Asset & Wealth Management - AYCO - Annuities - Operations - Analyst

$44,990 - $44,990/Yr

Spectraforce Technologies - Cohoes, NY

Full-time - Entry Level

Cohoes, NY

Administrative and Support Services

About the position

The Asset & Wealth Management - AYCO - Annuities - Operations - Analyst position at SPECTRAFORCE involves a variety of responsibilities centered around client requests and operational support within the annuities sector. The analyst will be tasked with reviewing and approving pending client requests, ensuring that all necessary authorizations and supporting documentation are in place and compliant with company policies. This role requires a keen attention to detail and the ability to apply sound judgment in assessing requests and identifying any unusual or suspicious activities that may arise during the review process. In addition to processing client requests, the analyst will coordinate and manage team-specific tasks as directed by the business. This includes performing quality reviews of completed work by team members to ensure data accuracy and adherence to established standards. The analyst will also be expected to interface with various teams and business units to resolve ongoing issues and provide answers to specific policy questions, demonstrating strong communication skills and the ability to work collaboratively across different levels of the organization. The role may also involve supporting special projects as requested, requiring flexibility and the ability to work well under pressure. The analyst must understand and adhere to all relevant policies and procedures, including those related to quality, client service, information security, and compliance. A strong foundation in analytical skills and problem-solving abilities is essential for success in this position, as is the capacity to manage multiple tasks effectively and efficiently.

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.
• Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.

Requirements

• Bachelor's Degree Preferred; Concentration in Business, Finance, Accounting
• 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

Benefits

• ACA compliant health benefits
• Dental insurance
• Vision insurance
• Accident insurance
• Critical illness insurance
• Voluntary life insurance
• Hospital indemnity insurance
• Commuter benefits
• 401K plan with matching
• Referral bonus program
• Paid sick leave when required by law
• Unpaid leave