Northpointe Staffing Professionals · 4 hours ago
Finance - Entry Level - Asset & Wealth Management - Account Opening Maintenance Analyst
Cohoes, NY
Full-time
Onsite
New Grad, Entry LevelNorthpointe Staffing Professionals is seeking an Entry Level Account Opening Maintenance Analyst. The role involves reviewing and approving client requests, coordinating team tasks, and performing quality reviews to ensure compliance with policies.
Staffing & Recruiting
Responsibilities
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
Qualification
Required
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
Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook
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
Preferred
Advanced knowledge of Excel preferred
Bachelor's Degree Preferred - Concentration in Finance or Business
Company
Northpointe Staffing Professionals
Located in Hoboken NJ, Northpointe Staffing Professionals is an affiliate of Asset Staffing and is a leading provider of financial, administrative and professional support throughout New Jersey.
Founded in 1992
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase