Information Management Analyst - Institutional Retirement Onboarding

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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 members

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 Orientation

Line of Business

​The Institutional Retirement Onboarding and Maintenance group, within Wealth Management Operations, provides onboarding services for institutional clients in support of their employee retirement benefit plans. Products include Equity Stock Options and Employee Stock Purchase Plans (ESPP). The Conversion Specialist works closely with an assigned Conversion Manager to facilitate the transfer of the client’s Equity and/or ESPP plan to the Bank of America proprietary platform. This can include the transition of demographic data, award details, and historical transaction records from the prior vendor to the Bank of America platform.

Required Qualifications:

• ​​Oral Communication

• Written Communication

• Customer Focus

• Analytical and Problem Solving

• Collaborating

• Critical Thinking

• Organization

• Time Management

• Strong Excel skills for data reporting and reconciliation

• Microsoft Outlook

Desired Qualifications:

• Self-starter

• Understan​ding of Employee Stock Options Plans​​​

Shift:

Hours Per Week: