Latham, New York - Posted on: Tuesday 03/04/14
- Assist with the Director – Ayco 360 with report customization, strategy, team training and support
- Focus on continuous improvement in the financial planning tools and resources available to Ayco clients and teams.
- Assist in the implementation and strategy related to operational initiatives impacting the counseling regions, APAS, FRS, Encompass, ISG and WSG.
- Balance the goals and business realities facing the organization as a whole, with those of each revenue center.
- Provide financial planning and team expertise to support Project management, Technology and the businesses on the design and implementation of financial planning tools and supporting databases.
- Strong attention to detail with superior communication and writing skills
- Extensive knowledge of financial planning concepts and how Ayco teams and advisors provide counseling services.
- Strong time management and organizational skills
- Self-motivated with the ability to handle multiple tasks in a constantly changing work environment.