Estate Operations Analyst (Max $28/hr W2)

Job description

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: -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 Requirements: -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, prior...