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Hiring of Operations Support with banking client in Jersey City, NJ

EteamJersey City, NJMay 21st, 2026
Job Title: Operations SupportLocation: Jersey City, NJEmployment Type: ContractDuration: 12 monthsDescription- Estate Operations AnalystThe 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 automationRequirements:-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 tenacityPreferred 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 improvementET_PB01