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Controller - Real Estate Asset Management & Strategic Advisory Firm - Fully Remote - $160k-$180k + B
The Firm:
A privately backed Real Estate Asset Management & Strategic Advisory Firm with a diversified, multi-state commercial portfolio is expanding its finance function. The firm operates at the intersection of asset management, investment oversight, and strategic advisory, partnering closely with ownership groups, lenders, and institutional stakeholders.
Led by seasoned real estate principals with deep experience across office, retail, mixed-use, and other asset classes, the organization combines institutional discipline with an agile, high-accountability culture.
This is a remote position with a preference for candidates within commuting distance to New York City for periodic in-person collaboration.
The Role:
The Controller will serve as a key finance partner supporting portfolio performance, capital oversight, and ownership reporting across a national portfolio.
This is not a traditional property accounting role. Instead, this position bridges property-level financial review with investment-level analysis, debt oversight, and portfolio reporting. The right candidate will be comfortable operating independently, interacting with asset management and capital partners, and strengthening financial processes in a lean environment.
You will work cross-functionally with asset management, third-party property managers, lenders, and external accounting providers to ensure accurate reporting, disciplined cash management, and clear financial visibility across assets.
Responsibilities:
Portfolio & Property Financial Oversight
- Review monthly and quarterly property financial packages prepared by third-party managers
- Analyze operating statements, balance sheets, cash flow, general ledger activity, and variance reporting
- Monitor portfolio-level performance metrics and support business plan tracking
- Identify reporting inconsistencies and partner with property managers to improve accuracy and timeliness
Capital & Debt Management
- Track lender reporting requirements and debt covenant compliance
- Review debt service calculations, reserve activity, and capital expenditure funding
- Support refinancing and recapitalization initiatives, including financial analysis and data coordination
- Assist with capital planning and cash forecasting across assets
Ownership & Investment Reporting
- Support preparation of ownership-level and partnership financial reporting
- Track capital contributions, distributions, and member loan activity
- Coordinate with external auditors and tax providers to ensure timely and accurate deliverables
- Assist in preparing consolidated portfolio reporting for internal and external stakeholders
Process & Infrastructure Enhancement
- Strengthen internal reporting frameworks and financial controls
- Improve coordination between asset management, property managers, and external accounting partners
- Contribute to the development of scalable financial workflows as the platform grows
- Provide ad hoc financial analysis to support investment and asset-level decision-making
Qualifications:
- 7–10+ years of commercial real estate accounting or portfolio finance experience
- Strong understanding of property-level reporting and ownership/entity structures
- Experience working alongside asset management teams and interfacing with lenders
- Exposure to debt compliance, refinancing, or capital planning initiatives preferred
- Comfortable operating in a lean, high-responsibility environment
- Detail-oriented, analytical, and proactive
- Able to work independently while collaborating cross-functionally
- NYC-based or within commuting distance for periodic meetings preferred
Base Salary: $160k- $180k plus bonus
The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.
Please send your resume for immediate consideration to:
If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated!
Advice Personnel
*Celebrating over 40 years as one of the premier search/staffing firms serving the New York metropolitan area*
Remote working/work at home options are available for this role.
POSITION PURPOSE
Assists Clinical Engineering Manager in planning, developing, and implementing the medical equipment management program utilizing an equipment life cycle approach. Coordinates planned and corrective maintenance of diagnostic and therapeutic medical equipment used throughout the hospital. Ensures continuous improvement in quality, operational cost effectiveness, customer satisfaction and resource utilization. Supports and fosters team building within the local and corporate clinical engineering team. As needed, provides Planned Maintenance (PM) safety testing, repairs, calibration, installation, routine and emergency service, to general and various specialized diagnostic, therapeutic, and support medical equipment, such as anesthesia machines, sterilizers, ventilators, ultrasound, laser, laboratory, etc., as assigned by the Clinical Engineering (CE) Manager.
ESSENTIAL FUNCTIONS
1. Knows, understands, incorporates and demonstrates the mission, vision and core values of Trinity Health and the Ministry Organization in leadership behaviors, practices and decisions.
2. Maintains a working knowledge of applicable federal, state and local laws, regulations and industry standards. Complies with Trinity Health’s Organizational Integrity Program, Standards of Conduct, as well as other policies and procedures in order to ensure adherence in a manner that reflects ethical and professional integrity.
