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Job Title:

Operations Analyst - Latham, NY

Job Description:

 

The Operations Analyst is responsible for managing and maintaining individual and corporate contracts and fees for both institutional and individual clients. The position also assists with the billing function for certain PWM accounts, Foundational Counseling, and Executive Counseling. 

ESSENTIAL DUTIES AND RESPONSIBILITIES
• Process billing changes for all service lines across company
• Field questions and calls from internal teams pertaining to contracts policies/procedures and other client maintenance items
• Work with PWM service teams to process account terminations
• Review corporate contracts to determine billing terms for entry into internal systems
• Work closely with internal groups, including Legal, Controllers and PWM
• Maintain internal databases necessary to other business groups as it relates to Contracts and Billing
• Work closely with Legal to draft contracts for delivery to both individual and corporate contracts
• Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
• Maintain and ensure current procedures are updated to ensure activity is correctly documented

QUALIFICATIONS/REQUIREMENTS
• Bachelor’s degree with concentration in Business, Finance, or Accounting
• Experience in the Financial Industry preferred
• Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook, 
• Advanced knowledge of excel preferred 
• Superior written and verbal communication skills
• Ability to work collaboratively with all levels of the organization
• Ability to work in a team environment and build relationships
• Ability to interface with senior leadership at Ayco
• Self-motivated
• Detail-oriented
• Excellent organizational skills
• Ability to multi-task
 

 


About Advantage xPO

Advantage xPO is a premier global workforce solutions provider and part of Recruit Holdings Co. Ltd., one of the largest human capital management companies in the world. Widely recognized by industry experts and HRO Today magazine, Advantage xPO specializes in providing temporary to contract-to-hire and direct/permanent placements with proven expertise in Engineering/Technical, Information Technology, Scientific, Finance/Accounting, Human Resources, Clerical and Light Industrial. Advantage xPO connects you with the right opportunity at the right company.

Advantage Resourcing Americas, Inc. is an Equal Opportunity Employer offering employment without regard for race, color, religious creed, national origin, ancestry, gender, marital status, age, sexual orientation, sex, gender identity, disability, veteran status, or other legally protected categories. Advantage is a VEVRAA Federal Contractor.

Job ID:
336310

Dept ID:
47

Location:
Latham, NY
United States of America

Industry:
Sales & Marketing / Administrative

Job Type:
Temp Position
Folder Group ID
179

Posted Date:8/28/2018

Domain:xpo

Contact: tyler.trifilo@advantageresourcing.com

Apply for this Position

Job Title: Operations Analyst

Location: Latham, NY

Job Type: Temp Position

Reference ID: 336310

Posted Date: 8/28/2018

Thank you for your interest in Advantage Resourcing. You have responded that you are not 18 years of age or older. It is Advantage Resourcings policy to hire individuals who are 18 years of age or older. We invite you to reapply when you meet this requirement. If you have questions or concerns about this policy please email recruiting@advantageresourcing.com

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