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0-5 years of experience
Head of the transfers in kind department, responsible for writing and implementing new standard operating procedures which resulted in an increase of efficiency by over 50%.
- Operated independently under tight deadlines, successfully executing multi-million dollar transactions.
- Analyzed daily trade settlement reporting, investigated discrepancies and prepared resolution reports.
- Researched unknown dividend and settlement activity, properly identifying and correcting positions.
- Built strong customer relationships. Set up and maintained new accounts, executed transfers, completed commission and dividend settlement reporting.
- Contributed to team success in a fast paced environment. Frequently took on additional responsibilities.
0-5 years of experience
Consistently re-evaluated internal processes to detect inefficiencies and identified new PRG best practices
- Purchased supplies and managed adequate stock while controlling cost
- Resolved concerns, conflicts, and problems to ensure that services are provided in a professional and safe manner
- Demonstrated experience balancing multiple commitments and adapting effectively in a fast-paced environment
- Strong organizational skills and attention to detail with understanding of project management principles and processes
0-5 years of experience
Evaluated performance of 4 carriers and selected primary partner by using cost benefit analysis
- Meticulously developed claims process resulting in over 30k in savings over a 6 month period
- Built and maintained over 6 external partner and vendor relationships
- Coordinate returns, damages and replacements of over 30 orders per day
- Created logistics dashboard that enabled me to track over 150 orders at once
- Displayed leadership by training incoming associates and being a point of reference
- Worked with over 20 different vendors to manage inventory and settle quality issues
0-5 years of experience
The leading provider of commodity transportation services for the U.S. government, the United Nations, Private Voluntary Organizations, and private commercial entities
- Responsible for investment transaction data quality and accuracy of over $16.5 million of commercial invoicing last year including all vessels in the dry bulk and Ro-Ro fleet.
- Developed emerging trade routes and territory management plan for imports to the US Gulf that will generate an additional $120,000 in backhaul revenue.
- Built multiple Excel models to provide financial projections to traders and analyze post-fixture data for the CFO.
- Individually responsible for all Charter Party review and corrections including maintaining a database for tracking and filing all Original’s.
- Developed an Excel laytime calculator and negotiated the application of contractually agreed terms and conditions for all commercial and cargo preference voyages.
- Created and maintained a master database tracking all port charges over a 3 year period which facilitated the calculation of historical averages for negotiating rates and served as a financial projection for traders.
- Designed an Excel abstract implemented throughout the fleet to monitor vessel operations and successfully protect the firm from $25,000 of performance claims last year.
0-5 years of experience
Performed surveys for field data collections and information gathering/sorting in small teams, traveled with a team of 13 to regional and national locations on deadline-driven assignments.
- Trained in data collection techniques and the use of highly confidential proprietary software.
- Briefed site managers on team operations and requirements in order to facilitate accuracy, security, and timelines during ongoing operations.
- Consulted with partners, engineers, and operations managers to enhance Google’s mapping product using data capture and extraction with exceptional quality and accuracy.
- Represented projects and negotiated details with Google’s local business partners.
- Edited and aligned CADD maps with proprietary software to Google’s internal mapping system.
- Evaluated and recommended necessary actions to refine and facilitate the launch of Google’s product.
