Records Management Coordinator

2 weeks ago


England, United Kingdom Bank of America Full time

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 24016234 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. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
Considerations when writing a resume
• Do use high quality, white or light colored 8½ x 11 paper. For example, don't mention your fondness for swimming unless you want to work on the water.)
• 



  • England, United Kingdom Wolviston Management Services Full time

    Are you able to provide welding administration and support services for projects, operating site welding quality management systems? We are recruiting a Welding Technical Coordinator to join our client on a permanent basis, based at Bridgwater, Somerset. Competitive Salary, with accommodation, travel and disturbance allowance paid. Inputting welding data...


  • England, United Kingdom Wolviston Management Services Full time

    Are you able to provide welding administration and support services for projects, operating site welding quality management systems? If so, we could have the perfect role to enhance your career! We are recruiting a Welding Technical Coordinator to join our client on a permanent basis, based at Bridgwater, Somerset. Competitive Salary, with accommodation,...


  • England, United Kingdom Company: Full time

    Find jobs in the automotive retail industry On behalf of our client, we are seeking to recruit a Technical Records Administrator on an initial 8-month contract.Role: Technical Records AdministratorPay: £25.99 per hour Via UmbrellaLocation: Brize NortonContract: Monday - Friday 35 Hours per week, 8 Months contractIR35 Status: InsideSecurity Clearance: BPSS,...

  • Logistics Coordinator

    3 weeks ago


    England, United Kingdom Naked Wolfe Full time

    About Us Founded in 2017, Naked Wolfe is a luxury fashion house that specializes in Men’s and Ladies Footwear. The four founders bring a contemporary approach to Luxury Fashion. In a short time since Naked Wolfe’s launch, we have successfully disrupted the luxury fashion industry on a global scale. We are looking for amazing talent to join our growing...


  • England, United Kingdom Wentworth James Group Full time

    We are seeking a detail-oriented and organized Production Coordinator to join my clients team. The Production Coordinator will be responsible for overseeing the production process, coordinating with various departments, and ensuring that production goals are met. This is a key role in the organization, and we are looking for someone who is reliable,...


  • England, United Kingdom Coalesce Management Consulting Full time

    Job Title : Project Manager - Energy from Waste Location : United Kingdom Duration : 12 - month rolling contract with the prediction of a 3-year project My client are one of the leaders in sustainable energy solutions, specializing in converting waste into renewable resources. Seeking a Project Manager to oversee an Energy from Waste project in the...


  • England, United Kingdom Coalesce Management Consulting Full time

    Job Title : Project Manager - Energy from Waste Location : United Kingdom Duration : 12 - month rolling contract with the prediction of a 3-year project My client are one of the leaders in sustainable energy solutions, specializing in converting waste into renewable resources. Seeking a Project Manager to oversee an Energy from Waste project in the...


  • North East England, United Kingdom Energy Jobline CVL Full time

    We have an exciting vacancy for a Planning and Records Engineer to join one of our rapidly growing Clients in Teesside!This is a role within the UK CAA and EASA Part 145 approved aircraft maintenance functional area performing planning of maintenance, planning the availability of the means to perform the work, control of maintenance data, preparation of...

  • Project Manager

    1 month ago


    England, United Kingdom Ambis Full time

    This very do-able Project Management role is to join a well-established, ERP solutions partner with a massive client base and a significant pipeline of work. They are a successful software reseller; they have around 40 staff, a track record of over 20 years of project management, software implementation and support and the ERP solutions they sell cover...


  • England, United Kingdom GTS Group Ltd Full time

    The ideal candidate will be responsible for planning, coordinating, and implementing projects within the decided-upon budget, timeline, and scope. They will also effectively monitor and present project updates to relevant stakeholders, clients, or project team members. Assist with proposals and project justification by gathering and reviewing preliminary...

  • Safety Coordinator

    2 weeks ago


    England, United Kingdom First Truck Centre Full time

    Position: Safety Coordinator /Manager Type: Fulltime Permanent Location: Surrey, BC. Work Schedule: Monday-Friday Position Overview We are seeking an extremely skilled and experienced Safety Coordinator/Manager to join our team based out of Surrey BC. As the Safety Coordinator / Manager, you will be responsible for developing and implementing...

  • Project Coordinator

    4 weeks ago


    England, United Kingdom Simpson Judge Full time

    I am seeking a highly organised and detail-oriented Project Coordinator with iTrent experience to join my nationwide client. As a Project Coordinator, you will be responsible for assisting in the planning, coordination, and execution of various projects related to iTrent, the HR and Payroll system. **Responsibilities**: - iTrent Project Support:...

  • QSHE Coordinator

    1 month ago


    England, United Kingdom GTS Group Ltd Full time

    Job Description GTS Group have a fantastic opportunity for a QSHE Coordinator, to join our innovative client based in Hampshire. You will be responsible for assisting in developing, improving and ensuring the integrity of the Quality Management and Health & Safety Systems. Other Responsibilities include: Support the implementation and development of the...

  • Care Coordinator

    6 days ago


    England, United Kingdom Goldsmithpersonnel Ltd Full time

    About this Job Role: Care Coordinator Located: Chipping Norton Oxfordshire Salary: 25K per annum Goldsmith is looking to recruit a Care Coordinator for our well-established home care branch in Chipping Norton to manage staff and coordinate new package of care. Supporting the manager with business growth and making sure we consistently provide the best...


  • England, United Kingdom Flooder Full time

    Sector: Construction Job Type: Permanent Work Hours: Full Time Job Description Trainee Plant Coordinator - Bentham, Gloucester (office based) About Us Galtec Limited is a Groundworks and Civil Engineering company from Gloucester, with over 30 years of experience. Operating as a sub-contractor for most of the major and regional housebuilders, as well as...


  • England, United Kingdom Rubicon People Partnership Full time

    Recruitment Coordinator, Temporary, Poole, £24k, Full-Time Are you organized, detail-oriented, and passionate about supporting a dynamic recruitment team? We are seeking a proactive Recruitment Coordinator to join a HR team and assist in streamlining their recruitment processes. Our client is looking for someone to be able to commit themselves to a 3-6...


  • England, United Kingdom Independent Association of Prep Schools Full time

    St Joseph's College is seeking to recruit a Deputy Swimming Coordinator for September 2024. St Joseph’s College is recruiting a Deputy Swimming Co-ordinator who will be responsible for co-ordinating the day to day running of the swim school including planning lessons, teaching, developing programmes and keeping records of attendance. You will support the...


  • England, United Kingdom Randstad Technologies Recruitment Full time

    Crane CoordinatorLocation: Sellafield Site, Construction DepartmentProject: Box Encapsulation Plant (BEP) Overview: Join our team at Sellafield as a key player in the Box Encapsulation Plant project, vital to Sellafield's long-term clean-up initiative. This role directly contributes to the safe and efficient execution of lifting operations crucial for waste...


  • England, United Kingdom Additional Resources Full time

    Recruitment Coordinator Lcoation: UK Remote Salary: £150 - £175 per day Job Type: 3month contract Key Words:Recruitment Coordination, Talent, Diary management Primary Purpose of Role: Within this role you will be working with a Talent team who are supporting an organisation that are scaling up rapidly and going through a significant period of...

  • Student Coordinator

    3 weeks ago


    England, United Kingdom The Candidate Ltd Full time

    Are you data savvy and want to boost your digital career? A leading high-end retailer is on the hunt for a CRM Coordinator to increase engagement with their prosperous customer base! Retail Our client has an outstanding reputation of creating the best work environment for their employees, hence the reason why they have been on the Sunday Times Top 100...