Operations Assistant

Job Title: Operations Analyst

Work Location: Cohoes, NY :

Pay Rate: $26.00 per hour on W2

Job Summary:

The Ayco Charitable Services Group Analyst plays a key role within the firm’s Asset & Wealth Management (AWM) Operations Division, supporting the delivery of high-quality financial counseling services to clients. This position involves reviewing, processing, and ensuring the accuracy of client requests while maintaining strict adherence to internal policies, controls, and risk management standards.

Operations partners closely with various business units to support client needs, ensure data integrity, and protect the firm’s assets and reputation. Ayco fosters a culture of inclusion and is proud to be an equal opportunity employer dedicated to building a diverse workplace.

Essential Duties and Responsibilities:

• Review and approve pending client requests, ensuring proper authorizations and documentation align with firm policies.
• Coordinate and process team-specific operational tasks and requests from the business.
• Conduct quality reviews of work completed by team members to ensure accuracy and compliance.
• Utilize multiple internal systems and platforms to perform daily tasks efficiently.
• Collaborate with internal teams to resolve operational issues and respond to policy-related inquiries.
• Support ad hoc projects and process improvement initiatives as assigned.
• Exercise sound business judgment to identify irregular or suspicious activities and escalate as appropriate.
• Adhere to all company policies and procedures, including quality standards, client service, compliance, and information security.

Qualifications and Requirements:

• Education: Bachelor’s Degree (Required)
• Technical Skills:
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
• Professional Skills:
• Strong organizational and time management skills with exceptional attention to detail
• Proven analytical and problem-solving capabilities
• Ability to manage multiple projects and meet deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Strong interpersonal and relationship-building skills
• Team-oriented with a positive attitude and strong work ethic
• Flexible and adaptable to changing priorities under pressure
• Active listening and collaboration skills across multiple levels of the organization

PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.