0-5 years of experience
Assisted in day to day operations of dually registered investment advisor/broker dealer
- Updated clients’ portfolios cost basis in Axys for splits and transfers
- Calculated quarterly advisory fees for separately managed accounts
- Allocated dividends and maintained client percentage change in securities
- Approved and distributed wire transfers, created Microsoft Outlook client lists to facilitate mass mailings
- Assisted in accounts payable and bank reconciliation
- Company ceased operations in 2013
0-5 years of experience
Provided administrative, operational and analytical support to Two Investments Operations Managers and served as back-up for other team members
- Responsible for supporting the operations department by facilitating the completion of fund transactions, communicating with Portfolio Manager’s, transfer agents, consultant and other interested parties
- Served as primary back-up for evaluating trade order and processing client transactions and account transfers
- Established new accounts as well as coordinated initial and subsequent investments
- Worked closely with internal legal and compliance departments to coordinate investment operations
- Provided quality service to clients, banks, trust companies, broker/dealers and service providers
- Performed daily account maintenance, generated reports, prepared correspondence and special projects as assigned
0-5 years of experience
- Managed the company’s e-retail accounts with a combined monthly sales average of $500,000
- Coordinated monthly price promotions and rebates based on analysis of daily pricing, quantity sold, and market exposure
- Developed a revised marketing plan by reallocating the previous marketing budget into more cost-efficient promotions, which led to an increase in e-retail sales by 15%
- Implemented an internal cross-referencing system to reduce compliance issues with shipments to customer
0-5 years of experience
- Audited sales process for over 1,000 new client accounts. Reported findings directly to upper management. Facilitated implementation of major changes to sales tactics and internal sales auditing
- Contributed to a team widely recognized at the company for raising client retention rates starting in the 4th quarter of 2013. Geared compliance reporting structure towards client understanding, viewed as the driving force behind spike in client retention
- Used Call Miner and Excel to gather data and build 31 extensive reports regarding sales trends, tactics, and efficacy
- Improved listing quality for over 600 existing clients
- Addressed developing technical issues arising from installation of auto-crediting and online appointments software launched by Felix in December 2013
- Created monthly invoices for Felix’s largest 203 clients, handled in-depth client inquiries and provided per location breakdowns for all of each client’s subsidiary locations
0-5 years of experience
Researched and prepared reconciliation reports for various outsourcing clients internal trading files.
- Analyzed RVP/DVP reconciliation reports of cash and position breaks for various fixed income products. (MBS\FNMA\GNMA\Treasuries\Corporates).
- Investigated and reported various reasons that caused different internal breaks (factor adjustments, CMO adjustments, etc.) on ADP system (BTSU, Cage 3, Impact systems).
- Prepared and monitored the daily reconciliation of stock record breaks
- Organized solutions to resolve daily trading errors with various brokerage houses.
- Coordinated with internal areas to correct daily position and\or cash breaks.
- Proficient in reconciliation of various accounts within checkfree system
10+ years of experience
Handled daily account reconciliation, cash movement, review reports, and gathered quarterly data
- Distributed capital calls, reporting, special projects and reviewing of statements
- Supported the development operations/data management policies, strategies and operational guidelines for the organization’s various financial products as they relate to the analysis, tracking, and reporting of various risk metrics
- Managed account transfer process and confirm all assets are received upon completion
- Researched accounts discrepancies & communicate in statements
- Trained & Coached co-workers and new employees on proper banking processes & procedures
0-5 years of experience
Leads receiving department team to unload and inventory new merchandise received from distribution centers.
- Operate Forklift to unload shipments and distribute stock to designated storage areas with zero accidents.
- Track incoming stock and daily customer shipments with 100% accuracy using an RF (Radio Frequency) Gun to verify tracking information against computer generated manifest.
- Completes quality control inspections on all incoming and outgoing merchandise. Coordinates repair with 3rd party contractor when necessary.
- Responsible for merchandise rewrap and packaging all outgoing merchandise for final sales to consumer.
- Supervises receiving department team in receiving, restocking, delivery preparation and shipment of merchandise with 100% accountability.
- Selected by manager to complete stock inspections to track and update current stock in order to maintain 100% inventory accuracy.
6-10 years of experience
Served in Operations as the “middleman” between most of the company’s core departments (i.e. Sales, Treasury and Accounting). Role consists of back office processes including but not limited to transactional processing, reconciliation and report maintenance.
- Currently serving as “Workload Coordinator” for our Private Client Services team, reporting directly to the Vice President, coordinating workload coverage globally, coaching fellow team members, organizing weekly meetings and managing projects
- Maintained a superior processing level in both quality and quantity, often placing in the top 20% of Operations processors for productivity
- Trained multiple operations associates throughout my tenure within various teams: General Operations, ODL Securities Ltd and Active Trader Group
- Selected to travel to London, England in September 2010 to assist with the merger of the Operations departments during FXCM’s acquisition of ODL Markets Ltd
- Transitioned to the Active Trader Group within Operations, FXCM’s premier client group, assisting ATG sales and clientele with net worth above $50,000
0-5 years of experience
Direct responsibility for supervising, motivating, training and the evaluation of 14 hourly represented workers
- Managed employee turnover rates, hiring of replacements, department spending, and company safety
- Monitored the beef production product line from initial processing, packaging, storage, and shipment
- Tracked and recorded all production floor downtime, due to mechanical failure, personnel issues, and part/product shortages
- Set product inventory goals and scheduled transfers as required and needed
- Prepared, monitored and coordinated the budgets, production schedules and expenditure of operations
- Presented charts and briefed upper management on production goals and schedule impacts
- Have completed the following training programs: “Seven Habits of Highly Effective People”, and CANAPS Front-Line Leadership Development, an FOM Program.
0-5 years of experience
Managed operations and HR for the only provider of fully-corrected text solution for quarterly earnings conference calls held by public companies.
- Managed process workflow by scheduling and interacting daily with 12+ vendors and 100+ MBA-editors.
- Published corrected transcripts by listening to earnings conference calls and researching terms/details.
- Directed HR by hiring vendors, MBA-editors and in-house Operations staff, and processing payroll.
- Designed process flowcharts and project timelines and documented Guides.
0-5 years of experience
Started as a cashier and was quickly promoted to Operations Associate
- Created and maintained orders along with scheduling of deliveries.
- Created and maintained detailed reports for managerial review.
- Heavy customer service and assistance involving project needs.
- Handling of deposits and acted as a backup cashier when needed.
- Heavy phone work including telephone sales, performed inventory and administrative duties.
0-5 years of experience
Expedited the accurate processing of account transfers, retirement accounts and private placement purchases
- Resolved complex inquiries from advisors in coordination with a clearing firm
- Trained and mentored new employees
- Involved in the establishment and documentation of operational procedures
- Proficient in cashiering, opening of accounts, trade reconciliation, trade breaks and settlements
6-10 years of experience
Managed the payment process for the execution and tracking of contractual funding for National Account Customers.
- Communicated issues to the Sales Managers and various cross functional teams ensuring timely resolution.
- Monitored report of customer payments to ensure timely processing within contract terms.
- Provided support to Sales when needed for customer inquiries and requests.
- Reviewed audit trail report for daily activity to ensure SOX compliance.
- Updated key controls for outstanding items.
- Identified adjustments and prepared journal entries for accurate financials.
- Utilized Business Objects to analyze transactions for quarterly finance and planning review.
0-5 years of experience
Managed all construction, maintenance and repair activity for four family shelters and one retirement home
- Cleared all properties of Department of Building violations including local laws, FDNY, ECB, etc
- Project management for all of construction activities including proposal process, purchase order preparation and project management
- Prepared comparisons of proposals for Executive Vice President to determine course of action, budget preparation and progress of all vendor proposals
- Improved operational systems, processes and policies in support of organizations mission — specifically, implemented a financial/audit committee, a monthly financial forecasting model, OSHA standards in artist studios
0-5 years of experience
- Operated different types of mechanical equipment (pallet truck and stock picker).
- Successfully complete all jobs by time requested such as order pick with voice or RF scanner.
- Assure delivery of merchandise to designated areas.
- Initiated “rush procedure, ” which guarantees “rush” pallets of 300 cartons or more will be completed within 1 hour of submission with ; met all guaranteed deadlines and enhanced storage operations.
- Earned the monthly “Employee Appreciation Certificate” for working “Above Expectations”.
10+ years of experience
Ensured all schools were up code per the California regulations, with special regard to fire code, and child safety.
- Cleaned and maintained all facilities inside and out. Including, painting, plumbing, gardening, landscaping, and furniture assembly.
- Experienced team member, executing work orders, following corporate policies, and ensuring assigned tasks are completed in a timely fashion.
- Managed and coordinated all aspects of the maintenance services, including those related to facilities and equipment.
- Performed and managed all daily, monthly, and yearly duties of a operations associate.
