Operations Associate Resume Samples

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S Howell

Samanta

Howell

54561 Cayla Rapid

Philadelphia

+1 (555) 308 6102

54561 Cayla Rapid

Philadelphia

Phone

p +1 (555) 308 6102

Experience Experience

Philadelphia, PA

Operations Associate

Philadelphia, PA

Heaney-McCullough

Philadelphia, PA

Operations Associate

Provides responses and documentation to inquiries and ad hoc requests. Provides feedback on workflow and work received
Working with the Operations Manager to own rider and zone performance management in your city
Assist in monitoring daily departmental workflow and may provide staff support via signing and verifying official check requests and general ledger entries
Contribute to positive employee relations through effective communication, teamwork and partnership with co-worker and the management team
Manage and record corporate actions and work closely with the Portfolio Managers to relay the proper information and communicate back the answers
Provide support and assistance to other departments during peak periods, learning other areas of the operations to assist teams and expand knowledge
Provide vessel departure recon which lists what worked well and not so well to ensure we drive improvements

Los Angeles, CA

Business Operations Associate

Los Angeles, CA

Rodriguez, Leannon and Zboncak

Los Angeles, CA

Business Operations Associate

Organizing Events, meeting room bookings, catering, vendor creation and PO creation
Strong business acumen
You will create and maintain reports to insure visibility of performance of digital marketing tactics such as webinars, email campaigns, or paid user acquisition
This role will challenge the candidate to understand and contribute to many facets of Platform and Games, including business analytics, risk and revenue forecasting, data management, and executive reporting
You will monitor the daily performance of our demand model, evaluating the quality of sales leads, as well as developing best-practises / processes for lead flow
Manage, monitor and test data quality for originations / sales business. Support review and data entry into Client Central and Customer Knowledge Center (CKC), for both REB and CDB
Use data to build insights about our partnerships, drive statistical analysis on platform performance, conduct analysis to identify trends and factors of growth, strategically evaluate new market opportunities, create new metrics to evaluate the business

present

New York, NY

Senior Operations Associate

New York, NY

Kirlin, Lesch and Reinger

present

New York, NY

Senior Operations Associate

present

Manage and monitor daily workflows in multiple ticketing systems including KACE and SharePoint
Actively participate in management team’s effort to improve and scale the middle-office capabilities
Project work and additional tasks as assigned by Supervision Management
Work with vendors and shift teams to execute on check in, prep, check outs and collection activities
Analyze and make recommendations with ongoing problem identification and process improvements
Performs a variety of operations functions following pre-established procedures
Will manage daily operations processing (invoicing and cash management, AML, PQR reports, Controllership reports) for USD and non-USD transactions

Education Education

Bachelor’s Degree in Accuracy

Liberty University

Bachelor’s Degree in Accuracy

Skills Skills

Basic budgeting knowledge is necessary as well as the ability to move quickly while insuring client deliverables are accurate and on time
Basic PC skills with basic knowledge of applicable MS Office products
Strong Excel skills and ability to pick up new IT systems quickly
Basic PC skills with knowledge of applicable MS Office products (Word, Excel and Outlook)
Proven ability to quickly acquire proficient development skills in new areas and technologies
Highly organized, detail oriented, with strong analytical skills
Strong PC skills with knowledge of applicable MS Office products
Excellent detail orientation, critical thinking and problem-solving skills, and strong organization of information
Good PC skills with good knowledge of Microsoft Office
Ability to use good judgment in order to carry out detailed instructions

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15 Operations Associate resume templates

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Mail Operations Associate Resume Examples & Samples

