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Spectraforce Technologies Inc. Asset & Wealth Management - AYCO - Onboarding & Contracts - Analyst in Cohoes, New York

Job Title: Asset & Wealth Management - AYCO - Onboarding & Contracts - Analyst
Duration: 12 Months
Duties: Cohoes, NY

Roles 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.
  • 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; concentration in Business, Finance, or Accounting preferred

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 nahr@spectraforce.com if you require reasonable accommodation.

Minimum Salary: 31200.00 Maximum Salary: 31200.00 Salary Unit: Yearly

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