Information Management Analyst

Company: Disability Solutions
Location: Charlotte
Posted on: May 30, 2025

Job Description:

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 an 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.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.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 membersSkills:
  • Account Management
  • Attention to Detail
  • Customer and Client Focus
  • Written Communications
  • Analytical Thinking
  • Oral Communications
  • Prioritization
  • Problem Solving
  • Collaboration
  • Recording/Organizing Information
  • Research
  • Result OrientationLine of Business Job Description: The Institutional Retirement Onboarding and Maintenance group, within Wealth Management Operations, provides onboarding services for institutional clients in support of their employee retirement benefit plans. Products include Equity Stock Options and Employee Stock Purchase Plans (ESPP). The Conversion Specialist works closely with an assigned Conversion Manager to facilitate the transfer of the client's Equity and/or ESPP plan to the Bank of America proprietary platform. This can include the transition of demographic data, award details, and historical transaction records from the prior vendor to the Bank of America platform.Required Skills:
    • Oral Communication
    • Written Communication
    • Customer Focus
    • Analytical and Problem Solving
    • Collaborating
    • Critical Thinking
    • Organization
    • Time Management
    • Strong Excel skills for data reporting and reconciliation
    • Microsoft OutlookDesired Skills:
      • Self-starter
      • Understanding of Employee Stock Options PlansShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Charlotte , Information Management Analyst, Executive , Charlotte, North Carolina