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Job Requirements of Operations Specialist (Level III):
-
Employment Type:
Full-Time
-
Location:
Pennington, NJ (Onsite)
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Operations Specialist (Level III)
Tailored Management Services Inc
Pennington, NJ (Onsite)
Full-Time
Position: Operations Specialist (Level III)
Location: Pennington, NJ / Dallas, TX - hybrid role (3-days on-site/2-days WFH)
Duration: 10+ Months Contract
Pay Rate: $22.29/hr
The Institutional and Retirement Billing Team’s responsibilities include but are not limited to the following:
The duties of this particular role include, but are not limited to:
Location: Pennington, NJ / Dallas, TX - hybrid role (3-days on-site/2-days WFH)
Duration: 10+ Months Contract
Pay Rate: $22.29/hr
The Institutional and Retirement Billing Team’s 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 *** 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
- 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
- Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting
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