Wealth Management Process Coordinator
5 days ago
Job Title: Wealth Management Process Coordinator
Salary:$100,000 - $160,000 per year
About the RoleWe are seeking a highly organized and detail-oriented Wealth Management Process Coordinator to join our team at Bank of America. In this role, you will be responsible for providing general business support including internal team routines, communications, reporting, ad-hoc analysis, and presentation.
Key Responsibilities- Provide general business support
- Liaison with COO/business support manager team members and support partners to drive integration and field key operational questions related to deliverables and/or routines
- Assist in planning and execution of program meeting routines/events
- A minimum of 5 years of experience in the Wealth Management organization
- Advanced Excel and PowerPoint skills
- Strong analytical, critical thinking, and problem-solving skills
Benefits
Bank of America offers a range of benefits, including health insurance, retirement savings, and paid time off.
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