Probate Analyst

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 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).

Qualifications

• Bachelors degree in any stream (preferably- commerce background).
• Proven 3+ years of experience in MNC with exposure to client interactions and document processing.

Required Skills

• Preferred understanding of legal and legal documentation review.
• Good knowledge of inventory management and workflow coordination.
• 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.
• 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.
• Strong verbal and written business communication skills with the ability to engage independently with U.S.-based stakeholders.
• 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.