Bank of America
Private Bank Investment Operations – Equity and Fixed Income Trade Support Analy
Bank of America, Vermont, Wisconsin, United States
Description
Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
Ensure all trades are posted in the correctaccount by settlement date. Communicate with ISG Trade Desk to resolve issues timely.
Team members are located in Jacksonville, FL, Dallas, TX,
Required Skills
Excel, Word, Outlook Proficiency
Strong Written Skills
Strong Verbal Skills
Ability to learn from training done both in person and virtually
Desired Skills
Works well with others / in a team environment
Strong Excel Skills
Ability to work with Macros to perform processes
Ability to Multi Task
Receptive to Feedback
Dedication to work
Shift: 1st shift (United States of America)
Hours Per Week: 40
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Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
Ensure all trades are posted in the correctaccount by settlement date. Communicate with ISG Trade Desk to resolve issues timely.
Team members are located in Jacksonville, FL, Dallas, TX,
Required Skills
Excel, Word, Outlook Proficiency
Strong Written Skills
Strong Verbal Skills
Ability to learn from training done both in person and virtually
Desired Skills
Works well with others / in a team environment
Strong Excel Skills
Ability to work with Macros to perform processes
Ability to Multi Task
Receptive to Feedback
Dedication to work
Shift: 1st shift (United States of America)
Hours Per Week: 40
#J-18808-Ljbffr