New role in Cohoes NY. Major financial institution located in Cohoes NY has multiple great contract opportunities. Below you will find 3 jobs. For immediate consideration, please email me an updated resume in a WORD Document to: [email protected]

Position #1 - 33703702- AWM - Charitable Services - Operations - Analyst

Name: AWM - Charitable Services - Operations - Analyst

Department: WP Ops Charitable Svcs Group Job Category: Operations Job Title: AWM - Charitable Services - Operations – Analyst

Duties: 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.

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.

Skills: QUALIFICATIONS/REQUIREMENTS

• 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

Education: Bachelor's Degree Required

Cohoes, NY

Hours Per Week: 40.00

Hours Per Day: 8.00

Interview Notes:

Financials:

Pay Rate $21.63 per hour

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Position #2 – 33695404

Asset & Wealth Management - Onboarding & Contracts - Analyst

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.

· 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 required;

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Position #3 – 33350604- Asset & Wealth Management - AYCO - Annuities - Operations - Analyst

Req#: 33350604

Name: Asset & Wealth Management - Annuities - Operations - Analyst

Department: WP Ops Insurance Services

Job Category: Operations

Job Title: Asset & Wealth Management - Annuities - Operations – Analyst

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.

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 required;

Location: Cohoes, NY

Hours Per Week: 40.00

Hours Per Day: 8.00

Pay Rate $21.63 per hour