Finance - Asset Wealth Management - Charitable Services - Due Diligence Analyst

AWM - Charitable Services - Operations - AnalystOperations is 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.ESSENTIAL DUTIES AND RESPONSIBILITIESReview 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 to 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 complianceQUALIFICATIONS/REQUIREMENTSWorking knowledge of MS Office (Excel, PowerPoint, Word, Outlook)Highly organized with exceptional attention to detail and follow-throughStrong ability to manage multiple projects with competing deadlinesProven analytical skills and problem solving abilityTeam player with positive attitude and strong work ethicAbility to work collaboratively with all levels of the organizationFlexible and able to work well under pressure in a team environmentStrong communication skills (written and verbal)Great active listening skillsExceptional interpersonal and rapport building skillsAbility to work in a fast-paced environmentBachelor's Degree Require