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GWIM Sr. Operations Analyst - Document & Workflow Ops

Company: Disability Solutions
Location: Pennington
Posted on: September 21, 2023

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 role is responsible for moderately complex transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. These transactions and requests may carry high levels of monetary risk. Additional responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Individuals should be well versed in operational processes, and assist in training for less experienced team members.Responsibilities:

  • Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established guidelines and procedures
  • Responds to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service
  • Responsible for the analysis and resolution of moderately complex transactions requiring escalations and/or exceptions
  • Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational unitsJob Description (line of business specific):GWIM Sr Operations Analyst is responsible for overseeing the accuracy and timeliness of delivery for statements, fee disclosures, confirmations and other correspondence sent to 401(k) plan participants and sponsors.
    • Complete inline quality assurance testing of various statements and correspondence to validate that information on the document matches data from the system of record
    • Partner with line of business and product owners to resolve discrepancies between the document and system of record
    • Review reporting to reconcile statements and correspondence ordered to match volumes delivered to clients
    • Complete user acceptance testing for development of new correspondence and changes to existing templatesRequired Skills (Must have these skills to be minimally qualified):
      • Solid foundation of quality assurance testing
      • Excellent verbal and written communication skills
      • Demonstrates the ability to communicate quality assurance test findings to various business partners to facilitate resolution
      • Analytical & organizational skills: Able to analyze data, recognize a defect or variance, report and escalate when needed
      • Prioritization: Understands how to prioritize workload based on criticality, regulatory requirements and internal client need
      • Ownership: Demonstrates personal accountability to ensure accuracy of statements and correspondence that are within their scope of responsibility
      • Strong knowledge of all MS software, especially Outlook, Excel and Word
      • Customer Focus
      • Collaborating & multitasking
      • Time management
      • System navigation experienceDesired Skills:
        • Experience and knowledge of document / correspondence creation processes
        • Research & problem solving skills
        • Knowledge of systems of record used to manage retirement accounts and processes, MLII, iGate, Content Manager On Demand (CMOD)
        • Highly organized with the ability to produce error-free work. Effective problem-solving skills
        • Ability to work autonomously once role responsibilities are defined
        • Experience working with multiple business partners and comfortable navigating various organizations to ensure right stakeholders are involved
        • Investment Products and SolutionsShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Trenton , GWIM Sr. Operations Analyst - Document & Workflow Ops, Professions , Pennington, New Jersey

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