Verified Job
Accounting - Finance
Transaction Management Operations Analyst
Accounting - Finance
#479484
Remote / WFH
Job Description
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Provides post-secondary Fixed Income, Equity & Option trade support for Wealth Management branches, Edge and Investment Solutions Group. Serves as intermediary between trading desks in New York & Chicago and North American advisory branches and Edge call centers.
Responsibilities/Functions include-
• Supporting the ++-Markets call center line
• Email inquiries for Equities, Options & Fixed Income financial products
• Provides trade reporting support, including several trade reports that are sent out each day
• Trade booking and research of reconciliation breaks
• Handling of Trading Rejects & Exceptions each day. This includes cancelling and adjusting of some orders
• Cross training on financial investment products and how to support them
Required Skills:
• Excel, Word, Outlook, Communication, Attention to Detail, Phone & Service Minded skillset
Desired Skills:
• Knowledge of financial markets
Skills:
• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation
Shift:
1st shift (United States of America)
Hours Per Week:
40
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Provides post-secondary Fixed Income, Equity & Option trade support for Wealth Management branches, Edge and Investment Solutions Group. Serves as intermediary between trading desks in New York & Chicago and North American advisory branches and Edge call centers.
Responsibilities/Functions include-
• Supporting the ++-Markets call center line
• Email inquiries for Equities, Options & Fixed Income financial products
• Provides trade reporting support, including several trade reports that are sent out each day
• Trade booking and research of reconciliation breaks
• Handling of Trading Rejects & Exceptions each day. This includes cancelling and adjusting of some orders
• Cross training on financial investment products and how to support them
Required Skills:
• Excel, Word, Outlook, Communication, Attention to Detail, Phone & Service Minded skillset
Desired Skills:
• Knowledge of financial markets
Skills:
• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation
Shift:
1st shift (United States of America)
Hours Per Week:
40
