Transaction Management Ops Analyst

Company: Disability Solutions
Location: Dallas
Posted on: October 23, 2024

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!Enterprise 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 unitsAdditional Responsibilities:
  • Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
  • Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
  • The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
  • Ensure all trades are posted in the correct account by settlement date.
  • Communicate with Trading Desk to resolve issues timely.
  • Team members are located in Jacksonville, FL, Dallas, TX, and Charlotte, NC.
  • Metrics collection, reporting and analysis coordination.
  • Procedure governance responsibility
  • Project work supportRequired Skills:
    • Excel, Word, Outlook Proficiency
    • Strong Written Skills
    • Strong Verbal Skills
    • Ability to learn from training done both in person and virtually
    • Works well with others / in a team environment
    • Ability to Multi Task
    • Receptive to Feedback
    • Dedication to workSkills:
      • Attention to Detail
      • Customer and Client Focus
      • Oral Communications
      • Prioritization
      • Problem Solving
      • Account Management
      • Analytical Thinking
      • Coaching
      • Written Communications
      • Mentoring
      • ResearchShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Plano , Transaction Management Ops Analyst, Executive , Dallas, Texas