Onboarding & Contracts - Analyst (Entry Level)

Major Investment Bank / Financial Institution located in Cohoes, NY has an immediate need for an Onboarding & Contracts Analyst.

Complete job description is below.  For immediate consideration, email me an updated resume in a Word Document (NOT a PDF) to:

fgalante@controlassociates.com

====================================================================================================

Asset & Wealth Management - Onboarding & Contracts - Analyst

Duties:             

• 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 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 required; concentration in Business, Finance, or Accounting preferred

Number of Positions 1

Location:

Location Cohoes, NY