eTeam ยท 2 hours ago
Estate Operations Analyst
Jersey City, NJ
Contract
Onsite
Entry Level
$27/hr - $28/hr
1+ years expeTeam is seeking an Estate Operations Analyst who plays a key role in ensuring the accurate and timely settlement of client accounts following the passing of clients. This role involves reviewing estate-related legal documentation and processing distributions to beneficiaries or estate heirs while adhering to standard operating procedures.
Information Technology
Responsibilities
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
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 which include 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
Qualification
Required
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)
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
Preferred Brokerage, retirement, estate and beneficiary services experience desirable
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
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Chief Customer Officer
Recent News
2025-11-19
2025-08-21
Company data provided by crunchbase