Financial Analyst (Level I) - Axelon Services Corporation

This is a hybrid role (3-day on-site/2-days WFH)

Job Description: As part of Wealth Management Operations (WMO), Investment Information Management Organization, within Legal Operations team, this individual will be responsible for handling work on the project management of GWIM client remediation and class action payouts. The associate should proactively identify process improvements and efficiencies related to third party workflow and technology. Handling of phone calls related to open matters is required, while maintaining service levels for assigned matters. This position requires the application of rules to varying circumstances and requires solid decision-making skills and independent judgment.

Required Skills:
- Project planning and scoping:
- Project initiation
- Planning & timing of communication and payments
- Execution of payments
- Project closure evidence
- Data-mining to determine current & former client status
- Calculation of interest and tax withholding based on guidance received from Global Tax Policy
- Client communication
- Payment execution
- Project status updates to senior management, audit and/or outside business units
- Post-check delivery activities (i.e. undeliverable checks, stale dated checks, check reissues and escheatment, year-end tax reporting activities).

Desired Skills:
- Ability to research all items coming from internal or external sources using Bank resources.
- Due to the amount of training required for functionality in this position, candidates must make a minimum commitment of one year in the position.
- Microsoft Word, Excel, and Access experience required.
- Availability for overtime as required during high volume time periods.