What are the responsibilities and job description for the Finance - Entry Level - Asset & Wealth Management - Account Opening Maintenance Analyst position at Northpointe Staffing Professionals?
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 : 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
Keywords :
Education : Bachelor's Degree Preferred - Concentration in Finance or Business
