- Job Title: AWM - Operations - Ayco - Account Opening and Maintenance - Analyst
- Work location: Cohoes NY
- End Date: 6 months from start date
Job Description:
- - 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.
Skills:
- - 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
Education:
Bachelor's Degree - Concentration in Finance or Business
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