Job Summary:The Technical Business Analyst will play a key role in supporting estate operations by performing data analysis, problem resolution, and ensuring the integrity of estate-related documentation.
The ideal candidate will have a foundational understanding of the financial services industry, with an emphasis on estate distributions.
This role requires strong communication, analytical, and teamwork skills to support the Retirements group effectively.
Key Responsibilities:- Conduct various levels of problem resolution and data analysis related to estate operations.
- Review and validate documentation for probate and beneficiary asset distributions in a timely manner.
- Analyze error trends, identify root causes, and provide actionable insights.
- Resolve estate-related issues and document the resolution process clearly.
- Ensure the integrity of client-facing data displays.
- Assist management with developing metrics to track the progress and completion of estate inquiry resolution.
- Produce accurate, relevant, and actionable status reports.
- Follow established procedures and quality assurance protocols for estate processes.
- Support strategic initiatives aimed at increasing productivity through process efficiencies and automation.
Required Qualifications:- Basic internship experience or up to 1 year of experience in the financial services industry.
- Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
- Strong written and verbal communication skills.
- Analytical thinker with excellent attention to detail and strong organizational skills.
- Ability to manage multiple projects, prioritize tasks, and meet multiple deadlines.
- Demonstrated ability to work in a fast-paced, client-driven environment.
- A proactive approach with a sense of ownership and urgency in resolving inquiries and issues.
Preferred Qualifications:- Experience in brokerage, retirement, estate, or beneficiary services.
- Proven ability to adapt to dynamic work environments and shifting priorities.
- Strong teamwork and collaboration skills.