Job Title: AWM - Operations - Ayco Charitable Services Group - Analyst

Work Location:100 Coliseum Drive, Cohoes, NY

Pay Rate: $21.63 per hour

Job Summary:

The Ayco Charitable Services Group Analyst plays a key role within the firm’s Asset & Wealth Management (AWM) Operations Division, supporting the delivery of high-quality financial counseling services to clients. This position involves reviewing, processing, and ensuring the accuracy of client requests while maintaining strict adherence to internal policies, controls, and risk management standards.

Operations partners closely with various business units to support client needs, ensure data integrity, and protect the firm’s assets and reputation. Ayco fosters a culture of inclusion and is proud to be an equal opportunity employer dedicated to building a diverse workplace.

Essential Duties and Responsibilities:

Review and approve pending client requests, ensuring proper authorizations and documentation align with firm policies.
Coordinate and process team-specific operational tasks and requests from the business.
Conduct quality reviews of work completed by team members to ensure accuracy and compliance.
Utilize multiple internal systems and platforms to perform daily tasks efficiently.
Collaborate with internal teams to resolve operational issues and respond to policy-related inquiries.
Support ad hoc projects and process improvement initiatives as assigned.
Exercise sound business judgment to identify irregular or suspicious activities and escalate as appropriate.
Adhere to all company policies and procedures, including quality standards, client service, compliance, and information security.

Qualifications and Requirements:

Education: Bachelor’s Degree (Required)
Technical Skills:
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
Professional Skills:
Strong organizational and time management skills with exceptional attention to detail
Proven analytical and problem-solving capabilities
Ability to manage multiple projects and meet deadlines in a fast-paced environment
Excellent written and verbal communication skills
Strong interpersonal and relationship-building skills
Team-oriented with a positive attitude and strong work ethic
Flexible and adaptable to changing priorities under pressure
Active listening and collaboration skills across multiple levels of the organization

Applicant Privacy Disclosure

We collect personal information from applicants during the recruiting, pre-offer, and offer process.

During the recruiting, pre-offer process and offer process, we may collect the following categories of personal information:

Identifiers, such as name, address, and email address.
Professional and Employment-Related Information, such as resume, work history, education, and qualifications.
Information Voluntarily Provided by You in connection with the recruiting and pre-offer process.
Sensitive Personal Information, where legally permitted and necessary, such as Social Security number and date of birth.

Personal information is collected and used for the following business purposes: evaluating qualifications and eligibility for employment; communication regarding the recruitment and application process; verifying eligibility for employment; and complying with applicable legal, regulatory, and contractual obligations.

Personal information is collected and used only as necessary, and we are committed to data minimization, privacy, and providing equal employment opportunities. We are an international organization, and personal information may be accessed or processed by authorized personnel or service providers located outside the United States, subject to appropriate safeguards. We restrict use and access to personal information to authorized personnel and service providers with confidentiality and data security obligations. We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure.

For information about our privacy practices, please review our Privacy Policy at: https://prideglobal.com/privacy-policy

If you do not consent to the collection of such personal information, please advise us immediately in writing at datasecurity@prideglobal.com

Russell Tobin

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