Company:
Hired by Matrix
Location: Jersey City
Closing Date: 19/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
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:
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.
Responsibilities:
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.
Get in Touch:
If you think you'd be a good match, submit your resume and reach out to Abhishek at (phone number removed) to learn more.
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:
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.
Responsibilities:
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.
Get in Touch:
If you think you'd be a good match, submit your resume and reach out to Abhishek at (phone number removed) to learn more.
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