Sort mail, the occasional printed faxed documents and other documentation then prepare for scanning
Scan/index documents using the workflow system and link to a relevant Servicing Offices, Fund Group and document type
Verify and approve a variety of contract notes, position statements, commission statements, letters and ad hoc documentation
Print, order and research client statements on request
Undertake daily reconciliation with TA Operations personnel as appropriate. Follow-up any subsequent discrepancy by seeking out hard- and electronic copy for justification purposes. Rectify problems with Customer Solution Centre/Franklin Templeton Technologies as appropriate
Receive, copy, verify, transmit all commission statement data for Luxembourg and all linked Servicing Offices to an outsourcer. Maintain/revise a list of exceptions, reconcile/QC work undertaken by outsourcer prior to distribution
Undertake all TA filing (“daily” and “older”) – maintain on-site storage. Receive and prepare filing to be removed by external agent to off-site archives. Prepare cheques for processing in line with the applicable policy and procedure
Contribute to the organization, preparation, printing and packing of miscellaneous mailings undertaken throughout the year
Maintain Team statistics
Liaise with other Servicing Offices/TA Operations as appropriate prior to verification, printing/cancellation (as appropriate) and dispatch of share certificates. Maintain a log, reconcile and organize off-site dispatch/retrieval. Participate in compliance testing as required
Participate in Project activities which concern the Team
Prior experience in the transfer agency environment (junior candidate can also be considered)
Degree or equivalent experience in financial business
Fluency in English any other languages would be an advantage
Good computer literacy
Solid MS Office literacy (with strong focus on MS Excel)
Good team player with ability to also work independently
Good sense of organization and initiative on general and specific tasks
Sound numerate, analytical, and organizational skills with ability to work under pressure on multiple tasks

Business & Operations Associate Resume Examples & Samples

Some relevant experience or desire to build a career in Business Operations, Talent Development / HR
Numeracy skills are important as some of the role will involve figure work
IT literate and general interest in IT

Operations Associate Resume Examples & Samples

Provide day-to-day operations support for the Global Finance USA and AAG desks as necessary
Assist the business manager in the preparation of CFG reporting and presentations
Staying up to date on changes in the regulatory landscape and cascading to the appropriate contacts
Maintain/Create reporting & data analytics for Central Funding
Proactively identify operational risk/control deficiencies in the business
Review and comply with Firm Policies applicable to your business activities
Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions properly
Undergraduate degree (BA/BS)

Complex Operations Associate Resume Examples & Samples

Wire Responsibilities
Cashiering Responsibilities
General Complex Operations Responsibilities
Basic math and writing skills
Good verbal and inter-personal communication skills
Able to manage multiple demands and competing priorities
Able to work with a variety of personalities
RBC maintains consistently high credit ratings:S&P: AA-; Moody’s: Aa3; Fitch: AA; DBRS: AA (as ofJanuary 31, 2014)

PWM Operations Associate Resume Examples & Samples

Have strong communication skills, both oral and written
Have good attention to detail as accuracy is essential
Be comfortable and able to escalate where required
Be able to absorb, analyse and work with detailed information
Be adept both at working individually, and as part of a team
Proficient with Microsoft Office – Word, Excel, PowerPoint - experience of spreadsheets, formulae and pivot tables (The successful candidate will be responsible for producing meaningful metric information to clients to demonstrate the value of people)
Corporate Action experience, preferably in a Client Reporting capacity
Reconciliation
MDIs (Standard Settlement Instructions)
Managing Operational Risk

Operations Associate Resume Examples & Samples

Running Business Object reports to fullfill the needs of given sector/campaign
Collecting and analysing results of the popularity of the research documents
Preparing and converting required documentation in appropriate standard with usage of templates (HTML, Word)
Collecting neccesarry approvals and sharing the template to stakeholders
Generating and sending out messages to multiple recipients using the mail-merge functionality

Trade Operations Associate Resume Examples & Samples

Monitor status of executed Futures, Options, Swaps and Derivative instrument trades to ensure timely affirmation is in line with BlackRock standards
Communicate with all counterparties and follow up on outstanding trade recaps and novation consent on a daily basis and ensure all trades are affirmed on T. Proactively learn external affirmation and confirmation platforms including MTM, MARKITWIRE and DTCC which are used by the team on a daily basis for trade confirmation. Conduct monthly calls with allocated brokers to discuss affirmation and confirmation metrics and provide feedback in relation to counterparty performance. Carry out and resolve daily breaks within the reconciliation process across a number of administrators and custodians
Support the accurate maintenance of counterparty standard settlement instructions to ensure settlement fees are paid correctly
Ability to meet deadlines, functioning effectively and prioritising multiple tasks simultaneously in a fast paced environment and have excellent attention to detail and ensure deliverables are accurate and competently prepared
Responsibility for fielding day-to-day queries along with inquiries from internal Blackrock groups, problem solving or directing inquiries where appropriate, while providing high quality client service externally and internally
Participate in local, regional and global initiatives
Support colleagues in a global team environment. Escalate all material risk items and service issues to your Team Leader on a timely basis
Knowledge of Derivative products desirable though not essential
Possess a positive ‘can do’ attitude and methodical yet flexible approach to change whilst taking pride in ownership until completion/resolution
Display confidence in providing solutions to open items or when addressing potential opportunities for process efficiencies
Take responsibility for completion of tasks and projects from inception to completion on both a daily and ad hoc time scale
Time management and prioritisation skills
Hold, or be willing to work towards, professional industry qualifications. (IOC, IMC.)
Maintain competence for role through ongoing participation in BlackRock training initiatives

