Base: $25.00 - $38.71 hourly; bonus/equity: not sp...
Financial and client data management
Quality assurance and testing
Operational support for internal and external clients
Bank of America is committed to an inclusive workplace and offers opportunities to learn, grow, and make an impact while supporting teammates’ wellness and recognizing performance
Job Summary
Bank of America is committed to an inclusive workplace and offers opportunities to learn, grow, and make an impact while supporting teammates’ wellness and recognizing performance.
This role supports the Wealth Management Performance Operations group by ensuring accuracy of client investment performance returns and maintaining high quality standards.
The position offers industry-leading benefits, paid time off, and resources to help employees contribute to sustainable business growth and community impact.
Matching Summary
Bank of America is committed to an inclusive workplace and offers opportunities to learn, grow, and make an impact while supporting teammates’ wellness and recognizing performance.
Salary
Base: $25.00 - $38.71 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Financial and client data management
Quality assurance and testing
Operational support for internal and external clients
Microsoft Excel and Outlook proficiency
Attention to detail and accuracy
Ability to manage high volume workload
Strong written and verbal communication
Nice-to-have
Investment performance reporting experience
Understanding of financial markets and investment assets
Process efficiency and improvement
Risk management and audit support
Collaboration and teamwork
Organizational and multitasking skills
Key Requirements
Ability to work well with internal and external partners
Availability to work extended hours during high volume periods
Strong organizational skills and ability to prioritize multiple tasks
Experience with investment product data review or reconciliation
Knowledge of equity, fixed income, and alternative investment securities