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GWIM Abandoned Property Escheatment Supervisor - GWIM Operations Team Manager

In United States

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GWIM Abandoned Property Escheatment Supervisor - GWIM Operations Team Manager   

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JOB TITLE:

GWIM Abandoned Property Escheatment Supervisor - GWIM Operations Team Manager

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Jacksonville, FL United States

JOB DESCRIPTION:

Client's Consumer, Small Business & Wealth Management Operations and Global Delivery Center of Expertise organization operates in six countries with over 44,000 teammates. Comprised of operations functions for Consumer Banking, Mortgage Servicing and Global Wealth and Investment Management Services. Abandoned Property is responsible for ensuring Merrill Lynch is in compliance with 53 individual U.S. State and Territory laws when identifying and escheating unclaimed assets. Merrill Lynch Abandoned Property supports abandoned property for the legal entities Merrill Lynch, Pierce, Fenner, & Smith, BofA ML Securities Inc., Merrill Lynch Professional Clearing Corporation (ML Pro), and Financial Data Services. Merrill Lynch Abandoned Property also supports the custody of U.S. Trust Abandoned Property and submission of property to the BANA Central Escheatment Team.   • Foster a strong control environment through multiple in-line Quality Assurance reviews, reporting routines, and Enterprise Independent Tests. • Ensure Merrill Lynch's compliance with 53 jurisdictional laws. •Communicate (written and verbal) with various Merrill Lynch Lines of Business •Communicate (written and verbal) with various Enterprise Control Groups (EPO, Compliance, Legal, Outside Counsel, Risk Governance) •Communicate (written and verbal) with state regulators and their auditors •Lead a team of 5-8 associates to ensure all team responsibilities are completed on-time and accurately   Required Skills:  Must have previous experience as a team lead or supervisor Experience with complex spreadsheets, including familiarity with formulas, macros, formatting, and data manipulation Effective organizational and time management skills Demonstrates attention to detail Ability to work in a fast paced environment Ability to lead a small team to ensure deliverables are met Customer Service skills   Desired Skills: Strong understanding of Merrill Lynch Lines of Business and Operations Collaborative mindset with an ability to partner with support teams to find resolution for inquiries Ability to quickly learn with a strong ability to multi task Career oriented teammate seeking to grow within the organization Intellectually curious with a desire to identify and implement innovation Ability to load, manipulate and process data using various data base tools Microsoft Office application suite - Excel, Word, Power Point, Visio, Project, Oracle   This is the first level operations managerial position. Performs all managerial functions, leads project work, and continually utilizes independent judgment. Provides day-to-day direction for a small unit or work team in a Wealth Management Operations function in a specific product area of unclaimed property. Focuses on the day-to-day resolution of operations problems and execution of transactions which may require reviewing and authorizing G/L entries and payments, approving exception processing, etc. Responsibilities may also include controlling workflow, performing routine management functions such as interviewing, training, performance planning, and coaching. The role may also entail evaluation of regulatory and/or financial risks. This associate may review operational procedures and implement changes ensuring enforcement and adherence. Provides technical guidance to associates to resolve operational problems and may handle exceptional or sensitive transactions. Requires operations knowledge with work experience in the specific functional area or product line managed. Less than 50% of time is spent doing actual production work. Typically 3-5 years of Operations experience with 1-2 years of supervisory experience.

Position Details

POSTED:

Nov 29, 2022

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16591392542163939

LOCATION:

United States

CITY:

Jacksonville, FL

Job Origin:

OORWIN_ORGANIC_FEED

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Client's Consumer, Small Business & Wealth Management Operations and Global Delivery Center of Expertise organization operates in six countries with over 44,000 teammates. Comprised of operations functions for Consumer Banking, Mortgage Servicing and Global Wealth and Investment Management Services. Abandoned Property is responsible for ensuring Merrill Lynch is in compliance with 53 individual U.S. State and Territory laws when identifying and escheating unclaimed assets. Merrill Lynch Abandoned Property supports abandoned property for the legal entities Merrill Lynch, Pierce, Fenner, & Smith, BofA ML Securities Inc., Merrill Lynch Professional Clearing Corporation (ML Pro), and Financial Data Services. Merrill Lynch Abandoned Property also supports the custody of U.S. Trust Abandoned Property and submission of property to the BANA Central Escheatment Team.   • Foster a strong control environment through multiple in-line Quality Assurance reviews, reporting routines, and Enterprise Independent Tests. • Ensure Merrill Lynch's compliance with 53 jurisdictional laws. •Communicate (written and verbal) with various Merrill Lynch Lines of Business •Communicate (written and verbal) with various Enterprise Control Groups (EPO, Compliance, Legal, Outside Counsel, Risk Governance) •Communicate (written and verbal) with state regulators and their auditors •Lead a team of 5-8 associates to ensure all team responsibilities are completed on-time and accurately   Required Skills:  Must have previous experience as a team lead or supervisor Experience with complex spreadsheets, including familiarity with formulas, macros, formatting, and data manipulation Effective organizational and time management skills Demonstrates attention to detail Ability to work in a fast paced environment Ability to lead a small team to ensure deliverables are met Customer Service skills   Desired Skills: Strong understanding of Merrill Lynch Lines of Business and Operations Collaborative mindset with an ability to partner with support teams to find resolution for inquiries Ability to quickly learn with a strong ability to multi task Career oriented teammate seeking to grow within the organization Intellectually curious with a desire to identify and implement innovation Ability to load, manipulate and process data using various data base tools Microsoft Office application suite - Excel, Word, Power Point, Visio, Project, Oracle   This is the first level operations managerial position. Performs all managerial functions, leads project work, and continually utilizes independent judgment. Provides day-to-day direction for a small unit or work team in a Wealth Management Operations function in a specific product area of unclaimed property. Focuses on the day-to-day resolution of operations problems and execution of transactions which may require reviewing and authorizing G/L entries and payments, approving exception processing, etc. Responsibilities may also include controlling workflow, performing routine management functions such as interviewing, training, performance planning, and coaching. The role may also entail evaluation of regulatory and/or financial risks. This associate may review operational procedures and implement changes ensuring enforcement and adherence. Provides technical guidance to associates to resolve operational problems and may handle exceptional or sensitive transactions. Requires operations knowledge with work experience in the specific functional area or product line managed. Less than 50% of time is spent doing actual production work. Typically 3-5 years of Operations experience with 1-2 years of supervisory experience.


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