Trade Operations Associate Resume Examples & Samples

Settlement of a wide variety of transactions with more than 40 Custodian relationships
Ad hoc queries and project work
Take an active part in the various integration activities that the group is involved with
Actively review business processes to ensure that efficiencies are maximised whilst maintaining a rigorous level of control
Investigating & the resolving Interest claims & stock / cash reconciliation breaks
Produce & distribute departmental MIS
Experience of working in a settlements department in a Investment Management, Custodian, Investment Bank or similar environment
Expert knowledge of the International Settlement (Equity & Fixed Income) and current market practice
Good knowledge of SWIFT message formats
Good organisational/time management skills
Experience of working to tight deadline’s in a fast-paced environment

Junior Operations Associate Resume Examples & Samples

Ability to multi-task and prioritize projects
Demonstrates strong analytical skills
Flexibility and accountability to meet deadlines
Bachelor’s degree in Finance, Economics, Accounting or other related business field

Complex Operations Associate Resume Examples & Samples

Minimum 1-2 years general office experience (financial services preferred)
Basic computer skills (including Microsoft Office)
Authorized to work in the U.S. without requiring visa sponsorship
Good interpersonal verbal and written communication skills
Detail orientated, good math and organizational skills
Associate’s degree or Bachelor’s degree

Operations Associate Resume Examples & Samples

Primary Role: Physical Settlements
Interface and support various business lines to help manage fails and exposure to the firm and develop customer relations
Respond to inquiries from front office personnel and other departments
Interface with Product Control, Accounting, Deriv. Ops., Security Master, Front Office Traders and other operational departments as needed
Process routine transactions within specific area or department
Verify and input information/data into computer files, databases, or systems
Understand department procedures and abide by Rules, Regulations and Processes of the firm
Understand system dependencies and processes
Mitigate risk and cost to the firm by suggesting process changes and modifications to internal procedures and daily workflow
Education - B.A. or equivalent required
5 – 10 years experience with Physical Settlements and overall understanding of Back Office Operations
Strong working knowledge of Broadridge BPS functions (especially CAGE III) and various DTCC PTS/PBS functions
Basic understanding of ACAT Physical Settlements; ACAT Reversals
Understanding and experience with NSCC Envelope Settlements, Over the Window and Non-ACAT Physical Settlements
Ability to balance ‘End of Day’ for NSCC Settlements
Willingness to learn and perform functions outside the normal Physical Settlements space (i.e. Corporate Actions and Options processing in Sophis Risque system)
Ability to meet strict deadlines in regards to reporting and processes
Ability to handle multiple priorities in a fast paced, pressured environment
Detail oriented / Team oriented professional
Good communication skills with ability to work effectively with variety of personalities
Proficiency in Windows-based computer skills and Microsoft Office applications (Outlook, Word, Excel)
Previous experience supporting and interacting with Front Office Traders preferred

Business Operations Associate Chicago Resume Examples & Samples

Assist with the development, implementation and execution of reporting as it relates to risk and control performance metrics and control testing
Assess existing data quality needs and develop specialized reports by mining and analyzing information from various data sources
Run weekly and monthly reporting to be leveraged by all levels within CCB
Address ad hoc requests and perform data analysis to support the business groups
Work with cross-functional business teams to develop or enhance CB and/or CCB reports
Management of the infrastructure and documentation on Sharepoint
Provide business analysis support for various risk management initiatives as assigned
Identify areas for continued process improvement and enhance efficiencies by generating innovative ideas and solutions
Strong problem-solving and analytical skills; able to think-through and outline work processes in a thoughtful and detailed manner
Capable of synthesizing large amounts of data and developing strategic recommendations
Independent and self-motivated, but also a team player capable of working collaboratively and developing strong partnerships
Able to prioritize issues and multi-task effectively to handle multiple assignments and be proactive in a fast-paced, high volume environment while remaining calm under pressure
Intellectually curious with a genuine interest in knowledge gathering and problem solving
Excellent verbal and written communication skills, with strong attention to detail
Proactively seeks guidance, clarification, and feedback from others
2-3 years of work experience; prior experience interacting with client facing, operations, and technology resources is a plus
Prior experiences with QlikView, PitchPro and Access is a plus

