17738-Technical | Operations Support-NJ
- Excel
- PowerPoint
- Alteryx
- VBA
- LPN
- Pension
Estate Operations Analyst
Location:Â Jersey City, NJ (Hybrid)Â
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.
For workers in the United States, PrideGlobal and it's affiliates offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors.
Equal Employment Opportunity
PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.
Fair Chance Employment
PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.
Accommodations
We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.
Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.
Only applicable for Kentucky positions: For this type of employment, state law requires a criminal record check as a condition of employment. This applies to direct care staff (Examples: RN, LPN, Nurse Aides, Therapists) referred to Kentucky nursing facilities, assisted living communities, or long-term care facilities, in accordance with KRS 216.793.
17738-Technical | Operations Support-NJ · Pride Global