Operations Agent Resume Samples

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D Lemke

Dorthy

Lemke

231 McCullough Summit

Philadelphia

+1 (555) 136 1642

231 McCullough Summit

Philadelphia

Phone

p +1 (555) 136 1642

Experience Experience

Los Angeles, CA

Operations Agent

Los Angeles, CA

Russel, Beer and Stracke

Los Angeles, CA

Operations Agent

Assist in local ground and air dispatch
Cold chain management including ordering, preconditioning, assembly and storage of packaging supplies
Responsible for daily filing, faxing, phone calls and emails
If you are not selected for this job posting, you will not be eligible to reapply for this position in New York for 12 months from the day you applied
Southwest Airlines will consider your interest for Los Angeles / Operations Agent position if you are currently a resident of California or can provide established residency in the state of California
If you are not selected for this job posting, you will not be eligible to reapply for this position in
Southwest Airlines will consider your interest for San Jose, California if you are currently a resident of California or can provide established residency in the state of CA.

Philadelphia, PA

Ground Operations Agent

Philadelphia, PA

Konopelski and Sons

Philadelphia, PA

Ground Operations Agent

Complete and reviews data entry to ensure accuracy and completeness and corrects inaccurate and/or incomplete information
Communicates serious issues to management
Inspects aircraft cargo, identifies unsafe and insecure cargo and ensures problems are addressed and corrected
Prepares aircraft cargo documentation to ensure accuracy and completeness and corrects inaccurate and/or incomplete information. Communicates serious issues to management
Completes HAZMAT loading documentation to ensure accuracy and completeness and correct inaccurate and/or incomplete information. Communicates serious issues to management
Verifies completion of weight and balance documentation and obtains necessary approvals prior to take-off
Blocks aircraft in and out on landing and departure

present

Detroit, MI

Agent, Portfolio Operations Center

Detroit, MI

Goldner, Olson and Veum

present

Detroit, MI

Agent, Portfolio Operations Center

present

Collection of work orders supporting building break/fix and security system hardware
Perform proactive security protocol status checks as part of normal surveillance activities
Proactively identify and participate in continuous improvement initiatives and activities with POC operations
Perform tracking and management of incidents to resolution in accordance with POC procedures
Ensure that the shift passdown log is completed in accordance with established policy
Track and manage incidents to resolution in accordance with POC procedures. This includes ensuring that all bridge calls, alerts, incidents and emergencies are attended to and documented in accordance with established procedures
Adhere to weekly performance metrics and scorecard reporting

Education Education

Bachelor’s Degree in Respect

Seton Hall University

Bachelor’s Degree in Respect

Skills Skills

Ability to lift up to 60lbs
Strong Communication Skills (both oral and written)
Proficient in Microsoft Office Products (Outlook, Excel, Word)
Professional demeanor
Ability to work independently
Excellent written and oral communication
Work well in a team environment
Inspector certification
Previous experience in customer service/support or related field

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15 Operations Agent resume templates

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Operations Center Agent Resume Examples & Samples

High school diploma or equivalent required
Ability to demonstrate strong communication skills, both written and oral, required
Computer software programs proficiency including MS Office (Word; Excel) preferred
Strong verbal, interpersonal and written communication skills required
Strong analytical, problem-solving and decision making capabilities required
Ability to be flexible to handle multiple priorities and to work limited overtime as necessary required

Operations Center Agent Night Shift Resume Examples & Samples

Previous customer service experience preferred
Previous business processing or back office experience preferred
Computer skills to include data entry, database navigation and database manipulation preferred

Operations Center Agent Resume Examples & Samples

Proficient in basic computer programs, including the MS Office Suite
Previous business processing or back office experience
Previous experience as a call center agent
Strong verbal, interpersonal and written communication skills

Operations Center Agent Seattle Resume Examples & Samples

Ability to demonstrate basic computer skills and navigation required
Previous experience as a call center agent is ideal
Computer software programs proficiency including MS Office (word; excel) preferred
Team player with the ability to work in a fast-paced environment is a must
Superior interpersonal skills including courtesy, professionalism, and a cooperative attitude required