Transaction Operations Associate Resume Examples & Samples

Work and communicate effectively with internal groups including portfolio management, trading, client distribution, legal and compliance
Participate in department and firm-wide projects aimed to increase efficiency and minimize risk including those with systems vendors and information technology
Assist in the development and documentation of procedures and controls within the business unit
Undergraduate degree in finance with at least 5-8 years experience in financial services operations, ideal candidate will have at least 3-5 years of proven experience in investment management firms
Must have a broad knowledge of fixed income securities including corporate bonds, MBS, ABS, Options, Swaps, Repos, TBA, as well as equities
Knowledge of various systems including Bloomberg, Trade Web, Oasys, Market Axess, as well as clearing institutions e.g. DTC and Euroclear

Operations Associate Resume Examples & Samples

Monitoring all team related inquiries on multiple platforms to ensure timeliness of execution and reconciliation of task
Research and resolve daily issues related to Client Operations daily tasks
Cash related transactions such as wire, ACH, check requests and check deposits
Asset related transactions for marketable and non-marketable securities
Account management related requests will vary from address updates to full Trustee change requirements
Proxy voting requirements and oversight
Class Action requirements and oversight
Oversee daily checklist activity and reconciliation of all required tasks
Participation in daily workflow required during high volumes
Work on lean processing requirements for optimizing daily workflow
Participation in additional projects and special assignments, as requested on a periodic basis
Engagement with custodians to ensure task execution and best practice requirements
Submission of updates to management through weekly highlights
Meet one time every two weeks with Associate team members for developing Associate skills and project management oversight
Maintain current procedural documentation in line with SOC1 requirements

Trust Operations Associate Resume Examples & Samples

Excellent customer service skills to support the department?s focus on delivering quality customer service
High level of attention to detail is a must; good organizational skills required
Experienced with a Trust system; SEI, Global Plus, Advantage, Charlotte, FIS Trust Desk etc
One to three years Trust Administration, Trust Operations, or Financial Services experience
Experienced in Relationship Management
Problem solving skills; resolve issues involving ACATS, Account opening, MSSB Red Flags, Receive & Deliver, Proxy, Class Action, Corp Actions, Margin and Disbursements
Proficiency in Microsoft Applications (Excel, Outlook, PowerPoint, SharePoint and Word)
Excellent communication, written/verbal and inter-personal skills

Global Business Operations Associate Resume Examples & Samples

Lead cross-functional teams to meet the goals for the business from a strategic and execution standpoint
Develop and maintain new operational processes to support changes in the business
Drive strategic planning, performance measurement, and process development across Spotify
Drive execution of recommendations throughout Spotify’s fast-paced, constantly-changing environment
Act as a global point of contact and liaison between teams around the world

Risk Management Operations Associate Firmwide Operations Resume Examples & Samples

Previous operations experience in a Line or Risk function
Experience in assessing and presenting risk based on various available risk metrics
The ability to lead, coordinate and execute various Risk Programs, such as Risk and Control Self Assessments (RCSA) and other Risk Reviews
Proficient in Microsoft Office application suite, especially Excel for handling of large metrics data and Powerpoint for the production of risk reports
Superior verbal and written communication skills and the ability to host regular risk meetings with senior management
Strong interpersonal skills, freely develops networks, builds consensus, prioritizes effectively, and develops alliances across an organization
Entrepreneurial spirit and flexibility – particularly in dealing with changing environments

Operations Associate Resume Examples & Samples

2+ years of experience in Trading Operations or in a similar capacity in the Financial Services industry
Familiarity with the fundamentals of settling equity, bond and bank debt transactions
Microsoft Office/Suite proficient (particularly Excel and Access)
Experience with Bloomberg

