Wealth Management Data & Dividend Operations Analyst

Bank of America; Pennington (AL); On-site; USD 34,000 - 53,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a position within Wealth Management Operations in Pennington, NJ to support fund ownership tasks, dividend distributions, and data validation for domestic and international fund groups.

The role emphasizes accurate processing, QA reviews, and timely reporting, collaborating with internal partners and external clients. This full-time position offers 40 hours per week and a comprehensive benefits package.

Qualifications

• 3+ months of experience driving execution of financial and/or non-financial client transactions.
• 3+ months of experience performing quality assurance reviews, testing and training to ensure high performance accuracy.
• Strong written and verbal communication skills.
• Strict attention to detail and accuracy.
• Must be available to work extended hours during periods of high volume.
• Excellent organization; ability to prioritize and handle multiple tasks independently.
• Proficient PC skills, including Microsoft Excel and Outlook.

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

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

Job description

Bank of America is seeking a position within Wealth Management Operations in Pennington, NJ to support fund ownership tasks, dividend distributions, and data validation for domestic and international fund groups.

The role emphasizes accurate processing, QA reviews, and timely reporting, collaborating with internal partners and external clients. This full-time position offers 40 hours per week and a comprehensive benefits package.