Location: Cohoes,NY, USA
Advantage xPO is currently looking for a bright, energetic and friendly Client Analyst to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate would possess at least two years of administrative/operations support experience in a corporate environment.
The responsibilities of a Client Analyst working onsite at our client location are:
Tax Assistance
Gather charitable acknowledgment letters
Pull tax documents from online portals (i.e. Desktop)
Complete basis calculations (+ Interns)
Review & summarize travel calendars
Request Tax Checks
Draft response to tax notices
Forms Collection & Completion
Prepopulate Subscription Documents
Complete tax forms (W 4s, IT 2104s, IT204 LLs, etc.)
Complete foreign reporting forms (FBARs & FATCA)
Prepare Consent Forms & LOAs
Other Miscellaneous:
Draft Letters of Authorization
Request various checks for invoices
Create comprehensive logs for various AMs clients (i.e. mortgage logs, tax refund logs, etc.)
Maintain a Project Tracker to keep all teams informed of workload
Attend team meetings and trainings when appropriate
Draft Estate Planning document summaries, when appropriate
Handle the processing of Client Matters and potentially begin to develop critical analysis and thinking regarding
Qualifications:
Proficiency in Word, Excel, PowerPoint and Outlook required
A minimum of 2-5 years of work experience in a professional corporate environment
Strong written and verbal communication skills
Bachelor's Degree preferred but not required
Enjoys working in a team environment
Polished communication skills
Ability to multi-task and work in a fast-paced environment
Experience in the financial services industry
Business professional environment and attire
Possess critical thinking skills and good judgment
Displays personal pride in work, always striving to do his/her best
Chooses to always operate with integrity and transparency