Found Description
About the Company
The Probate Analyst supports end-to-end U. S. probate operations including probate document review, claimant onboarding, inventory management, reporting, client coordination, and local counsel follow-up. The role requires strong analytical capability, operational discipline, and reporting expertise using Advanced Excel, SQL, and Power BI.
About the Role
The Probate Analyst supports end-to-end U. S. probate operations including probate document review, claimant onboarding, inventory management, reporting, client coordination, and local counsel follow-up. The role requires strong analytical capability, operational discipline, and reporting expertise using Advanced Excel, SQL, and Power BI.
Responsibilities
Review and validate probate-related documents including Death Certificates, Letters of Administration, Affidavits, Court Orders, Heirship documents, and Trust/Estate records.
Identify deficiencies, missing documentation, and coordinate follow-ups for...
The Probate Analyst supports end-to-end U. S. probate operations including probate document review, claimant onboarding, inventory management, reporting, client coordination, and local counsel follow-up. The role requires strong analytical capability, operational discipline, and reporting expertise using Advanced Excel, SQL, and Power BI.
About the Role
The Probate Analyst supports end-to-end U. S. probate operations including probate document review, claimant onboarding, inventory management, reporting, client coordination, and local counsel follow-up. The role requires strong analytical capability, operational discipline, and reporting expertise using Advanced Excel, SQL, and Power BI.
Responsibilities
Review and validate probate-related documents including Death Certificates, Letters of Administration, Affidavits, Court Orders, Heirship documents, and Trust/Estate records.
Identify deficiencies, missing documentation, and coordinate follow-ups for...
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