Financial Services Coordinator
3 days ago
About the Estate Operations Analyst Position
This role supports the Brokerage Business with a focus on Brokerage Operations, particularly within estate distributions. The successful candidate will have strong problem-solving skills, attention to detail, and an understanding of the financial services industry.
Responsibilities:
- Estate Operations Support: Provide hands-on support and analysis to ensure smooth estate distribution processes.
- Problem Resolution & Data Analysis: Perform various levels of problem resolution and data analysis for estate operations, review and validate probate and beneficiary asset distribution documentation, and analyze error trends to identify root causes.
- Data Integrity & Reporting: Ensure the accuracy and integrity of data displayed on client-facing platforms and produce accurate and actionable status reports.
- Quality Assurance: Adhere to established quality assurance protocols and procedures for estate processes and support strategic plans that enhance productivity.
Requirements:
- Experience: 1+ years of experience in the financial services industry, preferably with exposure to brokerage, retirement, estate, or beneficiary services.
- Technical Skills: Proficiency in MS Office, especially Excel, Word, and PowerPoint.
- Additional Skills: Analytical mindset with excellent written and verbal communication skills, detail-oriented with strong organizational abilities, and ability to handle multiple projects.
Estimated Salary Range: $55,000 - $65,000 per year.
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