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Hired by Matrix, Inc · 4 hours ago

Estate Operations Analyst

Jersey City, NJ

Contract

Onsite

Entry Level

$28/hr - $28/hr

1+ years exp

Hired by Matrix, Inc is a global financial institution looking for an Estate Operations Analyst. The role involves managing the settlement of client accounts, reviewing legal documentation, and ensuring compliance with operating procedures while maintaining a professional approach in sensitive situations.

Human ResourcesMarketingStaffing Agency

Growth Opportunities

Responsibilities

Plays a key role in ensuring the accurate and timely settlement of client accounts following the passing of client

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

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

Qualification

Financial services experienceMS Office proficiencyBrokerage experienceProcess transformation experienceAlteryx experienceAnalytical thinkingClient-driven focusWritten communicationVerbal communicationOrganizational skillsAttention to detailAdaptability

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)

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

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

Preferred

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