Operations Specialist

Position Title: Operations Specialist

Location: Chandler, AZ

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: 7 months

Job Type: FULL TIME (40hrs/week), CONTRACT, ONSITE

Pay Range: $21.02/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.).

Shift:

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

Requirements:

• Excel
• Bachelor's degree in finance or accounting
• 0-2 years of experience in the field or in a related area preferred
• Knowledge of commonly used concepts, practices, and procedures within the mutual fund industry is a plus

Job Description

• As part of Wealth Management Operations (WMO), Investment Information Management Organization the Dividend Specialist is responsible for ensuring the accurate and timely processing of all mutual fund dividend distributions and reinvestments for their assigned mutual fund companies.
• This involves maintaining distribution calendars for both domestic and international fund groups, monitoring email communications from fund agents, creating transactions within the dividend system for downstream processing, and preparing trade logs for manual dividend reinvestments.
• Responsibilities --
  - Responsibilities may also include analyzing various quality control reports, researching ledger variances, and maintaining Control metrics.
  - Forty plus hours per week is the expectation with a significant amount of overtime being required towards year-end.
  - Attendance and punctuality are essential components of the position; therefore, unexcused absences and tardiness could result in dismissal.
  - Must be able to work as a team and independently.
• Required Skills:
  - Excel
• Desired Skills:
  - Bachelor's degree in finance or accounting
  - 0-2 years of experience in the field or in a related area preferred
  - Knowledge of commonly used concepts, practices, and procedures within the mutual fund industry is a plus

Keywords:

Wealth Management, Investment, financial, banking, mutual fund, dividend, transactions, processing, trade, 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 241650 when responding to this ad.