Operations Specialist
BC Forward

BCforward is currently seeking a highly motivated Operations Specialist opportunity in Dallas, TX/ Pennington, NJ!

Position Title: Operations Specialist (Level III)

Location: Dallas, TX/ Pennington, NJ

Anticipated Start Date: ASAP

Please note this is the target date and is subject to the change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 12 months

Job Type: FULL TIME, CONTRACT, HYBRID (3-days on-site/2-days WFH)

Pay Range: $22.28/hr

Please note that actual compensation may vary within this range due the factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Work Scheduled: Monday - Friday; 8:00 AM - 5:00 PM

Requirements:

• 2 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support
• Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting
  Job Description
  
  The Institutional and Retirement Billing Teams responsibilities include but are not limited to the following:
  
• Supporting Workplace Benefits by providing billing and invoicing to plan sponsors for products such as 401k plans, stock plan services, non-qualified deferred compensation plans and defined benefits plans amongst others
• Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over $450 million in fees annually
• Fee collection and receivable reconciliation of outstanding payments from plan sponsors
• Fee setup ensuring billing rates are properly established allowing for invoicing to occur both timely and accurately
  The duties of this particular role include, but are not limited to:
  
• Maintain an awareness of Retirement Product platform changes, enhancements and requirements
• Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights
• Assist with updates to procedural documentation / process maps, and participate in system testing as needed
• Manage risk by identifying and escalating items appropriately
• Participate in internal and third party audits
• Ability to research and resolve escalated inquiries from Internal and External Business Partners
• Lead projects and special assignments as needed for department initiatives
• A subject matter expert in billing processes
• Collaborative mindset with an ability to build and maintain excellent working relationships
  Required Skills/Experience:
  
• Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met
• General knowledge of accounting and financial reporting
• Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives
• Professional written and verbal communication skills
• Demonstrates attention to detail
• An understanding of technology and the ability to incorporate that understanding into process improvements
• Ability to work independently while effectively managing and finding resolution to complex situations
• Career oriented teammate seeking to grow within the organization
• 2 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support
  Desired Skills/Experience:
  
• Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting

Keywords:

Reconciliation, trading, products service support, Mutual Funds, Alternative Investments, Managed Products, Retirement Product, and operations.

Benefits:

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 234087 when responding to this ad.

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Salary Details

This salary was provided in the Job Posting.

$22.28

Hourly Salary

Job Snapshot

Employee Type
Contractor

Location
Dallas, TX (Onsite)

Job Type
Accounting, Banking, Finance

Experience
Not Specified

Date Posted
01/10/2025

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