the financial services industry. 1+ years of experience is acceptable where applicable (as stated by the employer). Knowledge in MS Office including Excel (required), Word (required) and PowerPoint (required). Preferred experience in brokerage, retirement, estate and beneficiary services. Analytical thinker with excellent written and verbal communication skills. 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 urgency in resolving inquiries and issues. Proven effectiveness in fast-paced, client-driven environments and ability to perform under tight deadlines. A curious 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. Additional Information
All your information will be kept confidential according to EEO guidelines.
#J-18808-Ljbffr