3. Completes corrective and planned maintenance work order documentation.
4. Analyzes and prepares reports on program effectiveness and operating cost.
5. Assists in implementing the medical equipment management program utilizing an equipment life cycle approach. Meets target objectives and standards for program timeliness and quality.
6. Promotes teamwork by keeping others informed, participating effectively in group decision making, while working to accomplish team objectives and projects, and by soliciting feedback about one's effectiveness as a team member and leader.
7. Performs PM procedures on multiple types of general and specialized clinical equipment.
8. Monitors CE Department PM completion rates during each monthly scheduled cycle and reports results to Clinical Engineering Manager.
9. Performs corrective maintenance procedures including diagnosing problems using, thermodynamic, electronic/electrical, mechanical, pneumatic, hydraulic, and/or other sciences and document results of activities performed to comply with all regulatory and standard requirements.
10. Performs PM procedures using manufactures' recommendations, standards or code requirements, as well as industry acceptable processes and guidelines.
11. Notifies equipment users and CE Manager of repair status or delays as necessary.
12. Interacts with clinical staff to understand and resolve operational problems in scheduling and completing PM procedures while minimizing interference to the hospital departments.
13. Determines need for replacement parts and supplies, selects the most cost effective source, and submits properly completed parts request using established policies and guidelines.
14. Participates in various hospital committees as assigned, such as laser safety, risk management, and safety/EOC committees as assigned by CE Manager.
15. Continually improves processes by seeking ways to eliminate and reduce waste.
16. Has authority (based on department guidelines) to order parts and supplies required for emergency service or repair of medical equipment. Recommend test equipment and spare equipment parts to the CE Manager.
17. Provide on-call service coverage after normal business hours on a rotating basis as assigned.
18. Provide assistance and training to all Bio-Medical Equipment Techs as assigned.
19. Functions as Clinical Engineering representative in the absence of the CE Manager.
20. Performs other duties as assigned or requested by CE Manager.
MINIMUM QUALIFICATIONS
1. Minimum of an Associates of Applied Sciences Degree in related field of medical electronics, electronic technology or equivalent military related training required. CBET, CLET, or CRES certification preferred.
2. Five or more years experience or equivalent performing corrective and planned maintenance on medical devices and/or clinical support equipment.
3. Must have a basic understanding of anatomy, physiology, and medical terminology.
4. Working knowledge and ability to use basic hand tools and test equipment specific to the field. Ability to train CE associates on use and application of test equipment.
5. Must have knowledge and understanding of OSHA, NFPA, The Joint Commission, EOC, FDA and other specific regulations and standards pertaining to clinical equipment service and repairs.
6. Must possess a personal presence that is characterized by a sense of honesty, integrity and caring with ability to inspire and motivate others to promote the philosophy, mission, vision, goals and values of Trinity Health, Ministry Organizations, and Clinical Engineering.
7. Ability to operate complex test equipment, analyze and interpret information provided by equipment and clinical staff to determine equipment operational condition.
8. Must have basic understanding of personal computer operation, applications and ability to input data using keyboard. Technician must be able to follow complex written instructions, perform tasks and document actions taken.
9. Strong customer service and communications skills are required to interact with hospital personnel and vendors to achieve positive outcomes.
10. Maintain up to date understanding of The Joint Commission and NFPA standards as well as state and federal regulations.
11. Ability to provide or coordinate in-service training to clinical/professional staff on medical device operations and safety functions.
PHYSICAL AND MENTAL REQUIREMENTS AND WORKING CONDITIONS
1. Must be physically able to balance, bend, climb, crawl, crouch, kneel, reach, sit, squat, stand, twist, and walk.
2. Possess ability to mentally concentrate while being subject to stress, interruptions and changing work priorities.
3. Must be able to work and follow OSHA guidelines while in a hazardous environment(s) such as electrocution potentials, mechanical energies, bloodborne/airborne pathogens, dust and inclement weather, marked changes in temperature and/or humidity, radiation, fumes/vapors, sharp instruments/tools, hazardous liquids, and operating devices.
4. Must be able to hear speech, distinguish sounds, and speak.
5. Must have near vision, far vision, depth perception, and be able to distinguish colors.
6. Must have sensory ability to distinguish hot, cold, range of temperature, surfaces, fine motor skills, manual dexterity, and detect/distinguish odors.
