Asset & Wealth Management - AYCO - Account Opening - Operations - Analyst
Asset & Wealth Management - AYCO - Account Opening - Operations - Analyst
SPECTRAFORCE
Cohoes, NY
See who SPECTRAFORCE has hired for this role
Job Title: Asset & Wealth Management - AYCO - Account Opening - Operations - Analyst
Duration: 12 Months
Location: Cohoes, NY
Duties
Duties:
Benefits: SPECTRAFORCE offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program. SPECTRAFORCE provides unpaid leave as well as paid sick leave when required by law.
Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at [email protected] if you require reasonable accommodation.
Duration: 12 Months
Location: Cohoes, NY
Duties
Duties:
- Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
- Coordinate and process team specific tasks as requested by the business.
- Perform quality reviews of other team members completed work and ensure data accuracy.
- Work across multiple systems and platforms.
- Interface with teams and businesses resolve on-going issues and answer specific policy questions.
- Provide support and work on special projects as requested.
- Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
- Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
- Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook
- Advanced knowledge of Excel preferred
- Sound judgment and outstanding attention to detail
- Proven analytical skills and problem solving ability
- Superior written and verbal communication skills
- Ability to work collaboratively with all levels of the organization
- Flexible and able to work well under pressure in a team environment
- Self-motivated
- Excellent time management and organizational skills
- Ability to multi-task
- Bachelor’s degree required; concentration in Business, Finance, or Accounting preferred
Benefits: SPECTRAFORCE offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program. SPECTRAFORCE provides unpaid leave as well as paid sick leave when required by law.
Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at [email protected] if you require reasonable accommodation.
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Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Staffing and Recruiting
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