17738-Technical | Operations Support-NJ

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.