7. Must be able to carry or lift up to 50 pounds routinely (50% of the time) and on occasion (5% of the time) up to 100 pounds.
8. Must be able to push or pull over 100 pounds frequently (20% of the time).
9. Maintains safe working environment for self, other associates, patients, visitors, and medical staff in accordance with applicable standards and procedures relevant to job duties.
10. Must be able to adapt to frequently changing work priorities.
11. Must be able to travel to the various Trinity Health, Ministry Organizations, subsidiaries, and/or training facilities.
Compensation:
Pay Range: $36.34-54.51 per hour
Actual compensation will fall within the range but may vary based on factors such as experience, qualifications, education, location, licensure, certification requirements, and comparisons to colleagues in similar roles.
Our Commitment
Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.
Have you ever walked on Smart Cell Flooring?
Have you ever watched an Artificial Sky change throughout the day?
Our Lady of Mercy Life Center ( OLOM ), has a progressive team who embrace new ideas and technologies such as Smart Cell Flooring aimed to reduce patient falls and an Artificial Sky to aid those in our Memory Care unit. In our sub-acute unit, you can gain clinical experience to advance your nursing practice.
Come join our team at OLOM, who believe each person has the right to care that emphasizes dignity, respect, and self-worth.
Our Lady of Mercy is hiring LPNs for our Day (7a-3p) and evening shifts (3p-11p) with an every other weekend commitment!
Position Highlights:
What We Offer:
Competitive compensation and day one benefits
Tuition reimbursement
Retirement plan with employer contribution
Flexible scheduling and shift options
Supportive leadership and ongoing training
A chance to be part of a mission-driven organization that values healing and hope
Who You Are
- A caregiver with heart, patience, and a deep respect for older adults
- Someone who thrives in a team-oriented, mission driven-setting
- Ready to bring light, literally and figuratively, to those who need it most
Key Responsibilities
- Provide hands-on nursing care under RN supervision
- Assist with treatments, procedures, and resident care activities
- Collaborate with the RN and interdisciplinary team to collect data and help establish care priorities
- Contribute to the development and communication of individualized care plans
- Administer medications and monitor IV therapy per established standards
- Uphold all nursing policies, procedures, and regulatory requirements
- Offer compassionate support to residents and their families
Qualifications
Required:
- Current New York State license as a Licensed Practical Nurse (LPN)
Preferred
- 1-year experience as an LPN, preferably in a Skilled Nursing setting
Pay Range: $24.00 - $31.10
Pay is based on experience, skills, and education. Exempt positions under the Fair Labor Standards Act (FLSA) will be paid within the base salary equivalent of the stated hourly rates. The pay range may also vary within the stated range based on location.
Our Commitment
Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.
Working within assigned areas, performs on-going Planned Maintenance (PM)and Corrective Maintenance (CM) of high-level diagnostic and therapeutic imaging equipment used throughout the healthcare facility. Assists in the planning and installation of diagnostic and therapeutic imaging equipment.
ESSENTIAL FUNCTIONSKnows, understands, incorporates and demonstrates the mission, vision and core values of Trinity Health and the Ministry Organization in leadership behaviors, practices and decisions.
Meets target objectives and standards for timeliness and quality of Planned Maintenance (PM) schedules and repairs of general and specialized clinical equipment.
Responsible for maintenance, repair and servicing of specialized equipment in one or more of the following areas: CT, MRI, PAC’s, nuclear medicine, ultrasound, angiography, and radiation therapy as assigned by Clinical Engineering (CE) Manager.
Orders parts and supplies, within established departmental guidelines, that are required for the emergency service and repair of all radiological and general medical equipment.Recommend radiology related test equipment and spare equipment parts to the CE Manager.
Responsible for coordinating repairs with vendors and users when needed, this includes follow up paperwork and verification that issues are resolved.
Attends training session on imaging equipment maintenance and technology in order to keep up-to-date on technological and medical equipment advances. Conducts in-service training sessions to radiology clinical/professional staff on proper use and safety of advanced radiology equipment. Also, provides assistance and training to Biomedical Equipment Techs I, IIand Senior Biomed as assigned.
Provides on-call service coverage after normal business hours on a rotating basis, as assigned.
Maintains high level of customer satisfaction as demonstrated by customer satisfaction surveys.
Participates in teamwork by: Keeping others informed. Initiating group decision-making. Working to accomplish team objectives and projects. Seeking feedback about one’s effectiveness as a team member.
