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Russell Tobin · 6 hours ago

Operational Specialist

Cohoes, NY

Full-time

Onsite

New Grad, Entry Level

$21.63/hr - $21.63/hr

Russell Tobin is seeking an Analyst for the Ayco Charitable Services Group within their Asset & Wealth Management Operations Division. The role involves reviewing and processing client requests, ensuring compliance with internal policies, and collaborating with various business units to support client needs.

ConsultingHuman ResourcesLegalStaffing Agency

Hiring Manager

Bishwajeet Chatterjee

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

Qualification

Microsoft Office SuiteAnalytical skillsOrganizational skillsProblem-solvingCommunication skillsInterpersonal skillsTeam-orientedAdaptabilityActive listening