Private Wealth Management Client Analyst - Cohoes, United States - Advantage xPO

Advantage xPO Cohoes, United States

3 weeks ago

Banking / Loans

Description

Advantage xPO is currently looking for a bright, energetic and friendly Client Analyst to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate would possess at least two years of administrative/operations support experience in a corporate environment.

The responsibilities of a Client Analyst working onsite at our client location are:

• Tax Assistance

• Gather charitable acknowledgment letters

• Pull tax documents from online portals (i.e. Desktop)

• Complete basis calculations (+ Interns)

• Review & summarize travel calendars

• Request Tax Checks

• Draft response to tax notices

• Forms Collection & Completion

• Prepopulate Subscription Documents

• Complete tax forms (W‐4s, IT‐2104s, IT204‐LLs, etc.)

• Complete foreign reporting forms (FBARs & FATCA)

• Prepare Consent Forms & LOAs

• Other Miscellaneous:

• Draft Letters of Authorization

• Request various checks for invoices

• Create comprehensive logs for various AMs clients (i.e. mortgage logs, tax refund logs, etc.)

• Maintain a Project Tracker to keep all teams informed of workload

• Attend team meetings and trainings when appropriate

• Draft Estate Planning document summaries, when appropriate

• Handle the processing of Client Matters and potentially begin to develop critical analysis and thinking regarding

Qualifications:

• Proficiency in Word, Excel, PowerPoint and Outlook required

• A minimum of 2-5 years of work experience in a professional corporate environment

• Strong written and verbal communication skills

• Bachelor's Degree preferred but not required

• Enjoys working in a team environment

• Polished communication skills

• Ability to multi-task and work in a fast-paced environment

• Experience in the financial services industry

• Business professional environment and attire

• Possess critical thinking skills and good judgment

• Displays personal pride in work, always striving to do his/her best

• Chooses to always operate with integrity and transparency

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