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