Banking and Financial Services Jobs in Melrose New York

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Job Opportunity: Entry Operations Analyst

Location: Cohoes NY

Pay Rate:$20-21.63/hour

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 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 escalate 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.

Skills:

Working knowledge of certain 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

Keywords:

Education: Bachelor's Degree Preferred - Concentration in Finance or Business

Benefits Info

Russell Tobin 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.