Asset & Wealth Management - AYCO - Account Opening - Operations - Analyst


Cohoes, New York

a month ago

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Asset & Wealth Management - AYCO - Account Opening - Operations - Analyst
Cohoes, New York

a month ago

Job Description

Job Title: Asset & Wealth Management - AYCO - Account Opening - Operations - Analyst
Duration: 12 Months
Location: Cohoes, NY
  • 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.
  • 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
  • Bachelor’s degree required; concentration in Business, Finance, or Accounting preferred

About Us: Established in 2004, SPECTRAFORCE® is one of the largest and fastest-growing diversity-owned staffing firms in the US. The growth of our company is a direct result of our global client service delivery model that is powered by our state-of-the-art A.I. proprietary talent acquisition platform, robust ISO 9001:2015/ISO 27001 certified processes, and strong and passionate client engaged teams. We have built our business by providing talent and project-based solutions, including Contingent, Permanent, and Statement of Work (SOW) services to over 140 clients in the US, Canada, Puerto Rico, Costa Rica, and India. Key industries that we service include Technology, Financial Services, Life Sciences, Healthcare, Telecom, Retail, Utilities and Transportation. SPECTRAFORCE is built on a concept of “human connection,” defined by our branding attitude of NEWJOBPHORIA®, which is the excitement of bringing joy and freedom to the work lifestyle so our people and clients can reach their highest potential. Learn more at:
Benefits: SPECTRAFORCE offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program. SPECTRAFORCE provides unpaid leave as well as paid sick leave when required by law.

Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at if you require reasonable accommodation. 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $21.63/hr.

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