Manager, Last Mile Operations
RXO, Inc.
Operations Analyst – Transaction Management, Settlement Support
Bank of America
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Perform moderately complex transaction and fulfillment processing, including movement of assets into and out of accounts
- Reconciliation, settlement, and trade and transfer support for Private Bank and Wealth Management Operations
- Provide quality service and operations support for internal business partners and external clients
- Handle operational processes with medium to high monetary risk and assist in training less experienced team members
- Respond to moderately complex client inquiries via numerous channels
- Analyze and resolve moderately complex transactions requiring escalations and exceptions
- Proactively identify risk and opportunities for process improvements
- Support assignment, sourcing, gathering, furnishing and movement of financial and client information and data
- Support global and domestic dividends and interest payments, foreign tax residency certification, dividend reinvestment and favorable foreign tax withholding elections, and principal and interest payments associated with income events
- Communicate effectively with peers, management, and business partners
Requirements
- Proficiency in Microsoft Excel
- Ability to pick up new concepts and routines quickly
- Ability to learn how to research more complex issues and make connections to processes across the department
- Excellent written and verbal communication skills
- Strong work ethic and ability to quickly process large amounts of data
- Previous experience in financial services, especially within operations
- Basic understanding of investment income
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
- Proactive approach to responsibilities (desired)
- Organized with effective time management (desired)
- Can analyze and process incoming payments with high accuracy (desired)
- Comfortable balancing and reconciling large amounts of income (desired)
