Job Description

Charitable Services Group – Analyst

Location: Cohoes, NY
Pay Rate: $26/hour
Schedule: Monday – Friday, 8:00 AM – 5:00 PM (Fully Onsite)

Job Summary

Operations 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 reputation.

The team supports charitable organizations and donor-related processes by conducting research, reviewing documentation, and assisting with payment processing activities. This role involves performing due diligence on charitable organizations, gathering tax and organizational information, and collaborating with internal teams to ensure compliance with policies and procedures.

This position is ideal for recent college graduates or candidates with internship, research, customer service, or entry-level sales experience who enjoy detail-oriented and research-driven work environments. Candidates graduating in May/June 2026 are encouraged to apply.

Essential Duties & Responsibilities

Conduct due diligence reviews on charitable organizations prior to payment processing
Research charities and nonprofit organizations using online databases, public records, and other research tools
Contact charitable organizations directly to gather tax documentation and organizational information
Review and approve pending client requests to ensure proper authorization and supporting documentation are complete and compliant with policy requirements
Support payment processing and operational workflows for donor-related activities
Perform quality reviews of completed work to ensure accuracy and data integrity
Work across multiple systems and platforms to complete operational tasks efficiently
Collaborate with internal teams and business partners to resolve issues and answer policy-related questions
Apply business judgment to identify unusual or suspicious activity and escalate concerns when appropriate
Maintain adherence to all policies and procedures related to quality, client service, information security, and compliance
Assist with special projects and additional operational tasks as needed

Qualifications & Candidate Profile

Bachelor’s degree required; any major accepted
Strong fit for recent graduates, including candidates graduating in May/June 2026
Internship, research, customer service, or entry-level sales experience preferred
Sociology, research-focused, or analytical academic backgrounds are a plus
Capstone research project experience is highly valued
Must be comfortable conducting independent research and following up with external organizations

Required Skills & Competencies

Strong attention to detail and organizational skills
Excellent verbal and written communication skills
Ability to ask questions, follow up professionally, and gather information effectively
Collaborative, team-oriented mindset
Ability to manage multiple priorities in a fast-paced environment
Strong analytical and problem-solving abilities
Comfortable working with structured processes and compliance-driven procedures

Technical Skills

Proficiency in Microsoft Excel required
Proficiency in Microsoft Word required
Experience using online databases and research tools preferred
No coding or programming experience required

Work Environment & Additional Requirements

Fully onsite position in Cohoes, NY
Standard hours are 8:00 AM – 5:00 PM
Occasional overtime may be required
No hybrid or remote flexibility available
Local candidates only; no relocation assistance provided

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Charitable Services Group