10 days old

GWIM Sr. Operations Analyst

Pennington, NJ 08534
GWIM Sr. Operations Analyst



Pennington, New Jersey



**Job Description:**



**Enterprise Overview:**



Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.



**LOB Description:**



The 401(k) Benefits Processing team within Retirement Onboarding & Operations (ROO) is responsible for administering 401(k) plans for a large number of employers, including many Fortune 500 companies. The team assists internal partners to facilitate requests originated by 401(k) participants and by the plan sponsors of the companies we service.



This team is responsible for accurately creating and reviewing 401(k) financial transactions involving stock, money market, and mutual fund trading. Daily functions include processing withdrawals, funds transfers, QDRO & beneficiary transactions, contributions and loan repayments within the Service Level Agreement timeline for our clients.



Team members should expect to learn the 401(k) product as well as the skills needed to build a strong foundation for a career in financial services. The GWIM Sr. Operations Analyst must demonstrate a cooperative and professional work attitude, while displaying the ability to work effectively in a team environment.



**Required Skills:**



+ Strong organizational skills

+ Strong communication skills (verbal and written)

+ Strong problem-solving and decision-making skills

+ Detail oriented

+ Flexibility

+ Team player

+ Basic PC and math skills



**Desired Skills:**



+ Bachelors degree or 3+ years of experience in Financial Services is preferred



**Job Band:**



H6



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



**Referral Bonus Amount:**



0



**Job Description:**



**Enterprise Overview:**



Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.



**LOB Description:**



The 401(k) Benefits Processing team within Retirement Onboarding & Operations (ROO) is responsible for administering 401(k) plans for a large number of employers, including many Fortune 500 companies. The team assists internal partners to facilitate requests originated by 401(k) participants and by the plan sponsors of the companies we service.



This team is responsible for accurately creating and reviewing 401(k) financial transactions involving stock, money market, and mutual fund trading. Daily functions include processing withdrawals, funds transfers, QDRO & beneficiary transactions, contributions and loan repayments within the Service Level Agreement timeline for our clients.



Team members should expect to learn the 401(k) product as well as the skills needed to build a strong foundation for a career in financial services. The GWIM Sr. Operations Analyst must demonstrate a cooperative and professional work attitude, while displaying the ability to work effectively in a team environment.



**Required Skills:**



+ Strong organizational skills

+ Strong communication skills (verbal and written)

+ Strong problem-solving and decision-making skills

+ Detail oriented

+ Flexibility

+ Team player

+ Basic PC and math skills



**Desired Skills:**



+ Bachelors degree or 3+ years of experience in Financial Services is preferred



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-21035206



Band: H6



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Matthew Beers



Referral Bonus:



0



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, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2021-09-11 Expires: 2021-10-19

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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GWIM Sr. Operations Analyst

Bank of America
Pennington, NJ 08534

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