Operations Center Agent Resume Examples & Samples

Basic computer skills including proficiency with MS Word, Excel and other programs within the MS Office Suite
Previous customer service experience strongly preferred
Previous business processing or back office experience strongly preferred
Strong communication skills, both written and oral, required
Ability to display high energy level, positive attitude and enthusiasm for the program while offering customer service over the phone

Operations Center Agent Resume Examples & Samples

Reviewing income eligibility
Research customer provided documentation
Determining customers eligibility based on the appropriate program rules
Processing Applications
Enter customer data into the system
Use the system to route the customer’s application appropriately
Maintain a good production rate
Provide customer support
Answer inbound calls regarding program rules and application status
Place outbound calls when outreach is necessary
Highly motivated, takes initiative and requires minimal supervision
Excellent time management and decision-making skills
Advanced knowledge of Excel
Ability to solve problems without assistance
Previous experience with data entry, data processing, clerical, or administrative work

Advanced Operations Agent Resume Examples & Samples

Run and review daily reports to: ensure payment is taken on all reservations, ensure reservations have the correct deposit and cancellation policy, correct reservations booked with unassigned room numbers, and maximize inventory Do Right
Complete weekly competitive rate shops to be sent to the Revenue Management team Drive Value
Conduct refunds to guest credit cards Do Good
Review and process TravelGuard travel insurance claims Do Right
Provide feedback to management regarding opportunities to improve processes and/or add items to the agent training agenda based on observations made while completing daily reports Serve Others
Assist in new agent training by conducting site tours Serve Others
Answer phone calls when abandonment levels reach or exceed 4%— provide guest service on each call and convert sales opportunities to bookings Serve Others
Monitor call volume and act as the opening QC Lead or Floor Lead to ensure phone volume is monitored at all times Drive Value
Must have the ability to multi task and coordinate follow up on outstanding issues
Ability to identify and understand issues, problems, and opportunities; compare data from different sources to draw conclusions; use effective approaches for choosing a course of action or developing appropriate solutions; take action that is consistent with available facts, constraints, and probable consequences
Must be able to sit for long periods of time
Ability to adapt to ever changing schedules and processes
Previous hospitality experience- preferred
Guest service and sales experience- preferred
Microsoft Office (required), LMS - preferred
English - required

Transfer Agent Operations Analyst Resume Examples & Samples

Act as first level of support and provide leadership for less senior associates including training and problem resolution
Monitor, communicate, and work with teams at Boston Financial Data Services (BFDS) on a daily basis to ensure timely processing and transaction accuracy, as well as providing a focus on ensuring BFDS provides quality service to distribution partners and follows appropriate procedures as agreed upon between Russell and BFDS
According to procedure execute assigned value added or other operational services as part of a process team. Ensure that assigned work is completed in a timely, complete, and accurate manner and ensure that all work is properly documented. Provide suggestions for improvement, as well as feedback to process and functional management on opportunities for improvement and root causes for incidents
Maintain and update current procedures, as well as design and draft new procedures relating to operational processes. Provide process and/or technical improvement insights in area of operational expertise to improve operating efficiencies, with a primary focus on providing scale to the business and quality processing for distributors and the funds
As assigned, participate on cross-functional project teams as an operations representative and take beginning to end responsibility for the assigned portion of the project as determined by the project team lead and/or supervisor. Project responsibilities will be completed on time and impact to other responsibilities will be minimized
Experience in an operational environment within the financial services industry
Process execution within a process management framework
Project execution as a team member within a multi-disciplined team
Demonstrated ability to meet operational process deadlines within a small, high paced, team with multiple responsibilities
Ability to thrive in a team environment, even when the only contact with some team members is over the telephone or via e-mail, including team members working for vendor partners over significant distances apart
Proven ability to create and follow procedures, document issues, provide a clear audit trail, and reconstruct issues from documentation at a later time
Ability to field elementary and repetitive operational questions and deliver consistent results
Computer skills – working with various software products (i.e. Excel, Word, and Access)as well as proven ability to learn and excel with new job specific computer systems

Operations Center Agent Resume Examples & Samples

DD-214 with Honorable Discharge
Prior duty as an active member of the United States Marine Corps
Computer software programs proficiency including MS Office (Word, Excel)
Previous customer service experience, especially within a Call Center environment
Computer skills to include data entry, database navigation and database manipulation

Intern, Transfer Agent Operations Resume Examples & Samples

Monitor the work queue to ensure completion of all daily work
Ensure that assigned work is completed in a timely, complete, and accurate manner and ensure that all work is properly documented
Prepare the weekly phone schedule for the team to ensure proper coverage
Maintain and update current procedures. Create process flows for various work processes
As assigned, participate on cross-functional project teams
Bachelor's degree required. Finance and Business Administration majors preferred
Ability to meet deadlines within a small, high paced, team with multiple responsibilities
Excellent listening, written, and verbal communication skills
Ability to follow procedures, document issues, provide a clear audit trail, and reconstruct issues from documentation at a later time
Team/Project execution as a team member
Computer skills – working with various software products (i.e. Excel, Word, Access, Visio)as well as proven ability to learn and excel with new job specific computer systems
Must be available full time (40 hours per week)

Operations Center Agent Resume Examples & Samples

CSRs shall have at least one (1) year of Customer service experience
A high school diploma or GED is required. Associates Degree or Degree in progress preferred
Applicants will be screened for diction, grammar, voice quality and articulation, proficiency with computer and Customer service skills and experience
Bilingual (English and Spanish) and prior work in social services is desired
Ability to navigate in up to seven separate systems and up to three systems simultaneously
Ability to navigate and update in Windows and AS400 based systems
Ability to convey information and direction for multiple programs during a single interaction
Previous experience as a customer service representative in a call center
Superior interpersonal skills including courtesy, professionalism, empathy, and a cooperative attitude

Transfer Agent Operations Analyst Resume Examples & Samples

Provide oversight and review for daily operational processes, including items referred by transfer agent service providers for exception processing. Ensure that work items are completed in a timely, accurate, and complete manner with complete documentation of actions taken and instructions provided
Act as first level of support and provide leadership for less senior associates, including training and problem resolution
Monitor, communicate, and work with teams at Boston Financial Data Services "(BFDS") on a daily basis to ensure timely processing and transaction accuracy, as well as providing a focus on ensuring BFDS provides quality service to intermediary partners and follows appropriate procedures as agreed upon between Russell Investments and BFDS
According to procedures, execute assigned value-added or other operational services as part of a process team. Ensure that assigned work is completed in a timely, complete, and accurate manner and ensure that all work is properly documented. Identify opportunities and make recommendations for process improvement. Provide feedback regarding process and functional management to identify root causes for incidents
Maintain and update current procedures, as well as design and draft new procedures relating to operational processes. Provide process and/or technical improvement insights in area of operational expertise to improve operating efficiencies, with a primary focus on providing scale to the business and quality processing for intermediaries and the funds
As assigned, participate on cross-functional project teams as an operations representative and take beginning to end responsibility for the assigned portion of the project as determined by the project team lead and/or manager. Project responsibilities will be completed on time and impact to other responsibilities should be minimized
College Degree in Finance, or Business Administration preferred
FINRA Licensing - Series 7 and 66 preferred
Four years of experience in an operational environment within the financial services industry
Experience with process execution within a process management framework preferred
Two years of experience with project execution as a team member within a multi-disciplined team
Demonstrated ability to meet operational process deadlines within a small, high-paced, team with multiple responsibilities
Ability to thrive in a team environment, even when the only contact with some team members is over the telephone or via e-mail, including team members working for service providers over significant distances apart
Computer skills – working with various software products (i.e. Excel, Word, and Access) as well as proven ability to learn and excel with new job-specific systems

Agent, Portfolio Operations Center Resume Examples & Samples

Make logical decisions with minimal supervision and consultation
Write clearly and communicate effectively with internal and external agencies
Effectively manage workload; including workload assigned from the POC Team Leader, work in the passdown log from pervious shifts and assignments from the POC leadership team – often times under stressful conditions
Meet the initial training objectives and continuous improvement requirements for your position
Meet or exceed deadlines
Drive performance to achieve successful results
Interact with a broad range of personnel (including executives)
Have the ability to take and provide instruction – at times under stressful conditions
Embrace and expand a positive team environment
Learn and engage security, customer service and computer skills
Monitor and conduct operations within a 24x7x365 Global Portfolio Operations Center
Ability to prioritize and work independently
Perform proactive security protocol status checks as part of normal surveillance activities
Collection of work orders supporting building break/fix and security system hardware
Conduct risk mitigation by correctly synthesizing data and information and arriving at a resolute outcome
Perform tracking and management of incidents to resolution in accordance with POC procedures
Familiarity with various security monitoring systems (access control, CCTV, intrusion detection, etc.) and 3rd party monitoring services
Adhere to weekly performance metrics and scorecard reporting
Proactively identify and participate in continuous improvement initiatives and activities with POC operations
Assist in the creation and subsequent updates of POC Standard Operating Procedures
Partner with the leadership team on key projects. Help to execute priorities and drive results within the department
Manage the execution of tasks as assigned by the POC Team Leader
Ensure that the shift passdown log is completed in accordance with established policy
Perform proactive security protocol status checks as part of normal surveillance activities and supervise the same. This includes but not limited to validating camera status to ensure systems are operational across the portfolio, communicate with Facility Managers what work orders are going to expire on their facilities in the upcoming days, etc
Track and manage incidents to resolution in accordance with POC procedures. This includes ensuring that all bridge calls, alerts, incidents and emergencies are attended to and documented in accordance with established procedures
High School diploma or GED required, Bachelor degree preferred
Distinctive customer service and/or security experience
Ability to work various shifts (including overnights)
Desire to work in a fast-paced, technology focused operations center
Demonstrated ability to execute under stressful conditions
Functional knowledge of security principles
Demonstrated ability to provide daily direction to personnel
Knowledge of security access and monitoring systems

Operations Analyst With French for Local Transfer Agent Team Resume Examples & Samples

Place subscription and redemption orders
Repair orders (defects & rejects)
Settle the orders with foreign counterparties and on our clients’ accounts
Validate manual orders treatment
Investigate and Regularize cash & securities discrepancies
Prepare Corporate Action documents
Performing financial controls
Manage and track securities transfers
Ensure the business continuity
Apply standard rules
Exchange information in relation to the activity
Participate in the development of new projects
Prior experience in SSC (accounting, finance or operations)
Higher education(economy, banking, finance, accounting studies preferred)
Very good knowledge of MS Office
Excellent in English
Excellent in French
Attention to details and tenacity to get things done
Pro-activeness and problem solving approach

Remote Operations Center Agent Resume Examples & Samples

Monitors and conducts video reviews of guest and associate activities in the store for potential loss of company assets and dishonest behavior
Takes appropriate action to prevent theft through communication with District and store leadership
Conducts video reviews driven from exception reporting to help identify dishonest associate behavior
Document all resolved cases identified through the ROC into LPMS appropriately
Assist with investigation of dishonest associates and dishonest guests as needed to support district teams
Develop and maintain knowledge and use of CCTV equipment
Assist in maintaining our positive store experience by monitoring parking lots and associate actions
Develop and maintain a working knowledge of store alarm systems
Communicate appropriately with stores local law enforcement and request police presence as needed
Successfully work in partnership with other ROC agents, district and store leaders to achieve a common goal of protecting Gordmans assets, associates, and bottom line
Conduct visual audits on assigned stores to identify compliance to company policies, LP awareness, safety, and operational controls. Communicate results appropriately to District and store leaders
Ability to make decision in stressful situations
Additional projects and responsibilities as directed by your supervisor
Develop and maintain positive working partnerships with, HQ, DC’s, district and store leadership
Identify and communicate shrink and risk concerns to supervisor and work together to develop actions that address the issues

