Job Summary The Estate Operations Analyst is responsible for supporting the Brokerage Business with a strong focus on Brokerage Operations, specifically within estate distributions. This role requires problem-solving skills, attention to detail, and an understanding of the financial services industry. The Estate Operations Analyst will work closely with the Retirements team, providing hands-on support and analysis to ensure smooth estate distribution processes.
Responsibilities - Problem Resolution & Data Analysis:
- Perform various levels of problem resolution and data analysis for estate operations.
- Review and validate probate and beneficiary asset distribution documentation in a timely manner.
- Analyze error trends to identify root causes and provide objective assessments.
- Resolve estate-related issues and document the resolution process.
- Data Integrity & Reporting:
- Ensure the accuracy and integrity of data displayed on client-facing platforms.
- Assist management by developing metrics to monitor estate inquiry resolutions.
- Produce accurate and actionable status reports.
- Quality Assurance:
- Adhere to established quality assurance protocols and procedures for estate processes.
- Support strategic plans that enhance productivity by driving process efficiencies and automation.
Requirements - Experience:
- 1+ years of experience in the financial services industry, ideally with exposure to brokerage, retirement, estate, or beneficiary services.
- Internship or relevant experience may also be considered.
- Technical Skills:
- Proficiency in MS Office, especially Excel, Word, and PowerPoint.
- Additional Skills:
- Analytical mindset with excellent written and verbal communication skills.
- Detail-oriented with strong organizational abilities.
- Ability to handle multiple projects, prioritize tasks, and meet deadlines.
- Adaptability to dynamic work environments and changing priorities.
- Demonstrated ownership, urgency in resolving inquiries, and effectiveness in a fast-paced, client-driven environment.
- High attention to detail and a proactive, inquiring mindset.
Education: Bachelors Degree