What are the responsibilities and job description for the Financial Operations Analyst position at Russell Tobin?
Description:
Job Title: AWM - Operations - Ayco - Account Opening and Maintenance - Analyst
Work location: 100 Coliseum Drive, Cohoes NY
End Date: 6 months from start date
Pay rate: $25-26/hr
Job Description:
- Review and process account opening requests, building out accounts in internal systems and generating documents to send to clients
- Coordinate and process team specific tasks as requested by the business.
- 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
Benefits Info
Russell Tobin 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, auto, home insurance, pet insurance and employee discounts with preferred vendors.
Salary : $25 - $26