Technical Business Analyst I

6 days ago

Jersey City, United States JobRialto Full time
Job Summary:

The Technical Business Analyst will play a key role in supporting estate operations by performing data analysis, problem resolution, and ensuring the integrity of estate-related documentation.

The ideal candidate will have a foundational understanding of the financial services industry, with an emphasis on estate distributions.

This role requires strong communication, analytical, and teamwork skills to support the Retirements group effectively.

Key Responsibilities:
  • Conduct various levels of problem resolution and data analysis related to estate operations.
  • Review and validate documentation for probate and beneficiary asset distributions in a timely manner.
  • Analyze error trends, identify root causes, and provide actionable insights.
  • Resolve estate-related issues and document the resolution process clearly.
  • Ensure the integrity of client-facing data displays.
  • Assist management with developing metrics to track the progress and completion of estate inquiry resolution.
  • Produce accurate, relevant, and actionable status reports.
  • Follow established procedures and quality assurance protocols for estate processes.
  • Support strategic initiatives aimed at increasing productivity through process efficiencies and automation.
Required Qualifications:
  • Basic internship experience or up to 1 year of experience in the financial services industry.
  • Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
  • Strong written and verbal communication skills.
  • Analytical thinker with excellent attention to detail and strong organizational skills.
  • Ability to manage multiple projects, prioritize tasks, and meet multiple deadlines.
  • Demonstrated ability to work in a fast-paced, client-driven environment.
  • A proactive approach with a sense of ownership and urgency in resolving inquiries and issues.
Preferred Qualifications:
  • Experience in brokerage, retirement, estate, or beneficiary services.
  • Proven ability to adapt to dynamic work environments and shifting priorities.
  • Strong teamwork and collaboration skills.

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