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Financial Services Analyst

2 months ago

Cohoes, New York, United States Strategic Staffing Solutions Full time
Job Summary

Strategic Staffing Solutions is seeking a highly skilled Annuities Operations Analyst to join our team. As a key member of our financial services team, you will be responsible for reviewing and approving client requests, coordinating team tasks, and ensuring data accuracy.

Key Responsibilities
  • Client Request Review: Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
  • Task Coordination: Coordinate and process team-specific tasks as requested by the business.
  • Quality Reviews: Perform quality reviews of other team members' completed work and ensure data accuracy.
  • System Navigation: Work across multiple systems and platforms.
  • Issue Resolution: Interface with teams and businesses to resolve on-going issues and answer specific policy questions.
  • Special Projects: Provide support and work on special projects as requested.
  • Business Judgment: Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
Requirements
  • Technical Skills: Working knowledge of certain Microsoft products, including Word, Windows, PowerPoint, and Outlook.
  • Advanced Excel Skills: Advanced knowledge of Excel preferred.
  • Analytical and Problem-Solving Skills: Proven analytical skills and problem-solving ability.
  • Communication Skills: Superior written and verbal communication skills.
  • Collaboration and Flexibility: Ability to work collaboratively with all levels of the organization and flexible to work well under pressure in a team environment.
  • Self-Motivation and Time Management: Self-motivated with excellent time management and organizational skills.
  • Multi-Tasking: Ability to multi-task.
Education

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