Finance - Entry Level - Annuities Operations Analyst at Northpointe Staffing Professionals in Cohoes, New York

Posted in Other about 4 hours ago.

Type: full-time





Job Description:

  • 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.
  • 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

Bachelor's Degree Preferred; Concentration in Business, Finance, Accounting
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