Title: AWM - Operations - Ayco Charitable Services Group - Analyst
Duration: 6 months
Location:  Cohoes, NY

Job Summary:

• Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counselling 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 ongoing 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:

• 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.

Skills:

• Flexible and able to work well under pressure in a team environment.
• Ability to work collaboratively with all levels of the organization.
• Strong communication skills (written and verbal).
• Great active listening skills.
• Exceptional interpersonal and rapport-building skills.
• Ability to work in a fast-paced environment.

Must-Have:

• Bachelor's degree required.

 
 
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.