Annuities - Operations Analyst; Entry level

Position #1 – AWM – Charitable Services – Operations Analyst

Location: Cohoes, NY

Hours: 40.00 per week, 8.00 per day

Pay Rate: $21.63 per hour

• 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 to 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 elevate 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 MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow‑through
• Strong ability to manage multiple projects with competing deadlines
• Proven analytical skills and problem‑solving ability
• Team player with a positive attitude and strong work ethic
• Ability to work collaboratively with all levels of the organization
• Flexible and able to work well under pressure in a team environment
• Strong communication skills (written and verbal)
• Great active listening skills, exceptional interpersonal and rapport building skills
• Ability to work in a fast‑paced environment

Education: Bachelor’s Degree Required

Location: Cohoes, NY

Hours: 40.00 per week, 8.00 per day

Pay Rate: $21.63 per hour

• 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.
• Work across multiple systems and platforms.
• Interface with teams and businesses to 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 elevate 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 (Word, Windows, PowerPoint, 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 required

Location: Cohoes, NY

Hours: 40.00 per week, 8.00 per day

Pay Rate: $21.63 per hour

• 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 to 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 elevate 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 (Word, Windows, PowerPoint, 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 required