Team Lead, Transfer Agent Operations Resume Examples & Samples

Daily supervision of the core operations team within the Transfer Agent which provides oversight and direction to outsourced service providers of commodity services. Ensure that the team completes assigned tasks in a timely and accurate manner in accordance with established policies and procedures
Ensure that all processes and procedures are currently and properly documented in accordance with established policy and applicable regulations. Focus should be on scalable and repeatable processes and procedures designed to mitigate operational risk. Adjust or redesign processes and procedures, as needed, to accommodate the changing environment
Provide process and/or technical improvement insights in areas of operational expertise to improve operating efficiencies, with a primary focus on providing scale to the business while ensuring timely and high quality processing
Provide primary daily support and guidance for the Transfer Agent Operations team member
Represent the Transfer Agent Operations team, as assigned, for projects that directly impact the support provided to internal business units, as well as external clients
Experience in an operational environment within the financial services industry specific to Transfer Agent and Fund Operations with increasing levels of responsibility
Experience in process improvements and process change management
Service provider management experience
Demonstrated ability to lead a team to meet operational process deadlines within a small, high paced, team with multiple responsibilities
Demonstrated understanding of mutual fund regulatory and compliance issues
Ability to thrive in a team environment, even when the only contact with some team members is over the telephone or via email, including team members working for service partners over significant distances
Excellent listening, written, and verbal communication skills with ability to influence and lead others

Operations Agent Resume Examples & Samples

*PART-TIME***
*If you are not selected for this job posting, you will not be eligible to reapply for this position in New York for 12 months from the day you applied***
**INTERVIEWING LOCAL EXTERNAL CANDIDATES ONLY**** NEW YORK RESIDENTS ONLY
1 Forgery of certificates, false marking of aircraft, and other aircraft registration violations
2 Interference with air navigation
3 Improper transportation of a hazardous material
4 Aircraft piracy
5 Interference with flightcrew members or flight attendants
6 Commission of certain crimes aboard aircraft in flight
7 Carrying a weapon or explosive aboard an aircraft
8 Conveying false information and threats
9 Aircraft piracy outside the special aircraft jurisdiction of the United States
10 Lighting violations involving transporting controlled substances
11 Unlawful entry into an aircraft or airport area that serves air carriers or foreign air carriers contrary to

Ground Operations Agent Resume Examples & Samples

Track flights and advise staff and handlers of ETA/ETD and handling required
Complete and reviews data entry to ensure accuracy and completeness and corrects inaccurate and/or incomplete information
Prepares aircraft cargo documentation to ensure accuracy and completeness and corrects inaccurate and/or incomplete information. Communicates serious issues to management
Completes HAZMAT loading documentation to ensure accuracy and completeness and correct inaccurate and/or incomplete information. Communicates serious issues to management
Inspects aircraft cargo to ensure safe and secure and reviews documentation to ensure accuracy and completeness
When necessary, runs main deck controls for aircraft loading/unloading of cargo
Creates applicable Declaration for Customs and Agriculture
Performs inspections on UGSE and loading racks and reports any discrepancies to proper Supervisor
Performs other duties as assigned, including GSE and UGSE maintenance
Applies understanding of aircraft positions and heights, aircraft weight limitations and aircraft overhangs
Knows and adheres to company operating policies, operations, processes and procedures appropriate to the job
High school or equivalent work experience

