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 current 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 (adaptable/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 Microso

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