Finance - Asset & Wealth Management - Account Opening and Maintenance Analyst
hace 5 días
Cohoes
Job 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, • Excellent time management and organizational skills, • Ability to multi-task Education: Bachelor's Degree Preferred - Concentration in Finance or Business