Ground Operations Agent Resume Examples & Samples

Monitors and/or performs aircraft loading/unloading, aircraft movement, employee and contractor safety, and reporting and pallet build-up. Identifies and rectifies problems
Analyzes necessary information to determine load plans
Complies information and calculates weight and balance
Final Meal order for crew
Load planning & flight plan request
Coordinate with Dispatcher
Completion of weight and balance form and presentation to crew
Proficiently utilizes SITA, ULD and Flight systems, screens and software
Understanding and uses air freight, terminal operations and flight terminology and processes
Minimum 2 years airline experience is required

Intern, Transfer Agent Operations Resume Examples & Samples

Maintain and update current procedures
Create Visio process flows for work processes
Finance and Business Administration majors preferred
Computer skills – working with various software products (i.e. Excel, Word, Access, Visio) as well as proven ability to learn and excel with new job specific computer systems
Applicants must be progressing towards earning a Bachelors degree at time of employment. Students graduating prior to the start of an internship are not eligible for Russell Investments' intern program

Operations Clerical Agent Resume Examples & Samples

Assists with operational procedures including shipment processing, documentation, manifesting, sending shipment status information, and accepting/securing over-the-counter payments
May process or prepare import/export documentation and assist in the customs clearance process in some markets
Entry level service, production, or support role requiring basic skills
Can perform the basic tasks within the function

Ground Operations Agent Resume Examples & Samples

Must be highly motivated with a positive attitude
Must be willing to work a flexible schedule including nights, weekends and holidays
Ability to read and write English
Must adhere to dress code policy
Ability to work efficiently under time constraints
Must pass a complete background check and pre-employment drug screen

Ground Operations Agent LCF Resume Examples & Samples

Communicates serious issues to management
Inspects aircraft cargo, identifies unsafe and insecure cargo and ensures problems are addressed and corrected
Completes paperwork and reports, including pallet off-inventory, on-hand inventory, pallet/net/strap reports and lock/net discrepancy reports, and provides to corporate and/or appropriate sources
When applicable, develops and distributes load plans to appropriate personnel
Verifies completion of weight and balance documentation and obtains necessary approvals prior to take-off
Blocks aircraft in and out on landing and departure
Ensures accuracy and completeness of HAZMAT loading paperwork, notifies crew of location and, if necessary, obtains appropriate approvals prior to take-off
Establishes and maintains working relationships with Customs, Agriculture Department, flight crews, crew transport, other line stations’ ground operations personnel, sales/customer service personnel, vendors and HDQ Dispatch
Operates GSE and UGSE equipment required for flight handling
Proficiently utilizes MTS and LCL
Knows and adheres to aircraft, vehicle and employee safety rules and regulations
Understanding and uses UGSE operations and inspections processes
Uses ability to track and coordinate multiple issues simultaneously
Previous airline experience preferable

Operations Agent Resume Examples & Samples

Provides customer service, sales and operational support for the Service Center
Answers phone and greets visitors
Resolves billing problems in relation to the Service Center
Performs inspections on Dangerous Goods shipments in accordance with international, federal and local regulations
Assists with operational procedures including sorting, loading/unloading activities, shipment processing and documentation, manifesting, bagging, sending shipment status information, and accepting/securing over-the-counter payments
Dispatches pick-up and delivery information in a timely and efficient manner; arranges daily pick-up schedules
High School Degree or Equivalent required
Previous experience in customer service/support or related field
Strong Communication Skills (both oral and written)
Proficient in Microsoft Office Products (Outlook, Excel, Word)
Must pass FAA, TSA, and CBP background and security checks to acquire a SIDA badge to work
Must be able to attend and pass annual Dangerous Goods Inspector training and maintain Dangerous Goods
Inspector certification

Operations Agent Resume Examples & Samples

Process domestic and international shipments
Assist in local ground and air dispatch
Maintain compliance logs and forms
Coordinate the movement of packages between domestic and international offices and agents
Responsible for daily filing, faxing, phone calls and emails
Filing SED’s for regulated exports
Cold chain management including ordering, preconditioning, assembly and storage of packaging supplies
Ordering and maintaining office supplies and equipment
Minimum of a High School Diploma
The ideal candidate will have at least two (2) years of experience in either an air freight or courier operation
2 years leadership experience is preferred
Proficient in Microsoft office ( including word, and excel)
Ability to lift up to 60lbs

