Job Description

Job Title: AWM - Operations - Ayco Charitable Services Group - Analyst

Work Location: 100 Coliseum Drive, Cohoes, NY

Pay Rate: $21.63 per hour

Job Summary:

The Ayco Charitable Services Group Analyst plays a key role within the firms Asset & Wealth Management (AWM) Operations Division , supporting the delivery of high-quality financial counseling services to clients. This position involves reviewing, processing, and ensuring the accuracy of client requests while maintaining strict adherence to internal policies, controls, and risk management standards.

Operations partners closely with various business units to support client needs, ensure data integrity, and protect the firms assets and reputation. Ayco fosters a culture of inclusion and is proud to be an equal opportunity employer dedicated to building a diverse workplace.

Essential Duties and Responsibilities:

• Review and approve pending client requests, ensuring proper authorizations and documentation align with firm policies.
• Coordinate and process team-specific operational tasks and requests from the business.
• Conduct quality reviews of work completed by team members to ensure accuracy and compliance.
• Utilize multiple internal systems and platforms to perform daily tasks efficiently.
• Collaborate with internal teams to resolve operational issues and respond to policy-related inquiries.
• Support ad hoc projects and process improvement initiatives as assigned.
• Exercise sound business judgment to identify irregular or suspicious activities and escalate as appropriate.
• Adhere to all company policies and procedures, including quality standards, client service, compliance, and information security.

Qualifications and Requirements:

• Education: Bachelors Degree (Required)
• Technical Skills:
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
• Professional Skills:
• Strong organizational and time management skills with exceptional attention to detail
• Proven analytical and problem-solving capabilities
• Ability to manage multiple projects and meet deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Strong interpersonal and relationship-building skills
• Team-oriented with a positive attitude and strong work ethic
• Flexible and adaptable to changing priorities under pressure
• Active listening and collaboration skills across multiple levels of the organization

Job Tags

Similar Jobs