Northpointe Staffing Professionals ยท 3 hours ago
Finance - Estate Operations Analyst
Jersey City, NJ
Full-time
Onsite
Entry Level
1+ years expNorthpointe Staffing Professionals is seeking an Estate Operations Analyst who plays a key role in ensuring the accurate and timely settlement of client accounts following the passing of clients. The role involves reviewing estate-related legal documentation, processing distributions to beneficiaries, and collaborating with cross-functional teams to deliver a seamless client experience during sensitive times.
Staffing & Recruiting
Responsibilities
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
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
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
Company
Northpointe Staffing Professionals
Located in Hoboken NJ, Northpointe Staffing Professionals is an affiliate of Asset Staffing and is a leading provider of financial, administrative and professional support throughout New Jersey.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase