Financial Operations Analyst – Ayco (AWM Division)

🚀 Now Hiring: Financial Operations Analyst – Ayco (AWM Division)

📍 Location: Cohoes, NY

💰 Pay Rate: $24.00 - $26.00/hr

🏢 Division: AWM – Operations

Are you detail-oriented, analytical, and ready to make an impact at the intersection of operations and financial services? Join the Ayco Charitable Services Group, part of a dynamic and mission-driven team within Asset & Wealth Management (AWM) Operations.

At Ayco, we’re dedicated to helping clients achieve financial well-being while upholding the highest standards of integrity, excellence, and collaboration.

🔍 What You’ll Do

Job Title: Operations - Ayco - Account Opening and Maintenance - Analyst

Work location: 100 Coliseum Drive, Cohoes NY

Contract: 6 months from start date with a possible extension or can become permanent based on performance

Pay rate: $26/hr

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

🌍 Why Join Ayco?

At Ayco, we believe that diversity fuels innovation and success. We’re proud to be an equal opportunity employer committed to creating an inclusive workplace that reflects the communities we serve.

📅 Position Type: Full-Time

📍 Work Location: On-site – Cohoes, NY

💵 Compensation: $24.00 - $26.00/hour

💼 Contract: 6 months, can be extended or become permanent.

If you’re ready to take the next step in your operations career and make a meaningful impact in financial services — apply today and grow with Ayco!

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PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.

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