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Team Leader

Gurugram, , India

Job Description:

Overview (Bank overview, GBS India overview, Function Overview)*

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

We are committed to attracting and retaining top talent across the globe to ensure our continued success. Along with taking care of our customers, we want to be the best place for people to work and aim at creating a work environment where all employees have the opportunity to achieve their goals.

We are a part of the Global Business Services which delivers technology and operations capabilities to all Bank of America lines of business (LOB) and enterprise functions.

Our employees help our customers and clients at every stage of their financial lives, helping them connect to what matters most. This purpose defines and unites us. Every day, we are focused on delivering value, convenience, expertise and innovation for individuals, businesses and institutional investors we serve worldwide.

* BA Continuum is a nonbank subsidiary of Bank of America, part of Global Business Services in the bank.

Process Overview*

Knowledge Service Center (KSC) supports global businesses of the Bank with solutions requiring judgment application, sound business understanding and analytical perspective. The domain experience in the areas of Financial Research & Analysis, Quantitative Modeling, Risk Management and Prospecting Support provide solutions for revenue enhancement, risk mitigation and cost optimization. The division comprising of highly qualified associates operates from three locations i.e, Mumbai, Gurugram & Hyderabad

Job Description*

Fiduciary Solutions team was set up in 2008 as part of KSC to provide offshore delivery to Line of Business. Team partners with Trust and other Fiduciary Officers across various trust and estate administrative work streams. The nature of work involves preparing correspondence letters for the clients, preparing BAU/customized reports for stateside Executives, researching client/prospect information for newer business opportunities. Team also liaison with US insurance companies to obtain illustrations on client policies, researching reasons for account statements getting returned and working on some adhoc one-time initiatives for LOB from time to time.

Responsibilities*

The candidate would be required to support client facing teams - Trust Officers (TO) Trust Administrative Officers (TAO) and other Fiduciary officers with respect to Trust and Estate administrative work. The candidate will be responsible for:

• Summarizing Trust document and update important aspects of the Trust / making recommendations to support Trust Officers across US.

• Reading Trust document and identify administrative exceptions and/or errors and allow the account officers to correct them or escalate to their managers as appropriate.

• Other responsibilities would involve need based interaction with our onshore business partners or Line of Business.

• Ensure to adhere to predefined parameters in terms of quality and timeliness of work

• Expected to actively participate in key process improvement/operational initiatives

Requirements*

 Education*

Graduate / Postgraduate in Law

 Certifications If Any

Experience Range*

6-7 years prior experience in Legal Process Outsourcing (LPO), Law firm

 Foundational skills*

  • Knowledge of Wealth Management preferably Trust Operations
  • Performing Document review of legal documents
  • Good verbal and written communication skills

 Desired skills

  • Proficient in MS Office - Advance Excel knowledge is essential for the role
  • Organized and able to multi-task in a fast-paced environment

Work Timings*

11:30 To 20:30

Job Location*

Gurugram

Job Band:

H7

Shift: 

Hours Per Week:

45

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Overview (Bank overview, GBS India overview, Function Overview)*

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

We are committed to attracting and retaining top talent across the globe to ensure our continued success. Along with taking care of our customers, we want to be the best place for people to work and aim at creating a work environment where all employees have the opportunity to achieve their goals.

We are a part of the Global Business Services which delivers technology and operations capabilities to all Bank of America lines of business (LOB) and enterprise functions.

Our employees help our customers and clients at every stage of their financial lives, helping them connect to what matters most. This purpose defines and unites us. Every day, we are focused on delivering value, convenience, expertise and innovation for individuals, businesses and institutional investors we serve worldwide.

* BA Continuum is a nonbank subsidiary of Bank of America, part of Global Business Services in the bank.

Process Overview*

Knowledge Service Center (KSC) supports global businesses of the Bank with solutions requiring judgment application, sound business understanding and analytical perspective. The domain experience in the areas of Financial Research & Analysis, Quantitative Modeling, Risk Management and Prospecting Support provide solutions for revenue enhancement, risk mitigation and cost optimization. The division comprising of highly qualified associates operates from three locations i.e, Mumbai, Gurugram & Hyderabad

Job Description*

Fiduciary Solutions team was set up in 2008 as part of KSC to provide offshore delivery to Line of Business. Team partners with Trust and other Fiduciary Officers across various trust and estate administrative work streams. The nature of work involves preparing correspondence letters for the clients, preparing BAU/customized reports for stateside Executives, researching client/prospect information for newer business opportunities. Team also liaison with US insurance companies to obtain illustrations on client policies, researching reasons for account statements getting returned and working on some adhoc one-time initiatives for LOB from time to time.

Responsibilities*

The candidate would be required to support client facing teams - Trust Officers (TO) Trust Administrative Officers (TAO) and other Fiduciary officers with respect to Trust and Estate administrative work. The candidate will be responsible for:

• Summarizing Trust document and update important aspects of the Trust / making recommendations to support Trust Officers across US.

• Reading Trust document and identify administrative exceptions and/or errors and allow the account officers to correct them or escalate to their managers as appropriate.

• Other responsibilities would involve need based interaction with our onshore business partners or Line of Business.

• Ensure to adhere to predefined parameters in terms of quality and timeliness of work

• Expected to actively participate in key process improvement/operational initiatives

Requirements*

 Education*

Graduate / Postgraduate in Law

 Certifications If Any

Experience Range*

6-7 years prior experience in Legal Process Outsourcing (LPO), Law firm

 Foundational skills*

  • Knowledge of Wealth Management preferably Trust Operations
  • Performing Document review of legal documents
  • Good verbal and written communication skills

 Desired skills

  • Proficient in MS Office - Advance Excel knowledge is essential for the role
  • Organized and able to multi-task in a fast-paced environment

Work Timings*

11:30 To 20:30

Job Location*

Gurugram

Learn more about this role

Full time

JR-21069477

Band: H7

Manages People:

Manager:

Talent Acquisition Contact:

Anthony Baltazar D'souza

Referral Bonus:

0