- Job Title: AWM - Operations - Ayco - Account Opening and Maintenance - Analyst
- Work location: Cohoes NY
- Pay rate: $26/hr
Job Description:
- Review and process account opening requests, building out accounts in internal systems and generating documents to send to clients
- - Coordinate and process team specific tasks as requested by the business.
- - 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 Preferred - Concentration in Finance or Business• Client service experience
- Benefits Info
- Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
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Entry Level Analyst(recent Grad needed)
Russell Tobin
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