Order Processing Specialist

Essential Duties and Responsibilities

• Performs order processing and cash receipting (application) of credit card and bank payments.
• Analyzes, sorts and routes source documents per departmental procedures.
• Generates invoices, letter, dues notices, and other documentation related to order processing.
• Navigates a complex, centralized CRM database (UX8) to verify and enter data.
• Identify order types and appropriately process or route based on written SOP documents.
• Memorize many processes in a variable "if, then" workflow process.
• Adhere to standard operating procedure (SOP) documents.
• Completes batch processing for lockbox and credit card orders.
• Works closely with other departments (e.g.: registration, membership, customer service, exhibits, sponsorships, contract programs, e-learning, CEBS, ISCEBS, publications and research) and processes related orders.
• Execute mathematical functions (addition, subtraction, multiplication, division) for accurate tally and reconciliation processes.
• Balance daily work and run reports for accounting overview.

Supervisory Responsibilities

No formal supervisory responsibilities; however, incumbent may be required to train/mentor more junior staff members on basic tasks, programs or functions.

Required Education/Experience

• A high school diploma with strong mathematical skills. An associate's degree in business administration, finance, or accounting is a plus.
• Prior experience (1+ years) in cash application, cash balancing or order processing with reconciliation of credit card orders is strongly preferred, but willing to train the right candidate.

Minimum Qualifications/Skills

• Be able to work in a normal office environment where regular interruption is common (emails, phone calls, instant messaging, and face-to-face) during the course of conducting work.
• Have strong computer skills, and the ability to learn new programs and processes quickly and accurately.
• Be proficient in Word, Excel, and Outlook. Preferably will have some experience with SmartSheet.
• Have CRM Experience (strongly preferred) or some other experience with a centralized database.
• Demonstrate a successful track record of working in a fast-paced environment that requires effective multi-tasking, prioritization and time management.
• Be able to think in a branched workflow process with many "if, then" scenarios
• Have a strong attention to detail.
• Have strong mathematical skills.
• Be highly organized.
• Have experience working both as a function member of a collaborative team, and independently with little supervision.

Compensation & Total Rewards

• The hourly pay for this non-exempt-level position is $17.86/hour.
• The Foundation offers a generous total rewards package. Our incredible benefits package includes a comprehensive and affordable medical plan (which includes 24/7 Teledoc), vision plan, dental plan, FSA (medical and dependent care), Employee Assistance Program (EAP), long term disability, short term disability, ample PTO (vacation, sick, holidays) and more!
• Our retirement plan includes a defined benefit (pension) plan AND a non-elective company 401(k) contribution AND a 401(k) matching contribution.
• Unique organizational perks include free Milwaukee County Zoo passes, an on-site fitness center with yoga, stretch, and strength training classes, mindfulness sessions, a bocce league, game nights, and even a cribbage club to name a few!

About Us

The International Foundation of Employee Benefit Plans is North America’s largest membership organization for those who work with employee benefit plans. The Foundation’s employees make a HUGE impact on the livelihoods of millions of workers across the U.S. and Canada because of the work we do in providing education and research to the benefits community. Employees enjoy an outstanding benefits package, unique employee perks, creative and caring co-workers—all within a family-friendly workplace. Speaking of workplaces, the Foundation is tucked into a 15-acre wooded slice of nature in the heart of Brookfield. We’re small enough for you to have ongoing, meaningful impact on the organization but big enough to make international news. Visit us at www.ifebp.org or connect with us on the socials.