Image Map

Untitled Document

(0 - 2 Years) "Bank of America" Hiring: Team Member On Nov 2017 @ Gurgaon



JOBS FOR FRESHERS
2014 FRESHER JOBS
2015 FRESHER JOBS
2016 FRESHER JOBS
2017 FRESHER JOBS
 
JOBS BY LOCATION
Bangalore Jobs
Chennai Jobs
Pune Jobs
Mumbai Jobs
Delhi Jobs
Kolkata Jobs
Noida Jobs
Gurgaon Jobs
OtherCity Jobs
 
JOBS BY CATEGORY
Walk-Ins
Freshers Jobs
IT Jobs
Bank Jobs
Govt.Jobs
BPO Jobs

Company:         Bank of America

Website:            www.bankofamerica.com

Eligibility:         Commerce Graduate

Experience:       0 - 2 yrs

Location:           Gurgaon

Job Role:         Team Member

JOB SUMMARY:

Company Profile:

This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy.

Job Description:
1. Review and approve account opening and account maintenance documents in accordance with IRS-approved plan and retirement custodial agreements.

2. Review and approve any verbal distribution on a retirement account raised by an onshore representative in the form of Either JE or Check.

3. Reconciliation for all the contributions/distributions including securities (involving federal & state tax withholdings) and brokerage Account transfers which have been executed at branch based on the LOA submitted by client in person or over the fax or through SMC email.

4. Reconciliation for retirement distributions incl. security distribution that does not have tax withholdings and which have been executed per LOA submitted by the client/authorized party.

5. Reviews the transactions from ML brokerage accounts for accuracy and compliance as these

6. Disbursements have been entered by CA/FA per verbal instructions from client at branch, by phone or

7. Through call over the recorded line at ML branch.

8. Ensure the Tax obligation are followed for all the distribution as per the State/Fed Tax Rules (Mandatory/ Opt out/Voluntary)

9. Ensuring the appropriate forms/documents have been provided for respective transactions and are in line with the regulations.

Candidate Profile:
Education:
Graduates preferably in Commerce

Experience: 0 - 2 years

Mandatory Skills:
1. Basic banking and financial knowledge (like US Retirement Products)

2. Good communication and listening skills.

3. Strong analytical skills with great attention to details to perform the document review and reconciliations

4. Organized and able to multi-task in a fast-paced environment

Desired Skills:
1. Highly motivated, able to work independently & a self starter

2. Excellent interpersonal skills, positive attitude, team-player

3. Willingness to learn and adapt to changes

 

   












Please Note: Durgajobs.com is not in any way responsible for any consequences of you applying for a job through the vacancies listed on this site. Please do thorough research before applying. We take utmost care in publishing jobs on this site.While every care has been taken to avoid mistakes and errors on the web pages, durgajobs.com shall not be liable to any person in any manner whatsoever by reason of any error or omission which might have crept in unintentionally.