Entry Level Operations specialist (Recent Grads can apply)

Job Title : AWM - Operations - Ayco Charitable Services Group - Analyst

Work Location : 100 Coliseum Drive, Cohoes, NY

Pay Rate : $21.63 per hour

Job Summary :

The Ayco Charitable Services Group Analyst plays a key role within the firm’s Asset & Wealth Management (AWM) Operations Division , supporting the delivery of high-quality financial counseling services to clients. This position involves reviewing, processing, and ensuring the accuracy of client requests while maintaining strict adherence to internal policies, controls, and risk management standards.

Operations partners closely with various business units to support client needs, ensure data integrity, and protect the firm’s assets and reputation. Ayco fosters a culture of inclusion and is proud to be an equal opportunity employer dedicated to building a diverse workplace.

Essential Duties and Responsibilities :

• Review and approve pending client requests, ensuring proper authorizations and documentation align with firm policies.
• Coordinate and process team-specific operational tasks and requests from the business.
• Conduct quality reviews of work completed by team members to ensure accuracy and compliance.
• Utilize multiple internal systems and platforms to perform daily tasks efficiently.
• Collaborate with internal teams to resolve operational issues and respond to policy-related inquiries.
• Support ad hoc projects and process improvement initiatives as assigned.
• Exercise sound business judgment to identify irregular or suspicious activities and escalate as appropriate.
• Adhere to all company policies and procedures, including quality standards, client service, compliance, and information security.

Qualifications and Requirements :