Benefits Specialist
Dallas, TX - hybrid role (3-days on-site / 2-days WFH)
LOB wants candidate to start ASAP
- Resumes MUST list candidate's work location as per above
Work Location : 10 month contract
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 othersRevenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to overmillion in fees annuallyFee collection and receivable reconciliation of outstanding payments from plan sponsorsFee setup ensuring billing rates are properly established allowing for invoicing to occur both timely and accuratelyThe duties of this particular role include, but are not limited to :
Maintain an awareness of Retirement Product platform changes, enhancements and requirementsMake sure that Department standards are met and that updates are provided to management through either immediate communication and / or weekly highlightsAssist with updates to procedural documentation / process maps, and participate in system testing as neededManage risk by identifying and escalating items appropriatelyParticipate in internal and third party auditsAbility to research and resolve escalated inquiries from Internal and External Business PartnersLead projects and special assignments as needed for department initiativesA subject matter expert in billing processesCollaborative mindset with an ability to build and maintain excellent working relationshipsRequired 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 metGeneral knowledge of accounting and financial reportingAbility to handle multiple deliverables for either daily processing and / or expanded strategic initiativesProfessional written and verbal communication skillsDemonstrates attention to detailAn understanding of technology and the ability to incorporate that understanding into process improvementsAbility to work independently while effectively managing and finding resolution to complex situationsCareer oriented teammate seeking to grow within the organization2 years of experience relating to reconciliation, billing, project management, trading and / or managed products service supportDesired Skills / Experience :
Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting