Estate Operations Analyst (Max $28/hr W2)

Lenmar Consulting Inc. • Jersey City, NJ

4h • $28

About The Position

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.
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

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)
• 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

Nice To Haves

• Preferred Brokerage, retirement, estate and beneficiary services experience desirable.
• 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

Responsibilities

• reviewing estate-related legal documentation
• processing distributions to beneficiaries or estate heirs
• adhering to standard operating procedures
• 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

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees