GWIM Senior Operations Analyst
Pennington, New Jersey;Jacksonville, Florida
**Job Description:**
The 401(k) Benefits Processing team within Retirement Onboarding & Operations (ROO) is responsible for administering 401(k) plans for many 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.
This position 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.
Minimum Required Skills:
+ Bachelors degree or minimum 2 years Financial Services experience
+ Exceptional customer service skills
+ Highly organized with strong attention to detail and accuracy
+ Overtime may be required to support business needs
+ Excellent interpersonal skills
+ Strong oral and written communication skills
+ Able to work in a team oriented, fast paced, work environment
+ Strong analytical and problem-solving skills
+ Strong communication skills (verbal and written)
+ 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:**
Monday - Friday 8:00AM 5:00PM
**Referral Bonus Amount:**
0
**Job Description:**
The 401(k) Benefits Processing team within Retirement Onboarding & Operations (ROO) is responsible for administering 401(k) plans for many 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.
This position 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.
Minimum Required Skills:
+ Bachelors degree or minimum 2 years Financial Services experience
+ Exceptional customer service skills
+ Highly organized with strong attention to detail and accuracy
+ Overtime may be required to support business needs
+ Excellent interpersonal skills
+ Strong oral and written communication skills
+ Able to work in a team oriented, fast paced, work environment
+ Strong analytical and problem-solving skills
+ Strong communication skills (verbal and written)
+ 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-22074965
Band: H6
Manages People: No
Travel: No
Manager:
Talent Acquisition Contact:
Carolyn Brocket [C]
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 .
