Asset & Wealth Management - AYCO - Account Opening – Support

What are we looking for in our Asset & Wealth Management - AYCO - Account Opening – Support?

Russell Tobin is looking to hire an Asset & Wealth Management - AYCO - Account Opening – Support based in Cohoes, NY for our client who is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

Job title: Ayco- Account Opening - Analyst
Location: Cohoes, NY
Duration: 1year
Pay rate: $21.63/hour

Position Description:

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, concentration in Business, Finance, or Accounting preferred