0-5 years of experience
Chosen to manage relationships with 2 call center vendors representing $1MM in contracts
- Monitored and maintained vendor call center performance for 4 offshore sites in Central America and Asia, recognized by site management for increase in performance of 3500+ agents
- Diplomatically and collaboratively identified and addressed call center and agent performance issues successfully satisfying contract terms and government regulations
- Strategized and negotiated remedies to issues and risks resulting in an increase of Customer Satisfaction survey scores from 78% to 89.5%
- Developed and revised delivery style of train the trainer and call center associate training resulting in improved material intent comprehension and agent ability to effectively address customer needs
- Developed and delivered call center newsletter, bulletins and support communications providing consistent and timely updates to ensure agents had updates
- Proactively cultivated relationships with leaders of interrelated departments to share best practices and resources
0-5 years of experience
Drafted and implemented the company operations manual of procedures for handling issues such as identity theft, fraud, and gathering necessary information for legal matters
- Improved, problem solved and updated company CRM system for [company name] sales team
- Suggested and implemented ideas to solve customer disputed charges
- Handled Better Business Bureau comments and found agreeable solutions to customer concerns
0-5 years of experience
- Business Operations: Presented growth strategies for [company name] to enter new markets by examining industry data, determining pricing strategy, and creating an execution plan
- Quantitative Analysis: Conducted extensive data analysis leading to creation of a new product that generated 40% higher revenue than previous version of product when tested for Patch.com
- Problem Solving: Successfully brought together cross functional teams in engineering, product, and finance to reconfigure the customer payment flow leading to a 60% reduction in billing issues
- Communication Skills: Managed communication with senior leadership and other project stakeholders through weekly stoplight reports covering project updates, road blocks, and wins
- Project Management: Developed plan to launch campaigns faster through strategic partnerships, reducing operating costs, and increasing sales organization productivity by 30%
- Quantitative Analysis: Conducted extensive data analysis leading to creation of a new product that
0-5 years of experience
Maintained 95% during monthly operation audits pertaining to sales floor operations, administration, and security protocol procedures.
- Accounted for $60k in monthly customer mobile phone trade-ins for [company name] customer accounts preventing retail sale associates charge backs.
- Utilized SAP to conduct weekly and monthly (PI) Physical Inventory cycle counts to account for over $150k in retail merchandise to account for zero discrepancy variances.
- Conducted daily store opening operation procedures consisting of accounting for daily register cash and vault change fund.
- Checked open and close checklist to ensure sales associates conduct daily opening and closing procedures.
- Review daily (EOD) End of Day folders for any customer discrepancies and secure customer information.
- Updated store branding displays and promotions for store per corporate guidelines.
- Coordinated with Store Manager and Assist Store Manager to implement disciplinary action toward sales personnel not following company guidelines.
0-5 years of experience
Managed Amazon vendor account and grew the business by 50%.
- Managed monthly cargo container deliveries to replenish inventory Hawaii.
- Managed inventory, performed bi-weekly inventory counts to identify short-date inventory and updated MRP system.
- Delegated employee duties, performed warehouse housekeeping and scheduled delivery routes.
0-5 years of experience
- Reduced man hours by 83% by designing and building an Access database to streamline the statement reconciliation process (one of two critical functions)
- Designed and built an Access database to streamline the scrubbing of 22,000+ recipient records, bringing 1,300+ exceptions to senior management’s attention
- Created a review process to scrub and maintain client data for the book of 14,000+ accounts, uncovering 900+ high risk errors in the initial review
- Created templates for batch jobs using Excel to control and restrict formatting, reducing man hours to an average of 13 minutes
- Designed SharePoint site to maintain a clear audit trail of manual mailings
- Tracked and reconciled over 100,000 transactions while training seven team members for the rebuild of a client account
- Clients commented on my “responsiveness and attention to detail†in a satisfaction survey
0-5 years of experience
Key member of three persons operations team for 5-year-old startup charter school serving Pre-K to 6th grade students.
- Supported communication between parents, staff, students, and teachers as first point of contact via phone and in person.
