Skills

Communication VBA Attention to detail Process Improvement Organizational Skills

Job Specifications

Job Title: Estate Operations Analyst
Duration: 12 Months
Location: Jersey City, NJ

Description
The Estate Operations Analyst plays a key role in ensuring the accurate and timely settlement of client accounts following the passing of 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, can manage tasks with a high level of accuracy, and is effective at collaborating 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, will, 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 which include 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 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

Preferred Skills:
-Experience with process transformation or operational efficiency initiatives.
-Experience with tools such as Alteryx, Excel (macro/VBA), or similar platforms to support workflow/process automation and data-driven process improvement.

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About the Company

eTeam was formed in 1999 with the goal of becoming the supplier of choice for clients, employees and contingent workers. Today, we're one of the fastest-growing companies in New Jersey and ranked as one of the best companies to work for by Staffing Industry Analysts and New Jersey Business. We're also an honored member of Deloitte's Technology Fast 50. eTeam provides high-volume staffing, SOW and pay rolling services to structured contingent workforce programs and projects across the U.S., Canada and India. We also offer ... Know more