Estate Operations Analyst

Job Description

Job Description

JOB SUMMARY The Estate Operations Analyst is responsible for the accurate and timely settlement of client accounts after a client's passing. This role involves meticulously reviewing estate-related legal documentation, processing distributions to beneficiaries or estate heirs, and strictly adhering to established standard operating procedures. The ideal candidate possesses exceptional attention to detail, manages tasks with a high degree of accuracy, and collaborates effectively with cross-functional teams to ensure a seamless and sensitive client experience during a difficult time. Key Responsibilities * Evaluate estate-related and customer account documentation such as death certificates, wills, 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, including 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. Required Qualifications * Basic Internship or up to 1 year of experience in the financial sevices industry. * Proficient in MS Office, including Excel, Word, and PowerPoint. * Analytical thinking skills 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. * Demonstrates ownership and a sense of urgency in resolving inquiries and issues. * Proven effectiveness in a fast-paced, demanding, client-driven environment. * Ability to perform and deliver within tight deadlines. * Possesses a challenging and inquiring mind. * Exhibits attention to detail and tenacity. Preferred Qualifications * Brokerage, retirement, estate, and beneficiary services experience. * 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. Education: High School

Company Description

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.

We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.

Company Description

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.\r\n\r\nWe have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.