Operation Support

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

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 401 (k) 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/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 a 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.