Estate Operations Analyst

3 weeks ago


Jersey City, United States Hired by Matrix Full time
Job DescriptionJob Description

Position Type:
Contract
Hybrid (3 Days In Office per week)

Required:

  • 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
  • Skills
    • Strong Microsoft office skills including Outlook, Excel, Word, PowerPoint etc.
    • Experience in financial world like bank, brokerage or retirements (helps with understanding basics like account types, etc.)
    • Communication skills and teamwork

Responsibilities: 
 

  • The role of Estate Operations Analyst is one who maintains strong functional knowledge of all aspects of the Brokerage Business with an emphasis on Brokerage Operations.
  • The role will be a hands-on partner with Retirements group and will be focused on Estate distributions.
  • Problem Resolution Data Analysis, as assigned Perform different levels of problem resolution & data analysis for all aspects of estate operations.
  • Review and validate documentation associated with probate and beneficiary asset distributions in a timely manner.
  • Deliver objective analysis of error trends and opportunities, identify root cause
  • Resolve estate issues and document the resolution process
  • Validate data integrity is maintained in client facing displays
  • Assist the management team in developing metrics that demonstrate the progress / completion of estate inquiry resolution
  • Ensure that the status reports produced are accurate, relevant, complete, and actionable.
  • Quality Assurance
  • Follow established procedures and quality assurance protocol for estate processes
  • Support strategic plans that enhance productivity through process efficiencies and automation
Company DescriptionHired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.Company DescriptionHired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.

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