What are the responsibilities and job description for the Estate Operations Analyst (Max $28/hr W2) position at Lenmar Consulting Inc?
Company Description
Finance
Job Description
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.
Skills:
All your information will be kept confidential according to EEO guidelines.
Finance
Job Description
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.
Skills:
- 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
- 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)
- 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
All your information will be kept confidential according to EEO guidelines.
Salary : $28