Technical Business Analyst Level I

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Job Summary

The Estate Operations Analyst is responsible for supporting the Brokerage Business with a strong focus on Brokerage Operations, specifically within estate distributions. This role requires problem-solving skills, attention to detail, and an understanding of the financial services industry. The Estate Operations Analyst will work closely with the Retirements team, providing hands-on support and analysis to ensure smooth estate distribution processes.
Responsibilities

  • Problem Resolution & Data Analysis:
    • Perform various levels of problem resolution and data analysis for estate operations.
    • Review and validate probate and beneficiary asset distribution documentation in a timely manner.
    • Analyze error trends to identify root causes and provide objective assessments.
    • Resolve estate-related issues and document the resolution process.
  • Data Integrity & Reporting:
    • Ensure the accuracy and integrity of data displayed on client-facing platforms.
    • Assist management by developing metrics to monitor estate inquiry resolutions.
    • Produce accurate and actionable status reports.
  • Quality Assurance:
    • Adhere to established quality assurance protocols and procedures for estate processes.
    • Support strategic plans that enhance productivity by driving process efficiencies and automation.
Requirements
  • Experience:
    • 1+ years of experience in the financial services industry, ideally with exposure to brokerage, retirement, estate, or beneficiary services.
    • Internship or relevant experience may also be considered.
  • Technical Skills:
    • Proficiency in MS Office, especially Excel, Word, and PowerPoint.
  • Additional Skills:
    • Analytical mindset with excellent written and verbal communication skills.
    • Detail-oriented with strong organizational abilities.
    • Ability to handle multiple projects, prioritize tasks, and meet deadlines.
    • Adaptability to dynamic work environments and changing priorities.
    • Demonstrated ownership, urgency in resolving inquiries, and effectiveness in a fast-paced, client-driven environment.
    • High attention to detail and a proactive, inquiring mindset.
Education: Bachelors Degree

Read the full job description and apply online on the recuiter's web-site

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