Russell Tobin · 2 weeks ago
Account Operations Specialist
Cohoes, NY
Full-time
Onsite
Entry Level
$21.63/hr - $21.63/hr
1+ years expRussell Tobin is a global financial services organization offering investment banking, asset management, and market solutions to clients around the world. This role is responsible for reviewing and approving client-related requests, coordinating operational tasks, and ensuring compliance with established policies and procedures.
ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Andrew Domenech
Responsibilities
Review and approve pending client requests to ensure all required authorizations and supporting documentation are complete and compliant with policy requirements
Coordinate and process team-specific tasks as requested by the business
Conduct quality reviews of completed work from team members to ensure accuracy, consistency, and adherence to standards
Work efficiently across multiple systems and platforms to complete daily tasks
Collaborate with internal teams and business partners to resolve ongoing issues and respond to policy-related inquiries
Provide operational support and participate in special projects as assigned
Apply sound business judgment to identify unusual or suspicious activities and escalate concerns when appropriate
Maintain strict adherence to all company policies and procedures, including quality standards, client service expectations, information security, and compliance requirements
Qualification
Required
College degree in finance, accounting, or related field
1 year of finance or banking experience required
Ability to thrive in a fast-paced, team-oriented environment
Ability to adapt and learn new systems
Preferred
Entry Level or Recent Grads Preferred
Benefits
PTO
401K retirement savings
Healthcare coverage
Supplemental coverage
Comprehensive healthcare coverage (medical, dental, and vision plans)
Supplemental coverage (accident insurance, critical illness insurance and hospital indemnity)
Life & disability insurance
An employee assistance program
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Employee discounts with some preferred vendors
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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