LC
Estate Operations Analyst (Max $28/hr W2)
full-time•Jersey City
About this role
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.
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
Requirements:
-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
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
Additional Information
All your information will be kept confidential according to EEO guidelines.
What you'll do
- The Estate Operations Analyst is responsible for the accurate and timely settlement of client accounts after a client's passing. This includes reviewing estate-related legal documentation and processing distributions to beneficiaries or estate heirs.
About Lenmar Consulting Inc.
Established in 1998, Lenmar’s Professional Services (Contingent/SOW Staffing & Managed Services) provides highly-skilled financial services professionals (contract/contract-to-hire/permanent) and helps clients to keep or bring back challenging projects in-house by bridging the technology and domain skills gap. Our resources with extensive Banking, Financial Services & Insurance (BFSI) market, products and technical knowledge help clients innovate and expedite the process of offering product and services offerings to the market.
Lenmar’s IT consulting services help BFSI firms boost and streamline compliance, mitigate risk, and gain competitive advantage. As a strategic consulting partner, we help clients within the Financial Sector embark on a successful Digital Transformation journey by guiding them through the emergence of disruptive technologies like Artificial Intelligence (AI), the Internet of Things (IoT), the Cloud, and Blockchain.
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Frequently Asked Questions
What does a Estate Operations Analyst (Max $28/hr W2) do at Lenmar Consulting Inc.?
As a Estate Operations Analyst (Max $28/hr W2) at Lenmar Consulting Inc., you will: the Estate Operations Analyst is responsible for the accurate and timely settlement of client accounts after a client's passing. This includes reviewing estate-related legal documentation and processing distributions to beneficiaries or estate heirs..
Is the Estate Operations Analyst (Max $28/hr W2) position at Lenmar Consulting Inc. remote?
The Estate Operations Analyst (Max $28/hr W2) position at Lenmar Consulting Inc. is based in Jersey City, New Jersey, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Estate Operations Analyst (Max $28/hr W2) position at Lenmar Consulting Inc.?
You can apply for the Estate Operations Analyst (Max $28/hr W2) position at Lenmar Consulting Inc.directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.