Operations Associate Resume Examples & Samples

Ability to clearly articulate complex concepts, ideas and processes
Attention to detail and high degree of accuracy, with strong systems/technology-based thinking
Understanding of U.S. GAAP financial statements for alternative investments
Proven presence, maturity, and credibility to represent the Firm effectively externally and internally
Superior quantitative and analytical skills, and a propensity to be “hands-on” and detail oriented
Confidence to interact with Partners and senior management within the Firm
Superior knowledge of Microsoft Word, Excel, Outlook, and PowerPoint
Experience with Salesforce or Investran

Operations Associate Resume Examples & Samples

At least 3 years of experience at an asset management firm/hedge fund
Ability to work within a fast-paced environment
Strong product knowledge (Equities, Futures, FX, Fixed Income, Options, Bank Debt, Swaps, etc.)
In-depth understanding of various systems (Order Management, Accounting, Data Warehouse, Real Time Risk/P&L)
Prior experience creating and maintaining all aspects of a Security Master
Experience working on System Implementations

Operations Associate Resume Examples & Samples

Work with management team to ensure stock is rotated when floor moves are completed
Ensure front of house stock fixtures maintained on a consistent basis, and appropriate stock levels of point of sale supplies are maintained daily
Must be proficient in product knowledge and units on hand
Responsible for the reporting, escalation and follow through of all IT related service desk tickets

Operations Associate Resume Examples & Samples

Bachelor’s degree in related field
3-5 years of relevant experience, including trade support, reconciliation, and operations, preferably in finance
Microsoft Word, Excel, and other database skills

Complex Operations Associate Resume Examples & Samples

Ensure that all buy and sell orders not executable through the BETALink order entry system are entered in an accurate and timely manner with appropriate management approval.*
Facilitate the timely correction of all trade-related errors and cancel/rebills in accordance with complex main office, firm and regulatory policies and procedures. Ensure that appropriate management approval is obtained and that all appropriate documentation is kept on file.*
Enter all syndicate indications of interest requested by FA/CA/BSM in a timely manner.*
Enter all syndicate tickets by firm deadline. Ensure that they are filled out completely and have the required documentation on file. Obtain the appropriate management approval.*
Accurately enter all cost basis changes after obtaining management approval. Maintain records for the complex according to firm policy.*
Process all DTC requests after obtaining complex management approval.*
Accurately record all checks received from clients and ensure that they are credited to the proper accounts. Transmit all checks received for deposit to Minneapolis on a daily basis. Promptly and accurately notify the respective FA and/or Associate of all checks received from their clients.*
Accurately record all securities and/or coupons received from clients and ensure that they are credited to the proper accounts. Transmit all required information and documentation as it relates to the deposited securities (e.g., signatures, cusip numbers, legal documents, etc.) to Minneapolis on a daily basis.*
Adhere to all compliance policies and procedures. Complete required internal continuing education activities.*
Maintain a high level of confidentiality in accordance with RBC’s Code of Conduct.*
Perform general office responsibilities including opening & distributing mail, stamping outgoing mail, sending and receiving faxes, and maintaining correspondence & all operations related files as required by complex main office and firm policies and procedures.*

Senior Operations Associate Resume Examples & Samples

Identify deficiencies within valuation products and require revisions as needed to meet Chase requirements
Independently verify certain data supplied within BPOs or appraisals, leveraging alternative data sources and assessment tools
Experience analyzing BPO or appraisal product for default related valuation is a plus
Minimum two years of experience in the mortgage lending/servicing business or appraisal

Operations Associate Resume Examples & Samples

3+ years of Finance experience
Previous experience with Prime Brokerage Client Service or Operations; Derivative Client Service, Operations or Product Control; Hedge Fund Operations; and, Sell-Side Middle/Back Office
Solid analytical and technology experience

Mail Operations Associate Resume Examples & Samples

Prepares and dispatches mail to couriers
Stamps, stencils, or glues identifying information on incoming mail or outgoing materials
Sorts mail according to destination by mail drop
Maintain security at I/O window
Delivers and collects mail from various departments
Re-addresses undeliverable mail bearing incomplete or incorrect addresses
Determines method of shipment utilizing extensive knowledge of shipping procedures, routes and rates
Tracks record and delivery of all certified, registered, and overnight (express) mail
Maintains records on incoming and outgoing shipments
Verifies information on all counts (or weights) against bills of lading, invoices, records, or other records
Assembles containers or selects pre-assembles containers inserting items using spacers, fillers, protective padding, etc
Ensures all mail is properly routed out daily
Serves as the ôgo toö person for internal and external requests for mailing or delivery information
If required, acquire working knowledge of the 1FD process
May create basic reports for management
One (1) year experience in related line of work
Knowledge of various prices and procedures are necessary

Transactions Operations Associate Resume Examples & Samples

Monitor settlement of all trades and ensure timely resolution of any failing transaction
Ensure trades are accurately transmitted to third parties including custodians and administrators working to resolve any discrepancies in a timely manner
Communicate professionally and effectively with all brokers and counterparties and seek to expand business relationships
Undergraduate degree in finance with at least 4-6 years experience in financial services operations, ideal candidate will have at least 3-5 years of proven experience in investment management firms
Excellent communication skills to interact with brokers and counter parties as well as various levels of management within the company
Must be organized and extremely thorough while having the confidence and excellent communication skills to interact with brokers and counter parties as well as various levels of management within the company
Experience working within an organization distributed across geographic locations is a plus
Proficiency in all Microsoft products required with a particular emphasis on Excel

Operations Associate Iv Cyet Resume Examples & Samples

Works under moderate supervision and exercises reasonable judgment in performing duties
Demonstrated oral and written communication skills
Associates’ or Bachelors’ Degree
Five or more years’ office experience
Agent Banking experience HIGHLY desired
Notary public (as required. by department needs)

Operations Associate Iii Cyvn Resume Examples & Samples

Provide timely, knowledgeable and courteous telephone support to internal clients in answering general questions and resolving problems
PC experience to include Microsoft Word and Excel
Excellent multi-tasking and organizational skills
Three to five years office experience preferred
Previous Lending, Retail Banking, or Mortgage experience helpful

Operations Associate Resume Examples & Samples

Strong work ethic
Experience multitasking in a fast‐paced, high-energy environment
Interest in learning new technologies

Operations Associate Resume Examples & Samples

3-7 years of Operations experience
Derivatives product knowledge - FX, CDS, IRS, Repo's, Bonds, FX, Options, etc
Emerging Markets experience

Operations Associate Resume Examples & Samples

Monitoring all cash payment queues and route payments to proper authorizers as needed
Research and resolve any cash related inquires and resolve fail transactions with custodians and counterparties
Observe client specific rules and AML regulations
Submission of updates to management
Participation in projects and special assignments, as requested on a periodic basis

Business Operations Associate Resume Examples & Samples

Responsibilities include using data to build insights about our partnerships, driving statistical analysis on platform performance, conducting analysis to identify trends and factors of growth, strategically evaluating new market opportunities, creating new metrics to evaluate the business
The ideal candidate will be passionate about Facebook and about games (including Facebook Canvas, mobile, PC, and/or console)
The candidate should also have a demonstrated interest in data and technology, work well independently, and be highly analytical
This role will challenge the candidate to understand and contribute to many facets of Platform and Games, including business analytics, risk and revenue forecasting, data management, and executive reporting

Junior Accounting / Operations Associate Resume Examples & Samples

2+ years of experience in the Financial Services industry
Great interpersonal skills
Knowledge of Eze Castle software

Billings Operations Associate Resume Examples & Samples

Ability to assist in managing and driving a team and self to reach and exceed targets set on a weekly, monthly and quarterly basis
Accurately set up, maintain and off-board client billing records within Aladdin and the billing system with the follow on process being followed to accurately complete or review complex calculations / invoices in accordance with the Investment Management Agreement (IMA) for the client on the agreed billing plan and within the specified timeframes
Capability to communicate instructions to team members in a clear, concise and constructive manner
Development of team members’ skills and to increase their knowledge within the Billing Operations Team upon review of set ups or invoices for clients
Ensure the controls over client records within the Billing Systems are adequately maintained and that data integrity is not compromised and up to date
Ensure all processes are following Sarbanes Oxley risk control and Operating procedures, and that these procedures reflect the actual process within the department
Actively support ad hoc projects/issues as requested
Build and manage relationships with key global stakeholders including Client Business, Operations and other Finance teams ensuring any decisions and process changes are clearly communicated along with their impact
Provide support to the Billing Team Lead across a wide range of team activities and functions with regular communication to management regarding the activity of the team
Prior asset management experience helpful
Exposure to a billing process and controls environment
CISI Investment Operations Certificate (IOC)/CFA Society of UK (IMC)
Self-starter, highly numerate, quick learner, and team player

