Records Coordinator - England, United Kingdom - Bank of America

Description

Wealth Management Records Coordinator page is loaded Wealth Management Records Coordinator
Apply locations Pennington Charlotte Jacksonville time type Full time posted on Posted Yesterday job requisition id

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.

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

The Wealth Management (WM) Data Strategy, Enablement & Governance Team is responsible for ensuring the appropriate utilization of data and the management of records across WM, including the use of top-quality data/records in regulatory and key management reporting.

The Wealth Management Records Coordinator role is responsible for governing records management across all WM LOBs. The role is accountable for executing key program initiatives that align to the Enterprise Global Records Management (GRM) policy & standards and ensuring LOB adherence

Job expectations include supporting the implementation of quality assurance and quality control processes within the LOB or ECF through ongoing monitoring and testing of controls, identifying issues and control improvements for remediation, and building out actions plans and milestones.

Leads the assessment of the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards
Performs monitoring and testing of controls, identifying issues and control improvements for remediation
Leads the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
Manages the performance and productivity of team members that conduct quality inspection reviews
Ensures timely execution of QA activities including control execution, case management, and results reporting
Manages and reviews all operations front line unit responses for regulatory exams, internal audits, and other monitoring and inspection reviews
Ensures accuracy of data and that relevant information is captured for inspection metrics to support governance for dashboard reporting
Manage Designated Third-Party Access (D3P) vendor relationship, invoicing, and annual testing
Conduct onboarding and training for the WM GRM Governance Program
Support office consolidation/de-cluttering initiatives, including engagement with external vendors
Bachelor's degree or equivalent experience
~7+ years of experience in a financial services role
~ Highly skilled in Microsoft Office Excel, Word, Power Point, and performing database queries
~ Ability to adjust and react with optimism and professionalism to multiple demands and shifting priorities
~ Proficient in project management and presentations

Records management experience
Legal/regulatory background, including knowledge of broker-dealer books and records requirements
Familiarity with Wealth Management (Merrill, Private Bank, RPWS, ISG) businesses, processes, and systems
Controls Management
Risk Management
Stakeholder Management
Strategy Planning and Development
Data and Trend Analysis

Shift:

1st shift (United States of America)

Hours Per Week:
locations 2 Locations time type Full time posted on Posted 28 Days Ago Business Control Mgr
locations 6 Locations time type Full time posted on Posted 14 Days Ago Business Control Manager

locations 6 Locations time type Full time posted on Posted 8 Days Ago Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.

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