Job Details

ID #44913449
State New Jersey
City Jerseycity
Job type Contract
Salary USD Depends on Experience Depends on Experience
Source Alltech Consulting Services, Inc.
Showed 2022-08-16
Date 2022-08-15
Deadline 2022-10-14
Category Et cetera
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Estate Operations Analyst

New Jersey, Jerseycity, 07097 Jerseycity USA

Vacancy expired!

Level 1Description:The role of Estate Operations Analyst is one who maintains strong functional knowledge of all aspects of the Brokerage Business with an emphasis on Brokerage Operations. The role will be a hands-on partner with Retirements group and will be focused on Estate distributions.RESPONSIBILITIES: Perform different levels of problem resolution & data analysis for all aspects of estate operations. Review and validate documentation associated with probate and beneficiary asset distributions in a timely manner. Deliver objective analysis of error trends and opportunities, identify root cause Resolve estate issues and document the resolution process Validate data integrity is maintained in client facing displays Assist the management team in developing metrics that demonstrate the progress / completion of estate inquiry resolution Ensure that the status reports produced are accurate, relevant, complete, and actionable. Maintain quality assurance Follow established procedures and quality assurance protocol for estate processes Support strategic plans that enhance productivity through process efficiencies and automation Expected to be in office minimum of 3 days each weekNote This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of the engagement and provide proof of such vaccinations within 3 days of commencement of services.

Vacancy expired!

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