Transaction Management Ops Representative

Company: Disability Solutions
Location: Dallas
Posted on: October 25, 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!Job Description:This job is responsible for standard 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. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.Responsibilities:

• Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
• Provides general operational support including handling inbound calls, mail sorting, and mail distributionLine of Business Job Description:The Private Bank Investment Operations Team is responsible for TRACE reporting for eligible trades executed by the Investment Solutions Group (ISG). This opportunity is available within the Merrill & Private Bank Trading Services organization to support functions for Private Bank Investment Operations. The Private Bank Investment Operations associate will be responsible for providing daily operational support of fixed income trading for Private Bank processes. The individual ensures the timely and accurate daily reporting requirements within defined timeframes. This include monitoring of trades reporting as well researching and resolving any issues as they arrive that impact trade reporting. This role interacts regularly with traders and executing brokers.Required Skills:
  • Excel, Word, Outlook Proficiency
  • Strong Written Skills
  • Ability to learn from training done both in person and virtuallyDesired Skills:
    • 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
      • Problem Solving
      • Recording/Organizing Information
      • Written Communications
      • Account Management
      • Analytical Thinking
      • Prioritization
      • Collaboration
      • Mentoring
      • Research
      • Result OrientationShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Richardson , Transaction Management Ops Representative, Executive , Dallas, Texas