CW Analyst_USA_USD

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. Financial Counseling (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of to meet the evolving needs of their employees.

Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood, and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs, and high net worth individuals.

We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

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  Prepare and review new applications as requested by the business

  
  
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  Work with third party insurance carriers to ensure proper implementation

  
  
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  Coordinate and process team specific tasks

  
  
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  Perform quality reviews of other team members' completed work and ensure data accuracy

  
  
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  Work across multiple systems and platforms

  
  
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  Interface with different teams and businesses to resolve ongoing issues

  
  
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  Provide support and work on special projects as requested

  
  
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  Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate

  
  
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  Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance

  
  

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  Bachelor's degree

  
  
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  Working knowledge of Microsoft products including Word, Windows, PowerPoint, and Outlook

  
  
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  Advanced knowledge of Excel preferred

  
  
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  Sound judgment and outstanding attention to detail

  
  
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  Proven analytical skills and problem solving ability

  
  

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  Superior written and verbal communication skills

  
  
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  Ability to work collaboratively with all levels of the organization and with third parties

  
  
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  Flexible and able to work well under pressure in a team environment

  
  
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  Self-motivated

  
  
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  Excellent time management and organizational skills

  
  
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  Ability to multi-task