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AWM - Operations - Ayco Ops Onboarding and Contracts - Analyst at Spectraforce Technologies
Spectraforce Technologies
Cohoes, New York
Finance
Posted 1 days ago
Job Description
Title: AWM - Operations - Ayco Ops Onboarding and Contracts - Analyst
Duration: 6 Months
Location: Cohoes, NY, 12047
Job Summary:![]()
Duration: 6 Months
Location: Cohoes, NY, 12047
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.
- Ayco is committed to building a culturally diverse environment, and is proud to be an equal opportunity employer.
- 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.
- Bachelor's degree.
- 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.
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