Information Management Analyst
2 weeks ago
At Bank of America, we strive to create a workplace where our teammates can grow and thrive. As a Deconversion Specialist, you will play a critical role in supporting the Institutional Retirement Onboarding and Maintenance group within Wealth Management Operations. Your responsibilities will include preparing data files for delivery, preparing asset transfer requests, reconciling plan assets, and generating custom plan reporting. If you are analytical in nature and have strong Microsoft Excel skills, this could be the perfect opportunity for you to make a meaningful impact.
Key Responsibilities:
Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing, and movement of financial and client information and data according to 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
Requirements:
Excellent verbal and written communication skills
Ability to prioritize multiple tasks
Manages risk effectively
Passion for analytics and a strong attention to detail
Intermediate to advanced Microsoft Excel skills (this is critical to success in the role)
Self-motivated
Shift: 1st shift (United States of America)
Hours Per Week: 40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law. We are committed to creating a diverse and inclusive workplace for everyone.
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