Information Management Analyst

Pennington, New Jersey;Chandler, Arizona

**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!

**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 members

**Line of Business Job Description:**

​As part of Wealth Management Operations (WMO), Investment Information Management Organization, within Legal Operations team, this individual will be responsible for handling numerous legal matters at once, each of which may have a varying amount of time for completion and ensuring that confidentiality of all requests is maintained. The associate should proactively identify process improvements and efficiencies related to third party workflow and technology. This position requires the application of rules to varying circumstances and requires solid decision-making skills and independent judgment. The Document Retrieval team performs data and document retrieval activities.

**Required Skills:**

+ Ability to gather client, advisory and/or employee related document requests for internal legal groups.

+ Ability to handle multiple tasks, all with extreme attention to detail.

+ Excellent organizational and communication (both written and verbal) skills are also a must.

+ The ability to read and interpret litigation documentation and/or Legal's instructions for handling matters is required.

+ Candidate must possess excellent follow-up skills and have a service mindset.

+ Candidate must also be able to independently resolve issues arising out of third-party requests in order to effectively manage a heavy caseload while expediting the process in a timely and efficient manner.

**Desired Skills:**

+ Legal experience a plus.

+ Six Sigma training/experience preferred.

+ Due to the amount of training required for functionality in this position, candidates must make a minimum commitment of one year in the position.

+ Microsoft Word, Excel, and Access experience required.

+ Availability for overtime as required during high volume time periods.

**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

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

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 "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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 America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.