Estate Operations Analyst (Max $28/hr W2)

Lenmar Consulting Inc. • Jersey City, NJ

8h • $0 - $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. 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.

Requirements

• Undergraduate Degree and Basic Internship or 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

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

Responsibilities

• Ensuring the accurate and timely settlement of client accounts following the passing of client.
• Reviewing estate-related legal documentation.
• Processing distributions to beneficiaries or estate heirs.
• Adhering to standard operating procedures.
• Collaborating with cross-functional teams to deliver a seamless client experience.

What This Job Offers

• Career Level: Entry Level
• Education Level: Associate degree