Cib Operations E Cs Team Operations Associate Resume Examples & Samples

Managing enablement on eTrading platforms (Bloomberg, FXall, etc)
Direct client training experience on technical functions
All FX products and why they are traded
Institutional and Corporate client service
JPMMarkets platform experience
Credit monitoring process
Understanding of the global regulatory environment and impact on clients and trading ability, documentation required to show compliance
Understanding of the JPMorgan legal entity structure and purpose
Understanding of the E2E support model and the roles across JPMorgan
Understanding of the risk environment and actions required to mitigate risk
Influencing and negotiating skills

Operations Liquidity & Collateral Liquidity Operations Associate Jersey City Resume Examples & Samples

Compiling firmwide liquidity projections
Performing analysis around collateral management efficiency
Liaising with internal groups (Credit, Sales, Trading, Middle office, Legal, Front Office, Settlements, and Corporate Treasury) to resolve collateral issues
At least 5+ years of work experience in Operations or related field
At least 5+ years of work experience in Finance or related field
Ability to deal with multiple complex issues at the same time while meeting client deadlines

Reconciliations Operations Associate Resume Examples & Samples

Check weekly ageing reports against risk reporting and escalate to product management and senior management, where appropriate
Assist and train the staff at TCS in exceptional processing cases
Review and approve SWIFT messages including the messages returning unapplied funds
Identify risk issues, escalate where appropriate and provide assistance in resolving issues
Ensure upward, downward and peer communication of developments and issues
Communicate changes/developments (process, organization or service related) to the vendor on a timely basis
Timely escalation of any process/people issues (TCS related) to the vendor management group
Provide coaching and mentoring to subordinate staffs
Participate in organizational initiatives
Recruit permanent/temporary staff for the group, if required
Self- confident, demonstrates integrity and demonstrates business appropriate behavior
Ability to delegate and monitor the progress
Sense of ownership
Risk awareness and ability to recognize potential risk issues
Ability to follow through the tasks in systematic manner to completion
Positive attitude with the ability to work in a team oriented environment
Experience in reconciliation processes
Attention to detail, and ability to perform to a high degree of accuracy
Experience with metrics reporting and reviewing related to account reconciliations
Innovative and creative challenges to existing processes
Ability to adapt to changes

Denim Fabric Operations Associate Resume Examples & Samples

Research global denim market
Maintain an understanding of suppliers key fabrications, lead times, and minimums
Track sample yards as needed to factories
Continually update R&D, PD, Wash development team on fabric status
Create fabric ICs into PDM / FLEX PLM and assure that all details are distributed to teams
Assist operations Sr. Director in collecting fabric projections and data
Assist Sr. Director with collecting volume projections from each brand
Prepare negotiation material for each season
Coordinate mill appointments as needed
Assist with technical research projects
Review FDS sheets with manager to assure fabrics are production ready
Partner with Greensboro technical team on QA testing and/ or production challenges
Maintain seasonal fabric binders
Maintain all electronic records and shared drives
Provide fabric reports to teams as needed
Continually update and maintain fabric swatches and fabric library of active fabrics

Global Loans & Services Operations Associate Shared Services & Banking Operations Resume Examples & Samples

Confident Professional
Problem solver, Analytical, Detail oriented
People person
Excellent organization skills are required
Strong communication and escalation skills are required along with the ability to multi task and manage deadlines

Digital Ad Operations Associate Resume Examples & Samples

Scheduling iHeartRadio NYC digital advertising campaigns
Ability to learn the latest industry related tools and software (DFP, Omniture, HTML, JavaScript)
Communicate with clients and/or co-workers in non-technical but sales worthy language to yield desired results
Be the liaison for the Integrated Media team and the sales department regarding all digital campaigns
Assist account executives and sales assistants with digital recaps and digesting campaign results
Assist with overseeing department assets within company intranet
Responsible for pulling inventory reports
Schedule and maintain all sales elements for the Online Rewards Program
Work with company paralegals to compose sales contest rules for online contests
Strong understanding of online performance statistics and website metrics
Strong communication and interpersonal skills with individuals and groups
Extraordinary social media and overall digital proficiency
Positive, solution-oriented attitude and ability to multitask