- Assisted Executive Director in recruiting teacher applicants and communicating with interviewees.
- Established literacy center and categorized all schoolbooks and magazines to be used by students and teachers.
- Handled customer service, student early/late dismissal, and administrative duties at front desk.
0-5 years of experience
Conducted a variety of production, processing and administrative functions to support internal customers in Mail Operations, Records Management, and the Remittance Processing areas of [company name]’ Transfer Agent. Multi-skilled across different functions and supported changing business needs.
- Assessed and solved problems of varying scope and complexity within established policies and procedures.
- Read incoming mail items to determine the proper transaction types, departments and queues and prepares batches for scanning.
- Reviewed signature guaranteed letters and official documents to determine good order.
- Researched daily work items to ensure proper handling.
- Retrieved ATM deposits, logs deposit items and prepare a daily ATM deposit report.
0-5 years of experience
- Supported Director of Operations, Director of Student & Family Affairs, and Principal.
- Independently coordinated with multiple offices of the Department of Education to ensure policy compliance, combined with managing student records.
- Collaborated extensively with internal departments to handle a high volume of phone calls and coordinated special events.
- Retrieved, maintained, updated and stored confidential information including student documents, and coordinated the post-lottery process; student registration, orientation, and mass mailings.
0-5 years of experience
Conducted high-level license verification check, ensuring registered representatives were properly licensed to sell variable annuities and mutual funds.
- Processed and reviewed new brokerage accounts for home office books and records which serviced 4,185 Financial Representatives, providing advice regarding client new account documentation and ensuring all accounts were in compliance with requirements of Bank Secrecy Act (BSA), Know Your Customer (KYC), Anti Money Laundering (AML), and Park Avenue Securities policies.
- Reconciled and cleared highly visible backlogged commissions aged over 180 days to less than 30 days for 1500 accounts by analyzing discrepancy trends related to account registration and social security mismatches as Senior Associate direct liaison between Reconciliation (Recon) and Commissions departments.
- Managed daily fund sponsor reconciliation project by creating structured process for Non Brokerage department through weekly quality check meetings for team of 7, reducing human error rates 80%, meeting deadlines, providing quality assurance, and adhering to financial regulatory standards.
- Acted as team lead on interim basis during integration process, delegating work amongst team and training all interns and temporary employees.
- Created simplified work flow by implementing document changes.
0-5 years of experience
- Searched and updated resume and candidate leads from various employment websites and sent appropriate leads to the various teams
- Maintained, updated, and organized client files to ensure completeness and accuracy
- Answered phones and communicated with potential candidates and clients on a weekly basis
- Performed an assortment of office duties that contributed to overall efficiency
- Updated and maintained HR database (TempWare) with client and candidate data
0-5 years of experience
Validated, processed, and closed out opportunities for each deal completed by the Box Sales Team
- Acted as an impartial facilitator between the Sales and Finance teams in order to streamline the Sales Team’s compliance with cross functional data integrity needs
- Ensured the clean input of leads into company’s CRM to enable efficient and targeted follow up by salespeople
- Data cleanup efforts, allowing to tell accurate stories with aggregated analysis and informing important decisions that will drive the future of the Sales Team
- Identified process inefficiencies and worked collaboratively and cross functionally to address them
- Developed, communicated, and executed clearly defined internal Sales oriented policies
- Processed sales requests in Salesforce for approximately 450 salespeople
- Developed and enforced clear, scalable rules of engagement for sales teams
- Conducted training and create documentation around all sales systems for our global sales organization and cross functionally to other departments
- Provided training for newly hired Sales Operations personnel, created process documents in order to provide fast and quality training
- Executed Salesforce data cleanup projects to assist smooth Zuora – Salesforce integration
0-5 years of experience
Responsible for screening and onboarding new clients, including fraud and risk analysis.
- Solely Responsible for communication and on-boarding of new IRA, SIPP, and SSAS custodial firms. Also in charge of on-boarding all new incoming Canadian clients.
- Assisted Fraud Prevention Team with early identification and analysis of suspicious trends and activities.
