Account Opening & Maintenance Analyst (Finance)

TL;DR

Account Opening & Maintenance Analyst (Finance): Reviewing and approving client requests and maintaining account data with an accent on compliance, policy adherence, and data accuracy. Focus on identifying suspicious activities, coordinating team tasks, and ensuring proper authorizations.

Location: Onsite required in Cohoes, NY

Salary: $26/HR

Company

A professional staffing solutions firm providing talent acquisition and workforce management.

What you will do

• Review and approve pending client requests to ensure proper authorizations and documentation meet policy requirements.
• Perform quality reviews of team members' work to ensure data accuracy and compliance.
• Coordinate team-specific tasks and interface with business units to resolve ongoing issues.
• Apply business judgment to identify and escalate unusual or suspicious activities.
• Support special projects and adhere to information security and client service policies.

Requirements

• Must be based in or be able to work onsite in Cohoes, NY.
• Working knowledge of MS Word, Windows, PowerPoint, and Outlook.
• Strong analytical skills, problem-solving ability, and outstanding attention to detail.
• Superior written and verbal communication skills.
• Bachelor’s Degree preferred, ideally with a concentration in Finance or Business.

Nice to have

• Advanced knowledge of Excel.