Information Management Analyst - Institutional Retirement Onboarding Conversion Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Information-Management-Analyst---Institutional-Retirement-Onboarding-Conversion\_25031661) **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. The Institutional Retirement Onboarding and Maintenance group within Wealth Management Operations is responsible for the service and fulfillment of new institutional plans coming into the company. Projects include new conversions, company mergers, and other various projects. This role will serve as a senior role on the Conversion Specialist team which will include various tasks and projects. Projects may require direct communication with business partners across various lines of business including WMO, Workplace Benefits, Technology, and Product. Responsibilities may also include management of high risk processes. The successful candidate has an in-depth working knowledge of the retirement products and systems, excellent customer service skills, and detailed project management skills. This role will have extensive interaction with internal partners and works as part of a team but does not have direct reports. **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 members **Skills:** + Account Management + Attention to Detail + Customer and Client Focus + Written Communications + Analytical Thinking + Oral Communications + Prioritization + Problem Solving + Collaboration + Recording/Organizing Information + Research + Result Orientation **Required Skills:** + Excellent project management skills, including the ability to prioritize work, meet deadlines, influence others to get work done and hold them accountable are required + Strong understanding of recordkeeping practices, systems, file layouts and structures. + Highly organized with exceptional attention to detail + Self-starter attitude; Demonstrates initiative while working independently + Strong written and verbal communication skills + Strong ability to influence/challenge and negotiate to keep all parties engaged in the process + Advanced Microsoft PowerPoint and Excel skills **Desired Skills:** + 3 years retirement plan administration experience + Project management experience + Understanding of MLII recordkeeping systems + Understanding of file layout specifications. Ability to load, manipulate and process data using various data base tools​ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.