Estate Processing Officer

• Job Title: Estate Processing Officer
• Duration: 12 months
• Extension: Possible based on performance and business needs
• Conversion: Possible based on performance and business needs
• Schedule: Monday–Friday, 8:00 AM–5:00 PM
• Work Arrangement: Hybrid – 4 days onsite and 1 day remote
• Work Type: 100% back-office

Role Overview

The Operations Officer provides operational and administrative support within a financial services environment. The role involves processing requests, reviewing documentation and files, completing transactions accurately, and ensuring service level and productivity targets are consistently met.

The successful candidate will have a background in retail banking or financial services, strong administrative skills, excellent attention to detail, and the ability to adapt to changing processes and priorities.

Key Responsibilities

• Provide operational and administrative support for the assigned functional area.
• Review files and documentation for completeness, accuracy, and compliance with established procedures.
• Review estate-related documentation and identify discrepancies or missing information.
• Complete assigned transactions accurately and within established service level requirements.
• Maintain high levels of productivity and accuracy while managing a high volume of work.
• Follow established policies, procedures, controls, and process guidelines.
• Identify potential risks, discrepancies, or issues and escalate them as appropriate.
• Participate in daily team touchpoints and work distribution activities.
• Support process improvements and adapt to new processes and technologies.
• Maintain accurate records and ensure all required processing and inquiries are completed within established timelines.
• Work independently while also contributing effectively within a team environment.
• Handle sensitive customer information in accordance with established procedures and confidentiality requirements.
• Provide support to internal partners and respond to inquiries within the defined area of responsibility.

Required Qualifications

• 2–4 years of banking or financial services experience, preferably within retail banking.
• Strong administrative experience with the ability to manage multiple tasks and priorities.
• Proficiency with MS 365, particularly:
• MS Word
• MS Outlook
• MS Excel
• Strong written and verbal communication skills.
• Excellent organizational and time-management skills.
• Strong attention to detail and accuracy.
• Ability to work effectively with strict deadlines and high volumes of work.
• Ability to adapt to changing policies, procedures, and business processes.
• Strong customer service mindset.
• Ability to work independently and as part of a team.
• Post-secondary education or equivalent experience.

Nice-to-Have Qualifications

• Experience reviewing estate documentation.
• Experience reviewing legal or financial documents.
• Familiarity with retail banking products, policies, and procedures.
• Experience working in a highly regulated financial services environment.
• Knowledge of operational controls, audit requirements, and risk procedures.

About Dexian: Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.