This site uses cookies. To find out more, see our Cookies Policy
x
x

Asset & Wealth Management, Wealth Strategies Group, Analyst - Albany, NY in Albany, NY at honor foundations

Date Posted: 11/19/2024

Job Snapshot

Job Description

ABOUT THIS JOB

Specialize in the design and implementation of wealth protection and wealth transfer strategies for high net-worth clients.

Our Impact:

Goldman Sachs Ayco 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 Goldman Sachs 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:

  • Assisting in the production of insurance applications;

  • Requesting, tracking and securing medical information from practitioners/medical facilities;

  • Assisting with scheduling insurance exams for clients;

  • Daily production of detailed and efficient emails and letters; 

  • Updating, reviewing and maintaining proprietary databases, directories and files;

  • Assisting with the production of enrollment materials for support purposes;

  • Scanning and electronic filing of insurance documentation;

  • Phone coverage for Underwriting & Case Management Unit

    SKILLS & EXPERIENCE WE’RE LOOKING FOR

    Basic Qualifications:

  • Associate’s degree required; Bachelor’s degree preferred

  • Two to three years work experience in a professional office environment preferred

  • Prior experience in the life insurance underwriting industry preferred

  • Working knowledge of database management and Microsoft Office applications

  • Ability to work effectively in a team environment

  • Strong customer service skills

  • Excellent written and verbal communication skills

  • Exceptional interpersonal, communication, organizational skills

  • Self-starting ability to handle multiple priorities effectively and efficiently

  • Experience handling confidential and sensitive business matters and information with discretion

    Salary Range 

    The expected base salary for this Albany, New York, United States-based position is $55000-$75000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

    Benefits 

    Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

    • footerLogo

    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873