Vertisystem (A MOURI Tech Company) ยท 3 hours ago
Estate Operations Analyst
Fremont, CA
Contract
Hybrid
Entry Level
1+ years expVertisystem is a MOURI Tech Company seeking an Estate Operations Analyst. The role involves evaluating estate-related documentation, executing disbursements of assets, and ensuring compliance with legal and internal standards while maintaining a respectful approach to client matters.
Cloud ComputingInformation TechnologyStaffing Agency
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
Vertisystem (A MOURI Tech Company)
Vertisystem, now part of Mouri Tech Company, is a leading provider of Cloud Technology and Staffing solutions.
201-500 employees
H1B Sponsorship
Vertisystem (A MOURI Tech Company) 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 (15)
2024 (11)
2023 (11)
2022 (2)
2021 (15)
2020 (12)
Funding
Current Stage
Growth StageTotal Funding
unknown2024-06-10Acquired
Leadership Team
Rakesh Sadhwani
CEO and President
Company data provided by crunchbase