Automation, Brokerage, Communication Skills, Customer Support/Service, Detail Oriented, Disbursements, Documentation, Employee Assistance Plan, Financial Services, Insurance, Legal, Legal Support Skills, Maintain Compliance, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Visual Basic for Applications (VBA), Microsoft Word, Multitasking, Onboarding, Operational Audit, Operational Improvement, Operational Strategy, Operational Support, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Procedure Development, Process Improvement, Property Insurance, Quality Metrics, Regulatory Compliance, Regulatory Requirements, Standard Operating Procedures (SOP), Team Player, Time Management, Writing Skills
Estate Operations Analyst
Location: Jersey City, NJ (Hybrid)
Pay Rate: $28.15/hour
Contract: 1-Year Contract
Overview
The Estate Operations Analyst plays a key role in ensuring the accurate and timely settlement of client accounts following a client’s passing. This position involves reviewing estate documentation, processing distributions to beneficiaries or heirs, and adhering to established procedures. The ideal candidate is detail-oriented, highly accurate, and able to collaborate effectively across teams while maintaining a compassionate approach during sensitive situations.
Key Responsibilities
- Review estate and account documentation, including death certificates, wills, Letters Testamentary, and court-issued documents to ensure proper asset transfer
- Execute timely and accurate disbursement of funds to beneficiaries, heirs, or estates in accordance with legal and internal guidelines
- Ensure compliance with standard operating procedures (SOPs), regulatory requirements, and internal quality standards
- Maintain a high level of accuracy and attention to detail to minimize errors and rework
- Complete daily reporting to support tracking, transparency, and timely processing of estate cases
- Collaborate with internal teams including Service Partners, Client Onboarding Operations, Retirement Operations, and Gains & Losses teams
- Handle sensitive client matters with professionalism, empathy, and discretion
- Support process improvement initiatives, including automation and efficiency enhancements
Basic Qualifications
- Internship or up to 1 year of experience in financial services
- Proficiency in Microsoft Office (Excel, Word, PowerPoint)
- Strong analytical, written, and verbal communication skills
- Excellent organizational skills and attention to detail
- Ability to manage multiple priorities and meet deadlines
- Adaptability in a fast-paced, dynamic work environment
- Strong sense of ownership, urgency, and problem-solving ability
Preferred Qualifications
- Experience in brokerage, retirement, estate, or beneficiary services
- Experience with process improvement or operational efficiency initiatives
- Familiarity with tools such as Alteryx, Excel (macros/VBA), or similar automation platforms
Compensation & Benefits
Through Pride Global, eligible employees may receive:
- Medical, dental, and vision coverage
- Supplemental insurance (accident, critical illness, hospital indemnity)
- 401(k) retirement savings plan
- Life and disability insurance
- Employee Assistance Program (EAP)
- Legal support services
- Auto, home, and pet insurance options
- Employee discounts through preferred vendors
Equal Employment Opportunity
Pride Global and its affiliates are equal opportunity employers and do not discriminate based on any protected characteristic under applicable federal, state, or local laws.
Fair Chance Employment
Qualified applicants, including those with criminal histories, will be considered in accordance with applicable Fair Chance laws and ordinances.
Accommodations
Reasonable accommodations are available for applicants and employees with disabilities. Please reach out if accommodation is needed during the hiring process or for job performance.
Additional Information (San Francisco Candidates Only)
In compliance with the San Francisco Lactation in the Workplace Ordinance, lactation accommodation rights will be provided upon hire or upon request.
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Pride Global
Pride Global is a minority-owned integrated human capital solutions firm headquartered in New York with operating companies throughout the United States, Canada, India and Brazil. Pride Global companies focus on a diverse array of services including vendor management, payroll programs, business process optimization, and staffing for both direct hire and contingent labor.