- Communicated with and scheduled shifts with our other offices across the globe, including San Francisco, New York, London, Paris, Hong Kong, and Sydney.
- In charge of creating and implementing team ideas to improve global operations efficiency.
0-5 years of experience
- Gathered data, researched and analyzed differences in cost vs. benefits, and made a recommendation for the most suitable healthcare vendor for the company
- Managed health plan, 401k, short and long term disability, and flexible spending benefits enrollment for 100 employees, including organizing and facilitating meetings, and acting as the focal point for information.
- Acted as the liaison between healthcare vendors and staff, and reviewed applications and supporting documentation for accuracy and completeness before processing
- Provided employees with routine pay and compensation support, by answering inquiries and providing information on specific employee situations
- Supervised and maintained contracts with office vendors by researching invoices for accuracy and processing payment
- Determined responsibility for building maintenance issues, arranged and scheduled repair activity, acted as the liaison between management and office vendors, and communicated plans for resolution with supervisors and staff
- Updated travel and expense guidelines and budgets by rewriting policy documents and generating balance sheets
0-5 years of experience
Audited documents such as IRA forms, legal documents and letters, to ensure quality upon SLA, SOP, KYC and UDAAP standards.
- Monetary posting and settlement of all transactions of the Retirement Services department.
- Ensured all Incoming Transfer of Assets documentation met current bank standards and requirements upon receipt or sent.
- Served as Quality Auditor, utilizing knowledge of regulations and ensured compliance to help minimize financial risk.
- Daily settlement of forms 1099R and 5498 according to the General Ledger for the Retirement Services department.
0-5 years of experience
Management and collection of customer accounts receivable.
- Oversee total accounts receivable with an aging in excess of $5.5 million.
- Managed customer accounts, including but not limited to invoicing, purchase order tracking, account resolution and working with client to resolve outstanding issues.
- Audited accounts to ensure accurate billing and client specific information.
- Served as support liaison for Strategic Accounts Executive, multiple field offices and external clients located both nationally and worldwide. Offered support with questions pertaining to those local/regional accounts including but not limited to client billing, payment policies and/or procedures, internal software issues, etc.
- Routinely asked to assist and/or take on more challenging account groups in an effort to complete outstanding billing issues and facilitate account resolution.
- Coordinated and participated in multiple team building and volunteer events within the Strategic Sales & Operations division.
0-5 years of experience
Ran recruiting efforts for a growing Series A startup; increased the engineering team size by 300%
- Prospected and sold potential candidates on the opportunities at Gametime
- Negotiated compensation packages and offers for prospective candidates.
- Ran the company’s Applicant Tracking System, and on-boarded all candidates complying with I9 regulations.
- Assisted in writing growth and promotional messages to user base.
6-10 years of experience
- Balanced and reconciled customer accounts.
- Created adjustments to ensure debits and credits were equal.
- Evaluated Reconciliation Procedures then provided feedback and recommended improvements to management.
- Monitored and tracked data in Reconciliations Department.
- Cross-trained on multiple functions across check operations areas.
- Reconciled at a fast pace through motivation and by maximizing teamwork.
- Track and research statistic for the department.
0-5 years of experience
Managed account receivables aged over 180 days which was in excess of $4.5 million.
- Managed customer accounts related issues including invoicing, purchase order tracking, account resolution and resolution of outstanding issues.
- Responsible for gathering necessary account data to assist management with decision making.
- Served as liaison for field offices and Operational Support Groups. Responsible for answering questions pertaining to accounts including client billing and payment policies and/or procedures.
- Audited accounts to ensure accurate billing and client specific information.
- Financial reporting.
0-5 years of experience
- Initiated, planned, executed, controlled, and completed projects in coordination with operations, management, and sales.
- Managed service work completed by subcontractors including sourcing of materials, scheduling, invoicing, customer service.
- Technical familiarity with the electro-mechanical functioning of access control and perimeter security equipment including crash barriers, electronic gates, CCTV systems, DVR’s, etc.
