Demo

Asset & Wealth Management - AYCO - Onboarding & Contracts - Analyst

eTeam
Cohoes, NY Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

Job Title : Asset & Wealth Management - AYCO - Onboarding & Contracts - Analyst

Job Location : 100 Coliseum Drive, Cohoes, NY 10247

Job Duration : 1 Year possible extension

Job Duties : Essential Duties And Responsibilities

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 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

Skills : 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 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
  • Keywords : Education :

  • Bachelor's degree required; concentration in Business, Finance, or Accounting preferred
  • If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Asset & Wealth Management - AYCO - Onboarding & Contracts - Analyst?

    Sign up to receive alerts about other jobs on the Asset & Wealth Management - AYCO - Onboarding & Contracts - Analyst career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $135,979 - $195,706
    Income Estimation: 
    $71,609 - $91,178
    Income Estimation: 
    $89,896 - $115,393
    Income Estimation: 
    $70,507 - $90,630
    Income Estimation: 
    $86,105 - $118,625
    Income Estimation: 
    $89,896 - $115,393
    Income Estimation: 
    $119,975 - $168,936
    Income Estimation: 
    $57,014 - $76,402
    Income Estimation: 
    $71,609 - $91,178
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at eTeam

    eTeam
    Hired Organization Address Topeka, KS Temporary
    Job details Job Title : Construction Planner Location : Topeka, KS Duration : 12 Months contract Pay Rate : $32.5 an hou...
    eTeam
    Hired Organization Address Saint Paul, MN Full Time
    Job : Software Engineering Duration : 8 Months Location : Remote Pay Rate : $97.74 / hr. W2 Job Description : TOP 6 REQU...
    eTeam
    Hired Organization Address Bernards, NJ Full Time
    Title : Media Design Manager Location : Basking Ridge, NJ (Hybrid : Mon, Tue, Wed) Duration : 12 Months Hybrid in office...
    eTeam
    Hired Organization Address Hanover, NJ Full Time
    Job Summary : The Medical Office Assistant offers clinical and medical office support to physicians and surgeons. Assist...

    Not the job you're looking for? Here are some other Asset & Wealth Management - AYCO - Onboarding & Contracts - Analyst jobs in the Cohoes, NY area that may be a better fit.

    AI Assistant is available now!

    Feel free to start your new journey!