Estate Operations Analyst
3 weeks ago
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
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