Annuities Operations Analyst - Strategic Staffing Solutions

STRATEGIC STAFFING SOLUTIONS IS LOOKING FOR AN ANNUITIES OPERATIONS ANALYST TO JOIN OUR LARGEST FINANCIAL SERVICES CLIENT IN COHOES, NY!

MAXIMUM PAY RATE: $21.63/HR W2

WORK LOCATION: COHOES, NY (MUST WORK ON SITE FULL TIME, 5 DAYS/WEEK)

ARE YOU A COLLEGE GRADUATE WITH A DEGREE IN BUSINESS, FINANCE, OR ACCOUNTING - WANTING TO GET YOUR FOOT IN THE DOOR WITH ONE OF THE LARGEST, MOST WELL- RECOGNIZED GLOBAL FINANCIAL/WEALTH MANAGEMENT ORGANIZATIONS IN THE WORLD? THIS COULD BE THAT OPPORTUNITY!

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.

Desired 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 Business, Finance, Accounting