Operations Analyst - Latham, NY
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. This is a contract position with the potential to become permanent. This is a full time, 12 month contract opportunity with a high potential to convert permanently, offering competitive pay at $40k-$45k annually, paid time off, vacation and bank holidays! Plus Medical, Dental Vision & 401K Benefits with overtime opportunity. ESSENTIAL DUTIES AND RESPONSIBILITIES Process billing changes for all service lines across the 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. Self-motivated, detail-oriented, excellent organizational skills and 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.
The Company supports affirmative action and equal employment opportunity. The Company will provide equal employment in employment practices to all applicants for employment. Employment decisions shall be made without regard to any protected characteristic such as, but not limited to, race, color, religion, gender, age, disability, national origin, ancestry, citizen status, gender identity, sexual orientation, marital status, status in regard to public assistance, disabled veterans, recently separated veterans, Armed Forces service medal veterans and other protected veterans, genetic information and other legally protected classes. Furthermore, the Company is an E-Verify employer. Information provided on this application will not be used for any discriminatory purposes. The Company complies with all applicable federal, state and local non-discrimination laws and regulations. The Company will provide reasonable accommodations in the application or interviewing process. If you need a reasonable accommodation in the application or interviewing process, please contact us.
United States of America
Sales & Marketing / Administrative
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Job Title: Operations Analyst
Location: Latham, NY
Job Type: Temp Position
Reference ID: 349917
Posted Date: 12/12/2018