Estate Operations Analyst

Job Description

Job Description

Position Type:
Contract
Onsite

• 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
• 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 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

Responsibilities:

• 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.
• 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

Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.

Company Description

Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.