AWM - Operations - Ayco Charitable Services Group - Analyst

Spectraforce Technologies
United States, New York, Cohoes
Sep 03, 2025
Title: AWM - Operations - Ayco Charitable Services Group - Analyst Duration: 6 months Location: Cohoes, NY Job Summary: Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counselling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. Ayco is committed to building a culturally diverse environment and is proud to be an equal opportunity employer. Essential Duties And 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 to resolve ongoing 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. Qualifications/Requirements: Working knowledge of MS Office (Excel, PowerPoint, Word, Outlook). Highly organized with exceptional attention to detail and follow-through. Strong ability to manage multiple projects with competing deadlines. Proven analytical skills and problem-solving ability. Team player with positive attitude and strong work ethic. Skills: Flexible and able to work well under pressure in a team environment. Ability to work collaboratively with all levels of the organization. Strong communication skills (written and verbal). Great active listening skills. Exceptional interpersonal and rapport-building skills. Ability to work in a fast-paced environment. Must-Have: Bachelor's degree required.