What are the responsibilities and job description for the Technical Business Analyst I position at JobRialto?
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 :
Preferred Qualifications :