Assumes minor extra duties, including work normally assigned to Biomedical Equipment Technicians.
May be assigned duties as Lead Biomedical Equipment Technician or other duties as assigned or required.
Maintains a working knowledge of applicable Federal, State and local laws/regulations; the Trinity Health Integrity and Compliance Program and Code of Conduct; as well as other policies and procedures in order to ensure adherence in a manner that reflects honest, ethical and professional behavior.
MINIMUM QUALIFICATIONS:
Minimum of Associates of Applied Sciences Degree in related field of medical electronics, electronic technology, imaging service technology or equivalent related military training and experience. Certified Radiology Equipment Service (CRES) preferred but not required.
Five or more years of equivalent experience performing corrective and planned maintenance on nuclear medicine, diagnostic x-ray, therapeutic x-ray, ultrasound, or radiation therapy equipment, including but not limited to, R/F, Vascular/Specials, CT SIM, Mammography Units, PACS, Nuclear Cameras, Cath Lab, CT, etc. Related experience operating complex testing equipment, including but not limited to high Voltage Bleeder or Dynalyzer, Densitometer, Non-Invasive KVp meter, etc.
Must possess specialized training by manufacturer or third party equipment repair in such areas as CT, MRI, nuclear medicine, diagnostic x-ray, therapeutic x-ray, ultrasound, or radiation therapy equipment.
Must possess working knowledge of radiation physics, medical terminology, medical instrumentation, anatomy, physiology, imaging service techniques, 21 CFR (Code of Federal Regulations).
Must possess broad knowledge and understanding of OSHA, NFPA, The Joint Commission, EOC, FDA and other specific regulations and standards pertaining to clinical and radiology equipment service and repair.
Maintain up-to-date understanding of The Joint Commission and NFPA standards as well as state and federal regulations.
Ability to analyze and interpret complex information related to malfunctioning imagining equipment as described by clinical staff, then determines equipment operational condition. Follow complex written instructions, perform tasks and document actions taken to restore service.
Must be comfortable operating in a collaborative, shared leadership environment.
Must possess a personal presence that is characterized by a sense of honesty, integrity, and caring with ability to inspire and motivate others to promote the philosophy, mission, vision, goals, and values of Trinity Health, Ministry Organization, and Clinical Engineering .
Strong communication and inter-personal skills are required to interact positively with all levels of hospital personnel and vendors to achieve positive outcomes, including but not limited to physicists, physicians, administration, etc.
PHYSICAL AND MENTAL REQUIREMENTS AND WORKING CONDITIONS
Must be physically able to balance, bend, climb, crawl, crouch, kneel, reach, sit, squat, stand, twist, and walk.
Ability to mentally concentrate while being subject to interruptions and changing work priorities.
Must be able to work and follow OSHA guidelines while in a hazardous environment(s) such as electrocution potentials, mechanical energies, bloodborne/airborne pathogens, dust and inclement weather, marked changes in temperature and/or humidity, radiation, fumes/vapors, sharp instruments/tools, hazardous liquids, and operating devices
Must be able to hear speech, distinguish sounds, and speak.
Must have near vision, far vision, depth perception, and be able to distinguish colors.
Must have sensory ability to distinguish hot, cold, range of temperature, surfaces, fine motor skills, manual dexterity, and detect/distinguish odors.
Must be able to carry or lift up to 50 pounds routinely (50% of the time) and on occasion (5% of the time) up to 100 pounds.
Must be able to push or pull over 100 pounds frequently (20% of the time).
Maintains safe working environment for self, other associates, patients, visitors, and medical staff in accordance with applicable standards and procedures relevant to job duties.
Must be able to travel to the various Trinity Health, Ministry Organizations, subsidiaries, and/or training facilities
Our Commitment
Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.
Medical/Healthcare company looking for an medical sales rep in ALBANY, NY
IF you're interested/qualified, please send your resume - thx!
SALARY - $75K Base plus commission and car allowance OTE first year is $120K with room for growth
Territory is all of GREATER ALBANY with some regional travel throughout the area- 15-20% travel required for this med device job and you must be on board with that part. (1-2 days a month of overnight travel)
candidates must live in greater ALBANY or surrounding suburbs. (might look at a relocation candidate from another part of upstate NY for this one too)
Looking for candidates that have around 1 year of light med/pharma sales, or candidates that have a solid 1-5 years of outside fortune 1000 b2b sales rep from companies like ADP, PAYCHEX, CINTAS, PAYCOM, UNIFIRST, XEROX, BEVERAGE SALES, ERAC, etc.
