Finance - Entry Level - Charitable Services Analyst

Northpointe Staffing Professionals; City of Cohoes (NY); On-site; USD 40,000 - 50,000; Part time

Job summary

A staffing agency is seeking an Entry-Level Charitable Services Analyst to support financial counseling services. The role includes reviewing client requests, coordinating tasks, and providing support on projects. Ideal candidates will have strong analytical skills, attention to detail, and the ability to work collaboratively under pressure. This temporary position is based in Cohoes, NY.

Qualifications

• Working knowledge of Microsoft products including Word, Windows, PowerPoint, and Outlook.
• Sound judgment and outstanding attention to detail.
• Proven analytical skills and problem-solving ability.
• Superior written and verbal communication skills.
• Flexible and able to work well under pressure in a team environment.

Responsibilities

• Review and approve pending client requests for authorizations.
• Coordinate and process team specific tasks.
• Perform quality reviews of team members' work.
• Interface with teams to resolve issues and answer policy questions.
• Provide support for special projects as requested.

Skills

Working knowledge of Microsoft products

Advanced knowledge of Excel

Outstanding attention to detail

Proven analytical skills

Verbal communication skills

Ability to work collaboratively

Self-motivated

Time management skills

Ability to multi-task

Job description

Finance - Entry Level - Charitable Services Analyst

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counseling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. Ayco is committed to building a culturally diverse environment, and is proud to be an equal opportunity employer.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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.

Qualifications / Requirements

• Working knowledge of 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.

Seniority level: Entry level

Employment type: Temporary

Job function: Analyst and Customer Service

Location: Albany, NY

Get notified about new Service Analyst jobs in Cohoes, NY.