Operations Specialist Associate

4 weeks ago

Indianapolis, United States BCForward Full time
Job DescriptionJob Description

The Operations Specialty Associate II is focused on plan life-cycle events and works closely with Client Management Services to provide daily administration of all types of Retirement Plans. Responsible for the reviewing, interpreting and updating of complex plan maintenance changes. Responsible as an individual and as a member of a team for the overall quality of service provided to internal and external customers and must prioritize workload in compliance with established turnaround times and deadlines. This position will be called upon to assist with training team members and to assist with team projects, initiatives, and active ownership of assigned duties. Should demonstrate an in-depth knowledge and mastery of all plan life-cycle events.

Exceeding the expectations of a Operations Specialty Associate I and demonstrates the ability to perform at the Operations Specialty Associate II level.

  • Basic plan document knowledge and and the ability to expand skills and abilities.
  • An ambitions team player and self starter. Focused on operationally supporting required reporting and ongoing plan maintenance requests throughout a fiscal year for all types of Retirement Plans.

This includes but is not limited to:

  • Independent management of assigned case load and providing assistance to co-workers when needed.
  • Adhere to regulatory and department standards/guidelines with assigned tasks.
  • Pro-actively analyze and identify solutions to complex tasks.
  • Collaborate with other teams/departments as needed to provide a positive customer experience.
  • Reference documented procedures and additional resources to accurately complete requests.
  • Quality checking completed transactions based on the auditing requirements provided by SOC1.
  • Additional functions that supports the operational team - Including reporting, metric gathering, analyzing SLAs, follow-up, and communication with other departments.
  • Performs other special projects or research work assigned by management.
  • Facilitate meetings and communicate updates with identified parties.
  • Assists with internal and external audits.

1 Year or more related work experience history with Operations and Retirement Services experience

Company DescriptionAbout 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 receivCompany DescriptionAbout BCforward\r
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.\r
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.\r
BCforward is an equal-opportunity employer. All qualified applicants will receiv

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