Finance - Entry Level - Asset & Wealth Management - Account Opening Maintenance Analyst - Cohoes

Only for registered members Cohoes, United States

4 days ago

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Job summary

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.
  • 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

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