Branch Administrator / Operations Agent Resume Examples & Samples

College degree plus three (3) years related industry experience
Experience in general and office administrative work
Very good knowledge of Word, Excel and Outlook
High level of leadership; initiative and autonomy
Strong attention to detail with the ability to multi-task and show initiative and exemplify a positive attitude
Exceptional oral and written communication skills

Field Services Operations Clerical Agent Resume Examples & Samples

Provides customer service, and operational support for the Service Center
Researches shipment tracking requests and provides feedback; attempts to resolve misplaced shipments
Communicates with Sales/Service to resolve customer problems

Ground Operations Agent Resume Examples & Samples

Load planning
Flight Plan request
Supervise loading / offloading

Portfolio Operations Center Agent Resume Examples & Samples

Ensure the facility is provided with high quality security services to protect people and property
Build, improve and maintain effective relationships with both client employees and guests
Physical and Mental Functions
Stand or walk constantly (for up to an entire shift) on various surfaces (tile, concrete, carpet)
Climb stairs, ramps, or ladders occasionally during shift
Occasionally bend/twist at waist/knees/neck to perform various duties
Constant use of both hands and arms in reaching/handling/grasping/fingering while using phone, notepad, writing reports,
Constant use of eyes (correctable vision to normal level required) to observe, read, interact with public and co-workers,

Operations Center Land Agent Resume Examples & Samples

Shipments administration
Invoicing / Documents handling
Claims adminstration

Transfer Agent Operations Specialist Resume Examples & Samples

Provide oversight and review for daily operational processes including items referred by transfer agent vendors for exception processing. Ensure that work items are completed in a timely, accurate and complete manner with complete documentation of actions taken and instructions provided to the vendor
Monitor, communicate, and work with teams at vendor partners on a daily basis to ensure timely processing and transaction accuracy, as well as providing a focus on ensuring quality service to distribution partners. Follows appropriate procedures as agreed upon between Russell and vendor partners
According to procedure, execute assigned responsibilities or other operational services as part of a process team. Ensure that assigned work is completed in a timely, complete, and accurate manner and ensure that all work is properly documented. Provide suggestions for improvement, as well as feedback to process and functional management on opportunities for improvement and root cause analysis of issues
Maintain and update current procedures, as well as design and draft new procedures relating to operational processes. Provide process and/or technical improvement insights in area of operational expertise to improve operating efficiency with a primary focus on providing scale to the business and quality processing for distribution partners, the Funds, and Fund shareholders
As assigned, participate on cross-functional project teams as transfer agent representative. Includes taking beginning to end responsibility for the assigned portion of the project as determined by the project lead. Project responsibilities must be completed on time while maintaining service level expectations on other assigned responsibilities
Bachelor’s degree in Finance, Business Administration or related preferred
Series 7 and 66 licenses preferred
Minimum 2 years’ experience in an operational environment within the financial services industry is desired
Project execution experience, as a team member within a multi-disciplined team preferred
Demonstrated ability to meet operational process deadlines within a small, high-paced team with multiple responsibilities
Proven ability to apply analytical skills to process execution and process improvement
Experience in documenting and testing procedures based on established process design in a financial services operations environment
Ability to thrive in a team environment, even when the only contact with some team members is over the telephone or via e-mail. Team members may include associates of vendor partners
Proven ability to create and follow procedures, document issues, provide a clear audit trail, and reconstruct issues from documentation after the fact
Ability to field routine and repetitive operational questions and deliver consistent results as well as demonstrated problem solving ability to troubleshoot, analyze and resolve non-routine or complex questions to bring structure and organization to the consideration and solution of problems
Proven technical skills including the ability to work with various software products (i.e. Microsoft Excel, Word, and Access) as well as proven ability to learn and excel with new job specific computer systems. Preference for advanced user based proficiency within Microsoft Excel