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AWM - Operations - Ayco Ops Onboarding and Contracts - Analyst

AWM - Operations - Ayco Ops Onboarding and Contracts - Analyst

Spectraforce TechnologiesCohoes, NY, United States
1 day ago
Job type
  • Full-time
Job description

Title : AWM - Operations - Ayco Ops Onboarding and Contracts - Analyst

Duration : 6 Months

Location : Cohoes, NY, 12047

Job Summary :

  • Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counseling services to clients.
  • In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation.
  • Ayco is committed to building a culturally diverse environment, and is proud to be an equal opportunity employer.

Essential Duties and Responsibilities :

  • 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 to 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.

    • Qualifications / Requirements :

  • Bachelor's degree.
  • Working knowledge of MS Office (Excel, PowerPoint, Word, Outlook).
  • Highly organized with exceptional attention to detail and follow-through.
  • Strong ability to manage multiple projects with competing deadlines.
  • Proven analytical skills and problem solving ability.
  • Team player with positive attitude and strong work ethic.
  • Ability to work collaboratively with all levels of the organization.
  • Flexible and able to work well under pressure in a team environment.
  • Strong communication skills (written and verbal).
  • Great active listening skills.
  • Exceptional interpersonal and rapport building skills.
  • Ability to work in a fast-paced environment.
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