About this role
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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 proceduresResponds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client serviceReviews and approves required account documentationIdentifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational unitsMaintains knowledge of operational processes and assists in training less experienced team members Skills:
Account ManagementAttention to DetailCustomer and Client FocusWritten CommunicationsAnalytical ThinkingOral CommunicationsPrioritizationProblem SolvingCollaborationRecording/Organizing InformationResearchResult Orientation LOB Description:
The Institutional Trust Operations group is responsible for plan and account level onboarding and maintenance requests for a verity of retirement plan products. Tasks include opening accounts per governing instrument and making any necessary data updates to existing accounts, 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 Qualifications:
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 skillsHighly organized with exceptional attention to detailSelf-starter attitude; Demonstrates initiative while working independently.Strong written and verbal communication skillsStrong ability to influence, challenge, and negotiate to keep all parties engaged in the process.Proficient Microsoft PowerPoint and Excel skillsAbility to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met Desired Qualifications:
Retirement plan administration experienceExperience with retirement plan Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift: 1st shift (United States of America)
Hours Per Week: 40