Hiring of Operations Support with banking client in Jersey City, NJ
eTeam, Jersey City, NJ, United States
Job Title:
Operations Support
Location:
Jersey City, NJ
Employment Type:
Contract
Duration:
12 months
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 the 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, manages tasks with a high level of accuracy, and collaborates effectively 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, wills, 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—including 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 1 year of experience in the financial services industry.
Proficient in MS Office, including Excel, Word, and PowerPoint.
Understanding of brokerage, retirement, estate, and beneficiary services is desirable.
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.
Adaptable to dynamic work environments and priorities.
Demonstrated ownership and sense of urgency in resolving inquiries and issues.
Proven ability to perform and deliver within tight deadlines in a fast‑paced, client‑driven environment.
Attention to detail and tenacity.
Preferred Skills
Experience with process transformation or operational efficiency initiatives.
Familiarity with tools such as Alteryx, Excel macros/VBA, or similar platforms to support workflow/process automation and data‑driven process improvement.
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Operations Support
Location:
Jersey City, NJ
Employment Type:
Contract
Duration:
12 months
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 the 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, manages tasks with a high level of accuracy, and collaborates effectively 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, wills, 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—including 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 1 year of experience in the financial services industry.
Proficient in MS Office, including Excel, Word, and PowerPoint.
Understanding of brokerage, retirement, estate, and beneficiary services is desirable.
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.
Adaptable to dynamic work environments and priorities.
Demonstrated ownership and sense of urgency in resolving inquiries and issues.
Proven ability to perform and deliver within tight deadlines in a fast‑paced, client‑driven environment.
Attention to detail and tenacity.
Preferred Skills
Experience with process transformation or operational efficiency initiatives.
Familiarity with tools such as Alteryx, Excel macros/VBA, or similar platforms to support workflow/process automation and data‑driven process improvement.
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