JOB 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 resolution.
- Onboard new claimants and maintain accurate claimant/case records in internal systems.
- Manage probate inventory queues, aging reports, and workflow tracking to ensure SLA adherence.
- Prepare operational MIS reports, dashboards, productivity trackers, and deficiency reports.
- Develop and maintain reports using Advanced Excel, SQL queries, and Power BI dashboards.
- Coordinate with clients, internal stakeholders, and U.S.-based local counsel for status updates and issue resolution.
- Support process improvement initiatives, SOP maintenance, governance controls, and reporting automation activities.
- Participate in cross-training and business continuity support activities.
- Escalate legal interpretation questions and claimant-specific legal concerns to U.S.-based management or counsel in accordance with operational protocols.
- India-based, supporting U.S. business hours (flexible/overlap shift required).
KNOWLEDGE AND SKILLS:
Education & Experience:
- Bachelor’s degree in any stream (preferably- commerce background).
- Proven 3+ years of experience in MNC with exposure to client interactions and document processing.
- Preferred understanding of legal and legal documentation review.
- Good knowledge of inventory management and workflow coordination
Technical Skills:
Required:
- Advanced Excel: Pivot Tables, XLOOKUP/VLOOKUP, Power Query, Dashboards, Data Reconciliation, Macros
- SQL: Basic to intermediate querying, joins, and data extraction.
- Power BI: Dashboard creation, KPI reporting, and data visualization.
Preferred:
- Understanding of U.S. probate operations, legal documentation review, deficiency identification, and workflow coordination
- Hands-on experience on Microsoft Copilot or Any AI tools
- Hands-on experience with advanced Jira functions and Rovo agents.
Interpersonal & Professional Skills:
- Strong verbal and written business communication skills with the ability to engage independently with U.S.-basedstakeholders.
- Demonstrates reliability, process alignment, and disciplined coordination across service lines and time zones.
- Proficient in managing high-volume tasks and multiple priorities while consistently meeting strict deadlines.
- Ability to identify workflow gaps and propose structured, solution-oriented improvements.
- Self-driven, with strong ownership of workstreams and readiness for higher responsibilities.
- Quickly adapts to new tools, processes, and service-line requirements to maintain operational continuity.
- Have excellent customer service, interpersonal, listening, and critical thinking skills. Maintain accurate workflow notes, status updates, and audit-ready documentation in accordance with SOPs and governance standards
- Maintain accurate workflow notes, status updates, and audit-ready documentation in accordance with SOPs and governance standards
