Finance - Account Opening and Maintenance Analyst

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.

Skills:

- 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

Education:

Bachelor's Degree Preferred - Concentration in Finance or Business

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 Finance or Business