Transaction Operations & Risk Analyst

Bank of America; Jacksonville (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America in Jacksonville, FL is seeking a Transaction Management Operations Analyst to support Wealth Management operations. You will analyze moderately complex transactions, reconcile data, and respond to partner inquiries while ensuring accuracy and timely delivery.

The role emphasizes collaboration, risk awareness, and process improvement within a fast-paced, in-office setting.

Qualifications

• Familiarity with financial processes across ML sales support screens.
• Understanding of the Securities Industry and related rules and regulations.
• Ability to manage multiple priorities, maintain accuracy, and meet deadlines.

Responsibilities

• Analyze and resolve moderately complex transactions with escalations.
• Perform transaction processing and reconciliation with medium to large monetary impact.
• Respond to moderately complex client inquiries via multiple channels.
• Identify risks and opportunities for process improvements across units.
• Understand end-to-end process flow and downstream impacts.

Skills

Financial processes

Regulatory rules

Multitasking

Microsoft Office

Analytical thinking

Research

Prioritization

Attention to detail

Oral communication

Written communication

Education

College degree preferred

Tools

Microsoft Office

Job description

Bank of America in Jacksonville, FL is seeking a Transaction Management Operations Analyst to support Wealth Management operations. You will analyze moderately complex transactions, reconcile data, and respond to partner inquiries while ensuring accuracy and timely delivery.

The role emphasizes collaboration, risk awareness, and process improvement within a fast-paced, in-office setting.