**NO JOB HOPPERS PLEASE**
bachelors degree required for this position.
Join Our Team as a Project Manager – Elevate Marketing Initiatives
Are you a highly motivated, detail-oriented professional with a passion for executing complex marketing projects? Tech Valley Talent (TVT) has a rewarding long-term opportunity for an experienced Project Manager to lead key initiatives within our client’s Corporate Marketing team. This role offers the chance to coordinate multiple priorities in a fast-paced environment, ensuring seamless delivery and operational excellence, all from a remote location.
In this role, you will be instrumental in managing daily tasks such as creating and assigning project tasks, tracking timelines, and ensuring deliverables are met on schedule. You’ll attend meetings, document key decisions, build and distribute task lists, and communicate updates effectively across internal teams and external marketing agencies. Your organizational prowess will help maintain comprehensive documentation of project goals, progress, and stakeholder input, supporting a collaborative and transparent workflow.
This position requires juggling various activities including follow-up on deadlines, building out tasks in project management systems, responding promptly to team requests, and gathering critical information to keep projects on track. You will also support reporting efforts by consolidating data into clear, concise formats for leadership and internal clients, utilizing tools like Office 365 and Google Analytics (GA4).
Key responsibilities include:
- Creating, organizing, and assigning tasks and tracking their completion.
- Maintaining detailed documentation of project milestones, costs, and deadlines.
- Conducting follow-ups to ensure deliverables are on time.
- Documenting meeting notes and summarizing action items.
- Building and updating task lists and ensuring effective communication.
- Gathering and presenting data for performance tracking and reporting.
- Attending team meetings and contributing to strategic discussions.
Required Skills:
- 3-6 years of experience as a project manager - proven experience managing multiple concurrent marketing or communication projects.
- Strong organizational skills with a meticulous attention to detail.
- Excellent written and verbal communication abilities.
- Proficiency in Office 365, Google Analytics/GA4, and task management platforms.
- Ability to follow up on deliverables and maintain notes meticulously.
- Ability to adapt quickly in a high-volume, deadline-driven environment.
- Experience in coordinating vendor relationships and managing workflows.
Nice to Have Skills:
- Familiarity with residential or consumer-focused marketing programs.
- Experience with intake processes and workflow management systems.
- Basic understanding of marketing analytics and performance reporting.
- Exposure to working with external marketing agencies and creative teams.
Preferred Education and Experience:
- Associate’s Degree minimum; Bachelor’s Degree preferred, ideally in marketing, communications, or a related field.
- Prior experience in project management within marketing or creative services, especially in fast-paced environments.
Other Requirements:
- Ability to work effectively with cross-functional teams and multiple stakeholders.
- Capacity to participate in 2-3 video interviews as part of the onboarding and interview process.
- Flexibility to support a 37.5-hour workweek including participation in team meetings and briefing sessions.
Seize this opportunity to drive impactful marketing projects in a dynamic team dedicated to excellence. If you thrive in a collaborative setting and excel at managing multiple tasks with precision, we encourage you to apply today.
TVT is an Information Technology (IT) professional business leader providing IT services to the public sector. Our firm is founded on the values of high integrity, trust, honesty, and commitment. We take pride in providing exceptional value to our clients by supplying and delivering the best IT project-based and hourly talent across the nation. We are business partners with many technology solution providers such as IBM, AWS, Google, Microsoft, Oracle, Tableau, Salesforce, and others. Tech Valley Talent provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type protected by federal, state, or local laws. This policy applies to all terms and conditions of employment.
Location- NY, 12047
Duration- 6 months
Job Description
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.
How You Will Fulfill Your Potential
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.
