Information Management Analyst

Company: Disability Solutions
Location: Charlotte
Posted on: March 23, 2025

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Enterprise Job Description:This job is responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients.Responsibilities:

• Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the 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 membersLine of Business Job Description:Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Institutional Retirement Record Keeping and Onboarding teams perform institutional retirement plan onboarding/offboarding, plan maintenance, record keeping and operational support across Workplace Benefits product lines. Products supported include 401K, defined contribution, non-qualified deferred compensation, equity and employee stock purchase plans, Primary responsibilities can include data management (validations, loads, file preparation, testing and reporting), client reporting, reconciliations, fee processing, plan and transaction research.A successful Transaction Management Operations Analyst on this team:
  • Performs an accuracy, risk and completeness assessment of documentation or reporting and identifies and resolves any discrepancies or gaps
  • Researches and resolves data errors by applying procedures, escalation and engaging support partners when needed
  • Establishes and maintains strong communication and collaboration with internal and external business partners for functions supported in addition to process improvement opportunities and risk management
  • Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational unitsRequired Skills:
    • Excellent verbal and written communication skills
    • The ability to identify, understand and prioritize the needs of internal, external, prospective and existing customers in order to provide solutions, resolve problems, and address questions.
    • The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way.
    • The ability to gather information about a topic, review, analyze and interpret the results to support a recommendation or solution.
    • The ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently.
    • The ability to break down quantitative (numeric) and qualitative (written) information and data to recognize patterns, identify opportunities and infer insights to inform decisions.
    • The ability to draw upon past knowledge and experiences to find a solution and define a path of action.
    • The ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications.
    • The ability to keep business goals in mind and challenge whether efforts will achieve the desired impact or outcome when making decisions or investing resources.
    • Intermediate to advanced Microsoft Excel skills (this is critical to success in the role.Desired Skills:
      • Understanding of 401(k) and/or Non-Qualified retirement plans.
      • Experience working with the MLII system.Skills:
        • Account Management
        • Attention to Detail
        • Customer and Client Focus
        • Written Communications
        • Analytical Thinking
        • Oral Communications
        • Prioritization
        • Problem Solving
        • Collaboration
        • Recording/Organizing Information
        • Research
        • Result OrientationShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Charlotte , Information Management Analyst, Executive , Charlotte, North Carolina