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.
* Positive 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

📌 Probate Analyst (India)
🏢 Archer Transnational Systems
📍 India