Wealth Management Ops: Transactions & Reporting Analyst

Bank of America; Northern (KY); Hybrid; USD 34,000 - 51,000; Full time

Job summary

Bank of America is seeking a Transaction Management Operations Analyst to support moderately complex processing, reconciliation, and reporting for Wealth Management clients. You will collaborate with internal teams and external partners to ensure accuracy and compliance.

The role emphasizes risk awareness, process controls, and timely escalation. Candidates should be proficient in Microsoft Office and possess strong analytical, communication, and organizational skills.

Qualifications

• Familiarity with financial processes and MS Office tools.
• Strong analytical, research and prioritization abilities.
• Excellent written and oral communication skills.

Responsibilities

• Analyze and resolve moderately complex transactions with escalations and exceptions.
• Perform transaction processing and reconciliation with medium to large monetary impact.
• Respond to client inquiries across multiple channels to support service levels.
• Identify risks and opportunities for process improvements across operational units.
• Understand end-to-end process flows and upstream/downstream impacts.

Skills

Attention to Detail

Oral Communication

Written Communications

Analytical Thinking

Research

Prioritization

Customer and Client Focus

Problem Solving

Account Management

Numerical Reasoning

Education

College Degree preferred

Tools

Microsoft Office (Excel, Access, Word, Outlook, SharePoint)

Job description

Bank of America is seeking a Transaction Management Operations Analyst to support moderately complex processing, reconciliation, and reporting for Wealth Management clients. You will collaborate with internal teams and external partners to ensure accuracy and compliance.

The role emphasizes risk awareness, process controls, and timely escalation. Candidates should be proficient in Microsoft Office and possess strong analytical, communication, and organizational skills.