Transaction Management Analyst: 401(k) Ops & Reconciliation

Bank of America; Manassas (VA); On-site; USD 71,635,000 - 105,791,000; Full time

Job summary

Bank of America is seeking a Transaction Management Analyst within Wealth Management Operations in the United States. The role focuses on payroll, benefits processing and money movement for 401(k) products, with emphasis on beneficiary services and accuracy in handling client requests.

You will join a team that supports Fortune 500 employers and works with internal partners and plan sponsors to ensure compliant, timely processing.

Qualifications

• Proven ability to perform moderately complex transaction processing and reconciliation.
• Strong organization, attention to detail and ability to meet deadlines.
• Effective written and verbal communication; ability to influence and collaborate.
• Experience with financial services operations is preferred.

Responsibilities

• Performs moderately complex transaction processing and reconciliation with moderate to high impact.
• Responds to client inquiries across channels to support efficiency and service.
• Analyzes and resolves moderately complex transactions with escalations as needed.

Skills

Highly organized

Self-starter

Multi-tasking

Attention to detail

Verbal communication

Written communication

Problem solving

Account management

Analytical thinking

Coaching

Mentoring

Education

Bachelor's degree or 3+ years Financial Services experience

Tools

Microsoft Excel

Microsoft Word

Job description

Bank of America is seeking a Transaction Management Analyst within Wealth Management Operations in the United States. The role focuses on payroll, benefits processing and money movement for 401(k) products, with emphasis on beneficiary services and accuracy in handling client requests.

You will join a team that supports Fortune 500 employers and works with internal partners and plan sponsors to ensure compliant, timely processing.