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 Micr

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