ApTask
Temp | Technical | Business Analyst I | Level 1(USD)
ApTask, Jersey City, New Jersey, United States, 07390
About Client:Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.
Rate Range: $18-$20.74/Hr
Job Description:
The role of Estate Operations Analyst is one who maintains strong functional knowledge of all aspects of the Brokerage Business with an emphasis on Brokerage Operations.The role will be a hands-on partner with Retirements group and will be focused on Estate distributions.Responsibilities:
Problem Resolution Data Analysis, as assigned Perform different levels of problem resolution & data analysis for all aspects of estate operations.Review and validate documentation associated with probate and beneficiary asset distributions in a timely manner.Deliver objective analysis of error trends and opportunities.identify root causeResolve estate issues and document the resolution processValidate data integrity is maintained in client facing displaysAssist the management team in developing metrics that demonstrate the progress / completion of estate inquiry resolutionEnsure that the status reports produced are accurate, relevant, complete, and actionable.Quality AssuranceFollow established procedures and quality assurance protocol for estate processesSupport 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 skillsAbility to manage multiple projects, prioritize tasks, and work against multiple deadlines and objectivesAdaptable to dynamic work environments and prioritiesDemonstrate ownership and sense of urgency in resolving inquiries and issuesProven effectiveness in fast-paced, demanding, client-driven environment.Ability to perform and deliver within tight deadlinesA challenging and inquiring mindAttention to detail and tenacityTop Skills:
Strong Microsoft office skills including Outlook, Excel, Word, PowerPoint etc.Experience in financial world like bank, brokerage or retirements (helps with understanding basics like account types, etc.)Communication skills and teamwork.
Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.
About ApTask:ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer:At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com
Rate Range: $18-$20.74/Hr
Job Description:
The role of Estate Operations Analyst is one who maintains strong functional knowledge of all aspects of the Brokerage Business with an emphasis on Brokerage Operations.The role will be a hands-on partner with Retirements group and will be focused on Estate distributions.Responsibilities:
Problem Resolution Data Analysis, as assigned Perform different levels of problem resolution & data analysis for all aspects of estate operations.Review and validate documentation associated with probate and beneficiary asset distributions in a timely manner.Deliver objective analysis of error trends and opportunities.identify root causeResolve estate issues and document the resolution processValidate data integrity is maintained in client facing displaysAssist the management team in developing metrics that demonstrate the progress / completion of estate inquiry resolutionEnsure that the status reports produced are accurate, relevant, complete, and actionable.Quality AssuranceFollow established procedures and quality assurance protocol for estate processesSupport 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 skillsAbility to manage multiple projects, prioritize tasks, and work against multiple deadlines and objectivesAdaptable to dynamic work environments and prioritiesDemonstrate ownership and sense of urgency in resolving inquiries and issuesProven effectiveness in fast-paced, demanding, client-driven environment.Ability to perform and deliver within tight deadlinesA challenging and inquiring mindAttention to detail and tenacityTop Skills:
Strong Microsoft office skills including Outlook, Excel, Word, PowerPoint etc.Experience in financial world like bank, brokerage or retirements (helps with understanding basics like account types, etc.)Communication skills and teamwork.
Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.
About ApTask:ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer:At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com