Lenmar Consulting Inc · 3 hours ago
Estate Operations Analyst (Max $28/hr W2)
Jersey City, NJ
Contract
Onsite
New Grad, Entry Level
$28/hr - $28/hr
1+ years expLenmar Consulting Inc is seeking an Estate Operations Analyst to ensure 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 & Services
Responsibilities
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
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
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
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.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase