Northpointe Staffing Professionals · 12 hours ago
Finance - Entry Level - Asset and Wealth Management Operations Analyst
Cohoes, NY
Full-time
Onsite
New Grad, Entry LevelNorthpointe Staffing Professionals is seeking an individual for the Asset and Wealth Management Operations Analyst role. This position involves working within Operations to provide financial counseling services, risk management, and controls to enhance the firm's assets and reputation.
Staffing & Recruiting
Responsibilities
Prepare and review new applications as requested by the business
Work with third party insurance carriers to ensure proper implementation
Coordinate and process team specific tasks
Perform quality reviews of other team members completed work and ensure data accuracy
Work across multiple systems and platforms
Interface with different teams and businesses to resolve on-going issues
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
Qualification
Required
Bachelor's degree
Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook
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 and with third parties
Flexible and able to work well under pressure in a team environment
Self-motivated
Excellent time management and organizational skills
Ability to multi-task
Preferred
Advanced knowledge of Excel
Company
Northpointe Staffing Professionals
Located in Hoboken NJ, Northpointe Staffing Professionals is an affiliate of Asset Staffing and is a leading provider of financial, administrative and professional support throughout New Jersey.
Founded in 1992
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase