Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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Job Description:
This job is responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients.
Responsibilities:
- Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Reviews and approves required account documentation
- Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
- Maintains knowledge of operational processes and assists in training less experienced team members
Line of Business Job Description:
The Institutional Trust Operations group is responsible for plan and account level maintenance requests for a verity of retirement plan products. Tasks include Unique Assets analysis and updates, Private Bank system maintenance, Class Action reviews and various reporting requests.
The Information Management Analyst is responsible for several tasks to ensure the success of the business. Tasks can include but are not limited to creating, maintaining, and analysis of trust statements; the creation of excel based reporting; oversight of end-to-end projects impacting the business; other business support functions and duties as requested by management.
This position may be required to perform duties across the teams to assist during peak volumes
Required Skills:
- Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to excellence.
- Excellent time management skills
- Highly organized with exceptional attention to detail
- Self-starter attitude; Demonstrates initiative while working independently.
- Strong written and verbal communication skills
- Strong ability to influence, challenge, and negotiate to keep all parties engaged in the process.
- Advanced Microsoft PowerPoint and Excel skills
- Ability to adjust rapidly to changing demands and priorities
Desired Skills:
- Retirement plan administration experience
- Experience with retirement plan systems
Skills:
- Account Management
- Attention to Detail
- Customer and Client Focus
- Written Communications
- Analytical Thinking
- Oral Communications
- Prioritization
- Problem Solving
- Collaboration
- Recording/Organizing Information
- Research
- Result Orientation
Shift:
1st shift (United States of America)
Hours Per Week:
40