Administrator - Investment Professionals, Ayco Company, Saratoga Springs, NY

Posted: 06/30/18 | SHARE:


With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates. 

Coordinate the handling and disposition of client investment account related materials including, but not limited to, liaising with the Salt Lake City Goldman Sachs Operations teams, Client On-Boarding team, Ayco PWM internal departments, IP Teams, and Regional Counseling teams 
Assist in the establishment of client files in accordance with required guidelines 
Assist department staff/team members in responding to questions from clients, Ayco Account Managers and Financial Analysts, and the Salt Lake City Goldman Sachs Operations teams 
Review account requests to ensure compliance with Ayco/Goldman Sachs policies, procedures and regulatory guidelines 
Provide support to department staff/team members with non-trading functions in the operation/maintenance of investment portfolios and client accounts 
Maintain spreadsheets, records, reviews and reports for client accounts as necessary 
Establish and maintain strong professional relationships with all levels of clients and staff, both internal and external to Ayco 
Perform any and all additional duties as assigned by the Senior Vice President and/or Ayco PWM Management team 

High School Diploma 
Associates or Bachelor’s Degree preferred 
Demonstrated customer service or hospitality experience preferred 
Must have demonstrated the ability to be detail-oriented, self-motivated and capable of working in a team environment 
Demonstrated excellent verbal and written communication skills 
Demonstrated ability to multi-task in a fast-paced environment 
Demonstrated proficiency in Microsoft Office programs (ex. Outlook, Excel and Word) 
Training in specific responsibilities will be provided upon hire

To apply:

Apply online via the link provided.

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