What are the responsibilities and job description for the Estate Operations Analyst position at Hired by Matrix, Inc?
At-a-Glance:
Are you ready to build your career by joining a global financial institution? If so, our client is hiring an Estate Operations Analyst!
Position Type: Contract
Required:
If you think you'd be a good match, submit your resume and reach out to Abhishek at 201-336-0795 to learn more.
Are you ready to build your career by joining a global financial institution? If so, our client is hiring an Estate Operations Analyst!
Position Type: Contract
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.
- 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.
If you think you'd be a good match, submit your resume and reach out to Abhishek at 201-336-0795 to learn more.
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