GWIM Senior Operations Representative Regulatory Services and Reporting

Merrill Lynch
Published
August 31, 2021
Location
Jacksonville, FL
Category
Job Type

Description

Job Description:

Job Description

Wealth Management Operations Risk Governance and Processing Control Services Department serves as a central issues management and control oversight unit. The unit performs various control functions including general ledger account establishment, exposure monitoring, risk and audit issue management, and various oversight functions including but not limited to broker dealer separation, vendor management , global records management, registration and licensing, and access management governance. 

Regulatory Services and Reporting is a team within Processing Control Services that is responsible for general ledger account maintenance and exposure reporting. Provides Financial Regulatory Reporting for Bank of America Private Bank as it relates to Treasury International Capital, monitors the daily collateral requirement for Bank of America Private Bank as well as Non-Financial Regulatory Reporting for State Pledge requirements.

Through this position, the teammate will gain the knowledge of fundamental concepts and proprietary program skills necessary to grow and expand a career at Bank of America Merrill Lynch.

The duties of this particular role include, but are not limited to:

  • Ensure all reporting is compiled completely and accurately
  • Complete Private Bank reporting
  • Monitor accounts for abnormal balances
  • Create and modify repetitive wire lines
  • Facilitate manually offsetting open ledger items
  • Assist with project work at the discretion of management

Ideal candidates demonstrate the following attributes (Required Skills)

  • Collaborative mindset with ability to partner with support teams to resolve inquiries
  • Intellectually curious with a desire to identify and implement innovation
  • Anticipates and proactively identifies and escalates potential risks
  • Ability to operate in a multi-faceted environment while meeting strict deadlines

Skills, Talents and Qualifications (Desired Skills)

  • Microsoft Office Suite Proficiency

Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday, 8:00am - 5:00pm

Referral Bonus Amount:

0 -->

Job Description:

Job Description

Wealth Management Operations Risk Governance and Processing Control Services Department serves as a central issues management and control oversight unit. The unit performs various control functions including general ledger account establishment, exposure monitoring, risk and audit issue management, and various oversight functions including but not limited to broker dealer separation, vendor management , global records management, registration and licensing, and access management governance. 

Regulatory Services and Reporting is a team within Processing Control Services that is responsible for general ledger account maintenance and exposure reporting. Provides Financial Regulatory Reporting for Bank of America Private Bank as it relates to Treasury International Capital, monitors the daily collateral requirement for Bank of America Private Bank as well as Non-Financial Regulatory Reporting for State Pledge requirements.

Through this position, the teammate will gain the knowledge of fundamental concepts and proprietary program skills necessary to grow and expand a career at Bank of America Merrill Lynch.

The duties of this particular role include, but are not limited to:

  • Ensure all reporting is compiled completely and accurately
  • Complete Private Bank reporting
  • Monitor accounts for abnormal balances
  • Create and modify repetitive wire lines
  • Facilitate manually offsetting open ledger items
  • Assist with project work at the discretion of management

Ideal candidates demonstrate the following attributes (Required Skills)

  • Collaborative mindset with ability to partner with support teams to resolve inquiries
  • Intellectually curious with a desire to identify and implement innovation
  • Anticipates and proactively identifies and escalates potential risks
  • Ability to operate in a multi-faceted environment while meeting strict deadlines

Skills, Talents and Qualifications (Desired Skills)

  • Microsoft Office Suite Proficiency

Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday, 8:00am - 5:00pm

Referral Bonus Amount:

0

Job Description:
Job Description

Wealth Management Operations Risk Governance and Processing Control Services Department serves as a central issues management and control oversight unit. The unit performs various control functions including general ledger account establishment, exposure monitoring, risk and audit issue management, and various oversight functions including but not limited to broker dealer separation, vendor management , global records management, registration and licensing, and access management governance. 

Regulatory Services and Reporting is a team within Processing Control Services that is responsible for general ledger account maintenance and exposure reporting. Provides Financial Regulatory Reporting for Bank of America Private Bank as it relates to Treasury International Capital, monitors the daily collateral requirement for Bank of America Private Bank as well as Non-Financial Regulatory Reporting for State Pledge requirements.

Through this position, the teammate will gain the knowledge of fundamental concepts and proprietary program skills necessary to grow and expand a career at Bank of America Merrill Lynch.

The duties of this particular role include, but are not limited to:

  • Ensure all reporting is compiled completely and accurately
  • Complete Private Bank reporting
  • Monitor accounts for abnormal balances
  • Create and modify repetitive wire lines
  • Facilitate manually offsetting open ledger items
  • Assist with project work at the discretion of management

Ideal candidates demonstrate the following attributes (Required Skills)

  • Collaborative mindset with ability to partner with support teams to resolve inquiries
  • Intellectually curious with a desire to identify and implement innovation
  • Anticipates and proactively identifies and escalates potential risks
  • Ability to operate in a multi-faceted environment while meeting strict deadlines

Skills, Talents and Qualifications (Desired Skills)

  • Microsoft Office Suite Proficiency

Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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