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Volt is immediately hiring for Estate Operations Analyst in Jersey City, NJ.

As an Estate Operations Analyst you will

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. The ideal candidate demonstrates strong attention to detail, can manage tasks with a high level of accuracy, and is effective at collaborating with cross-functional teams to deliver a seamless client experience, during a sensitive time.
Key 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
Requirements:
-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)
-Preferred Brokerage, retirement, estate and beneficiary services experience desirable.
-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 Skills:
-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

This is a Contract Opportunity

Pay Rate: $25.00-$28.35 per hour based on skill level

*Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.

Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible.

Benefits: Volt offers benefits (based on eligibility) that include the following: health, dental, vision, term life, short term disability, AD&D, 401(k), Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).

Volt is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Volt is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please email hr_dept@volt.com or call (866) -898-0005. Please indicate the specifics of the assistance needed.

Volt does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b.  The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.

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