Operations Assistant

Job Description (JD)

AWM - Operations - Ayco - Account Opening and Maintenance - Analyst

Location: Cohoes, NY

Duration: 6 Months Contract

Pay Rate: $26/hr

Position Summary:

We are seeking a detail-oriented and analytical professional for the role of Account Opening and Maintenance Analyst within Ayco Operations. This role is responsible for reviewing client account requests, ensuring compliance with internal policies, maintaining data accuracy, and supporting day-to-day operational activities. The ideal candidate will have strong organizational skills, excellent communication abilities, and experience working across multiple systems in a fast-paced environment.

Key Responsibilities

• Review and approve pending client requests to ensure all required authorizations and supporting documents are complete and compliant with policy requirements.
• Process account opening, maintenance, and related operational requests accurately and efficiently.
• Perform quality checks and reviews of completed work to ensure high levels of accuracy.
• Work across multiple internal systems and platforms to complete tasks.
• Collaborate with internal teams and business partners to resolve ongoing issues and answer policy-related questions.
• Support operational improvement initiatives and participate in special projects as needed.
• Identify unusual or suspicious activity, exercise sound judgment, and escalate concerns appropriately.
• Ensure adherence to all company policies and procedures, including quality standards, client service, information security, and compliance requirements.

Required Skills & Qualifications

• Bachelors Degree preferred (Finance, Business, or related field).
• Strong working knowledge of Microsoft Office Suite (Word, Outlook, PowerPoint, Windows).
• Advanced Microsoft Excel skills preferred.
• Excellent attention to detail and accuracy.
• Strong analytical thinking and problem-solving abilities.
• Effective written and verbal communication skills.
• Ability to collaborate with all levels of the organization.
• Strong time management and organizational skills.
• Ability to multitask and prioritize workload effectively.
• Self-motivated, adaptable, and able to perform well under pressure in a team environment.

Education:

• Bachelors Degree required/preferred.
• Preferred concentration in Finance, Business, or related field.

Let me know if you have any questions.

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:

1. Identifiers, such as name, address, and email address.
2. Professional and Employment-Related Information, such as resume, work history, education, and qualifications.
3. Information Voluntarily Provided by You in connection with the recruiting and pre-offer process.
4. 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:

If you do not consent to the collection of such personal information, please advise us immediately in writing at View email address on click.appcast.io