- Ordered, received, and shipped materials needed for projects
0-5 years of experience
- Maintained and complied updated patients medical records and appointment scheduling
- Processed patient referrals, patient procedure authorizations requests and medical insurance verifications
- Prepared medical correspondence and all necessary communication for the physicians
- Assisted with translating medical results / terminology and informing physicians and patients
- Managed medications inventory and provided weekly reports to pharmacy departments
0-5 years of experience
- Prepared contracts, amendments, Master Service Agreements, and Statement of Services.
- Generated weekly and monthly sales projections to forecast revenue.
- Answered incoming calls from the sales operations queue.
- Collaborated with the key functional departments including: Marketing, Accounting, and Finance on all business processes.
- Drafted reports for the board of directors to make operational decisions.
- Developed process and procedure documentation
10+ years of experience
Trained and developed associates in product knowledge, selling skills and other relevant areas.
- Provided and inspired outstanding customer service and motivate
- Trained multiple clinics consisting of at least 15, or more, do-it-yourself
- Proficient in numerous computer related programs and internet search
- Managed inventory for a department consisting of thousands of products.
- Conducted Safety meetings with over 100 employees in attendance.
- Home Depot Store Safety Captain
- Winner of numerous awards including customer service and employee of the month.
0-5 years of experience
Manage high-level advertising campaigns including client relations, execution, trafficking, copy writing and data analysis for online food publication with +1.8 million subscribers
- Optimize inter-departmental collaboration for advertising campaigns
- Track and report key performance indicators
- Perform quality assurance of email product and website
- Drove accounts receivable to 100% of yearly goal
- Supervised social media outlets (Facebook, Twitter, Instagram, Google Plus) and customer service portal
6-10 years of experience
Respond to customer contacts via phone and automated systems alerts via ticketing system
- Utilized a variety of tools and resources to monitor system readiness and report changes as needed
- Worked with customers and internal personnel to evaluate, troubleshoot, and resolve or escalate problems to appropriate Tier2 personnel and vendors
- Performed Tier1 Windows administration tasks, e.g. server patching, basic troubleshooting Windows/Unix Servers
- Followed defined processes and technics depending on customer, nature of problems and severity
- Helpdesk Tickets to be completed in timely fashion according to Internal Operational Process. Root cause will be identified for all tickets tracked by the Operations Manager
- Ensure that all tickets are acknowledged within the SLA’s timeframe. Ensure all steps taken and the problem resolutions are documented by the end of the shift
- Monitor all CSO’s and problem tickets to ensure SLA compliance.
0-5 years of experience
Provide practical and logistical administrative support to Human Resources Division and Human Resources Senior Vice President, including calendar management; travel arrangements; communications; reporting; events; on boarding and off boarding of staff; special projects
- Track statistics and information relevant to division and corporation; editing of reports and work plans; process invoice payments and expense reports for vendors and staff; monitor financial items and budget
- Manage corporate Employee Recognition Program, directly overseen by Executive Office
- Revamped digital files and trackers for improved organization and more intuitive access to information; drafted Human Resources Operations Manual
- Recruiting support, including applicant screening, panel participation, filing, and compliance
6-10 years of experience
One of the world’s largest processors and marketers of chicken, beef and pork, and the second-largest food production company in the Fortune 500.
- Entry level management position that is responsible for learning all aspects of supervising various poultry production lines and maintenance departments.
- Ensuring that all product quality and safety processes are being followed consistently, promoting a safe work environment, and performing other responsibilities as needed.
- Maintain appropriate temperatures and conditions in machinery throughout the plant.
- Facilitate operations with preventative maintenance and repair any technical malfunctions in a timely fashion.
- Monitoring production lines at a constant maximum efficient rate when supervisor or team leader are not present.
- Operating machinery and performing labor tasks in order to reach within the company’s goals.
0-5 years of experience
- Analyzed and balanced the firm’s books to the bank statements relating to all security and cash settlements for various entities and currencies.
- Reconciled the stock record position report for broker dealer entity, coordinating with other operations areas to resolve issues/breaks. Also worked with Regulatory to provide data for the 15c3-3 reserve calculations.
