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| Job Category : | Business |
| Company Name: | Northpointe Staffing |
| Position Name: | Finance – Entry Level – Wealth Management Analyst |
| Location : | Cohoes, NY |
| Job Description : | Client Wealth Management Operations – Account Opening and Maintenance – AnalystDuties: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 OutlookAdvanced knowledge of Excel preferredSound judgment and outstanding attention to detailProven analytical skills and problem solving abilitySuperior written and verbal communication skillsAbility to work collaboratively with all levels of the organizationFlexible and able to work well under pressure in a team environmentSelf-motivatedExcellent time management and organizational skillsAbility to multi-taskKeywords:Education:Bachelor’s degree required; concentration in Business, Finance, or Accounting preferredJob Types: Full-time, TemporaryPay: Up to $21.00 per hourSchedule:Monday to FridayEducation:Bachelor’s (Preferred)Experience:Financial Industry or Financial Internship: 1 year (Preferred)Work Location: One location |
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