Finance - Entry Level - Asset & Wealth Management - Account Opening Maintenance Analyst Job at Northpointe Staffing Professionals, Cohoes, NY

bkpaSlMza2NMSUJSZmhPdjgvT1paSUwxS2c9PQ==
  • Northpointe Staffing Professionals
  • Cohoes, NY

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: 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

Keywords:

Education: Bachelor's Degree Preferred - Concentration in Finance or Business

Job Tags

Flexible hours,

Similar Jobs

UPMC - Pittsburgh Medical Center

Respiratory Therapist, RRT - UPMC Memorial - Night Shift Job at UPMC - Pittsburgh Medical Center

 ...Job Description Are you aRegistered Respiratory Therapistlooking to join a dynamic working and learning environment?\n UPMC is looking to hire a full-time Registered Respiratory Therapist to join our team of Life Changers at UPMC Memorial!\n Candidates... 

MedCadre

Travel RDN - Registered Dietitian Nutritionist - $2,600 per week Job at MedCadre

 ...interviews with patients and/or families to gather dietary history and food preferences. Monitor food and drug interactions and...  ...patient care. When you join MedCadre, you become part of a broad network dedicated to advancing healthcare, improving lives, and shaping... 

Dexian

ServiceNow Developer with GRC/ IRM Job at Dexian

 ...Job Title: ServiceNow IRM Engineer (on W2) Location: New York, NY Duration: Long Term Contract The position of ServiceNow IRM Engineer will be a part of a dynamic and growing team within the GRCT organization at client. The successful candidate will be responsible... 

CliqStudios

Marketing Lead (SEO/PPC) Job at CliqStudios

 ...more exclusive features.About CliqStudios.com: CliqStudios is a leading online retailer and manufacturer of semi-custom kitchen and bath...  ...channels (website, social media, ads).Implement and manage SEO strategies, including keyword research, on-page optimization, and... 

Reed & Reed, Inc.

HR Generalist / Recruiter Job at Reed & Reed, Inc.

 ...The recruiter will collaborate with General Superintendents on a regular basis to identify current and future hiring needs, be responsible for writing job postings and advertisements, reviewing resumes and applications, setting up interviews and screening on the phone...