- Worked with upper management to implement and execute a more automated process for the stock record reconciliation.
0-5 years of experience
Provide advanced, diversified, secretarial and administrative support to the Operations group
- Independently manage telephone calls, messages, calendars and email
- Collect, compile and analyze data and information for inclusion in reports or presentation material
- Discuss fund requirements, rules and processes with FA’s and sales assistants, assist in completion of required paperwork
- Open, distribute and process all A.I Operations daily mail, review and process subscription and redemption requests
- Update fund subscription documents to the Mssb platform systems
- Fund reconciliations, send wires for fund purchases, provide A.I. Platform fund estimates and final K1s during tax timings
Operations Associate Duties and Responsibilities
As mentioned above, the specific duties and responsibilities for Operations Associates depends on their industry of employment. For example, an Operations Associate in the fashion retail industry and an Operations Associate in the airline industry will have different responsibilities. With that being said, here are the Operations Associate duties and responsibilities that transcend industries.
Place Supply and Inventory Orders Operations Associates are responsible for placing the supply and inventory orders for their employer. This could be as basic as making sure the office has office supplies, or this could involve ordering stock in a retail environment.
Source and Screen Candidates Operations Associates wear a few different hats within an organization. One of these hats is HR employee, as they are often involved in sourcing and screening candidates. This requires one to fully understand the expectations of an open position, and the ability to articulate to candidates the perks of working with one’s company.
Assist in the New Hire Onboarding Process Operations Associates are typically responsible for handling the paperwork involved with officially bringing a new candidate on board. They’re also responsible for orientating the new hire to their position, and they must be available to answer any questions the new hire may have.
Assist in Creating Employee Schedules Operations Associates assist the Operations Manager in creating employee schedules. This also involves processing sick time, vacation requests and maternity leave. This task requires optimal organizational skills.
Help Operations Manager Implement Company Standards of Procedure The Operations Manager is often the creator of a company’s Standards of Procedure. Operations Associates are the manager’s agents for implementing these procedural standards. This includes conducting employee performance reviews and documenting any write ups.
Operations Associate Skills
Operations Associates rely mostly on their brains to perform their duties and responsibilities. They rely on their mathematical acumen to complete clerical tasks, such as creating sales and budget reports. They also rely on their organizational skills to create employee schedules, manage inventory and source and screen candidates. Speaking of candidates, Operations Associates in most companies are involved in the hiring process. This means they must also have good communication skills. The following list of skills is composed of the skills that popped up most frequently during our research of Operations Associate job descriptions. Proficiency with Spreadsheets: Whether it is creating employee schedules, managing inventory or keeping track of candidates, Operations Associates must be proficient with spreadsheet software. Organizational Skills: Operations Associates are responsible for keeping track of several important employee documents. Although technology has made this easier, they still must have good organizational skills to do their job. Written and Verbal Communication Skills: Sourcing and Screening candidates involves communicating with a lot of people. This can be done either through emails or over the phone, so Operations Associates must have both written and verbal communication skills. Accuracy and Attention to Detail: Implementing a company’s procedural standards requires the utmost accuracy and attention to detail. Operations Associates also need attention to detail when managing inventory. Analytical Skills: Operations Associates call upon their analytical skills when evaluating candidates as a potential fit for a particular job opening. They also use their analytical skills when creating sales and budget reports.
Operations Associate Salary
According to online sources, the national average salary for Operations Associates is $44,343. Those at the bottom of this scale earn $25,000, while those at the top of this scale earn $76,000.
Operations Associate Resources
APICS – The APICS is the leading professional association for anyone who works in Supply chain management. They have over 45,000 members in over 100 countries, many of which are Operations Associates. They have also certified 125,000 professionals through their certification programs.
RecruitingDaily.com – Recruiting Daily is one of the top blogs in the recruiting industry. It is a great resource for Operations Associates who find themselves responsible for sourcing candidates.
Workology – This blog is run by industry professionals, and is a great place to keep current on industry trends. It also has a corresponding podcast.
Administrative Cover Letter Examples
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Operations Associate
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