Principal Responsibilities
Prepare and review new applications as requested by the business
Work with third party insurance carriers to ensure proper implementation
Coordinate and process team specific tasks
Perform quality reviews of other team members' completed work and ensure data accuracy
Work across multiple systems and platforms
Interface with different teams and businesses to resolve ongoing issues
Provide support and work on special projects as requested
Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate
Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
Basic Qualifications
Bachelor's degree
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
Skills
Superior written and verbal communication skills
Ability to work collaboratively with all levels of the organization and with third parties
Flexible and able to work well under pressure in a team environment
Self-motivated
Excellent time management and organizational skills
Ability to multi-task
Location- NY, 12047
Duration- 6 months
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
Education
Bachelor's degree required; concentration in Business, Finance, or Accounting preferred
Job Title: AWM - Operations - Client Support - Analyst
Work Location: 100 Coliseum Drive, Cohoes, NY
Contract Duration: 6 Months
Job Summary
Operations is a dynamic, multi-faceted division that partners across the firm to deliver high-quality financial counseling services to clients. The team also provides critical risk management and control functions to safeguard and enhance the firm's assets and reputation. Ayco is committed to fostering a culturally diverse and inclusive workplace and is proud to be an equal opportunity employer.
Key Responsibilities
- Handle inbound client calls and provide accurate, timely, and satisfactory responses to inquiries and concerns
- Facilitate trade execution and address client questions related to accounts, portfolios, and records
- De-escalate dissatisfied client situations with patience, professionalism, and effective problem resolution
- Guide clients through troubleshooting steps, website navigation, and product/service usage
- Collaborate with client service professionals and financial advisors to enhance the overall client experience
- Review and approve pending client requests, ensuring appropriate authorizations and supporting documentation are compliant with policy requirements
- Coordinate and process team-specific tasks as requested by the business
- Work efficiently across multiple systems and platforms
- Interface with internal teams and business partners to resolve ongoing issues and respond to policy-related inquiries
- Provide operational support and assist with special projects as assigned
- Apply sound business judgment to identify unusual or suspicious activities and escalate concerns appropriately
- Adhere to all firm policies and procedures, including quality standards, client service guidelines, information security, and compliance requirements
Qualifications & Requirements
- Bachelor's degree required
- Working knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Highly organized with exceptional attention to detail and follow-through
- Strong ability to manage multiple priorities and competing deadlines
- Proven analytical and problem-solving skills
- Team-oriented with a positive attitude and strong work ethic
- Ability to collaborate effectively with all levels of the organization
- Flexible and capable of performing well under pressure in a team environment
- Excellent written and verbal communication skills
- Strong active listening abilities
- Exceptional interpersonal and rapport-building skills
- Ability to thrive in a fast-paced environment
- Strong interest in client service
- Commercially savvy with the ability to exercise discretion when handling highly confidential and sensitive information
Position Title: Assistant Project Manager
Location: Albany, NY 12203
Duration: 1 year (with possible extension)
Travel Required: No
About the Role
We are seeking a creative and detail-oriented Assistant Project Manager to support digital communications and social media initiatives. This role is ideal for someone with strong writing skills, a passion for storytelling, and the ability to manage multiple projects in a fast-paced environment. You will play a key role in enhancing online presence, engaging audiences, and supporting broader communication strategies.
Key Responsibilities
- Create engaging social media content including captions, posts, graphics, reels, and stories
- Ensure all content aligns with brand voice while tailoring messaging for different platforms
- Plan, develop, and maintain social media content calendars (2–4 weeks in advance)
- Schedule and publish content using social media management tools
- Monitor trends, platform updates, and competitor activity to inform strategy
- Manage community engagement by responding to comments, messages, and mentions
- Track and analyze performance metrics to optimize future campaigns
- Collaborate with internal teams on campaigns, communications, and events
- Support project execution from planning through completion under supervision
Required Skills & Qualifications
- 1–3 years of experience in social media, communications, or related field
- Strong writing and editing skills with the ability to adapt tone (from light and engaging to strategic and thought leadership)
- Creativity and ability to produce compelling digital content
- Knowledge of major social platforms: Instagram, TikTok, Facebook, X (Twitter), and LinkedIn
- Basic understanding of SEO and keyword optimization
- Experience with social media tools such as Sprout, Hootsuite, or Meltwater
- Highly organized with strong multitasking and prioritization skills
- Exceptional attention to detail and ability to proofread independently
- Strong interpersonal and communication skills
Preferred Experience
- Experience writing social media content for government or non-profit organizations
- Familiarity with analytics and performance tracking
- Exposure to energy, environmental science, or related sectors (a plus)
Education
- Bachelor's degree in Communications, Journalism, English, or a related field
Technical Tools
- Lytho
- Meltwater
- Hootsuite / Sprout
- Microsoft Outlook, Word
- SharePoint, OneDrive
- Knowledge Base systems