Business Operations Associate Resume Examples & Samples

Manage, monitor and test data quality for originations / sales business. Support review and data entry into Client Central and Customer Knowledge Center (CKC), for both REB and CDB
Attend and actively participate as LOB designee in various work streams. Partner with key business and functional partners to drive initiatives
Data management, extraction, manipulation and reporting (regular and ad hoc)
Business analysis/project management support for regulatory work streams and various business/strategy needs
Build out internal documentation and procedures around controls and regulatory work streams
Self Starter with the ability to work independently
Strong interpersonal skills and the ability to work collaboratively; develop strong partnership with multiple levels of employees
Strong analytical skills with attention to detail
Ability to work in a demanding, fast paced environment with competing priorities
Advanced expertise with Microsoft Office suite, particularly Excel, PowerPoint, Pitch Pro and Access

Business Operations Associate Manager Ad Tech Resume Examples & Samples

Assess ad tech market opportunities, analyze current business performance and build statistical models to extrapolate current and historical trends into forward-looking forecasts
Monitor forecasts and benchmark performance internally and externally while understanding the sources of deviation
Own end-to-end partnership with a broad array of business leads and drive ad tech initiatives at the senior business leadership level
Lead and coordinate cross-functional projects
Conduct revenue analysis to identify trends and factors of growth
Present outcomes at reviews with business leaders across Facebook

Operations Associate, Men s Specialty Resume Examples & Samples

Ensure the efficient systems set-up and ongoing management of all seasonal inventory within the Men’s Specialty Store divisions to achieve sales goals and objectives
Coordinate the timely and accurate reporting of divisional bookings and inventory updates vs. budgets
Work with Merchandising, Sales and GSO to ensure effective and efficient execution of sample process
Serve as liaison to I.S. for all special projects and system updates to support efficient operation within the Specialty division
25% Inventory Management
Execute seasonal entry of initial projections for Specialty Sportswear, Dress Furnishings and Big & Tall as directed by Specialty Merchandising team
Manage VR Link process for Specialty Sales- coordinate seasonal set-up, manage updates, projection downloads, work with IS and VR Link contacts to ensure efficient operation and timely resolution of issues
Develop and assist in the query based access to inventory availability to facilitate ease of use for AE's to view and sell excess inventory
25% Business Reporting
Update, validate and distribute bookings reporting for all wholesale businesses on a weekly basis
Communicate with Sales Team to constantly update/manage accuracy of bookings and left to book forecasts
Assist in all general Bookings and Inventory reporting for SVP of Specialty Store Division and Specialty Store Merchandise Planning team
Coordinate and manage the tracking of retail sales for all major customers on a weekly/monthly basis
Facilitate all corporate and special project reporting requests as needed
15% Sample Process Coordination
Primary contact with Merchandise Planning, Production, GSO and Finance for all Sample process coordination
Manage initial entry, updates and status tracking related to sample and swatch orders for Specialty Sales offices
Manage delivery deadlines with Production to ensure on time performance. In cases of late or non-delivery, identify inventory ramifications and selling tool needs to support sales team
Ensure timely return of all samples to GSO and Regional Sales Offices each season
Maintain all records and control related to the recovery of all non-mutilated samples per defined schedule
Work closely with Account Executives to provide sales and product information and selling tools as needed
15% I.S. Liaison
Act as liaison with VRLink to ensure efficient operation of remote order entry system for
Specialty Account Executives
Manage control files that VRLink uses to present data to the Sales team
Work with AE's and VP to determine enhancements to VRLink that are needed for the system to evolve with business requirements
Primary sales contact for coordination of special projects, i.e. Data Warehouse Project -managing recaps, call outs, requirements of sales, planning, and retail analyst. Work in tandem with VP Sales, and VP of Planning
20% General Sales Operations & Administration
Prepare and manage all details of seasonal Sales Meetings and markets four times a year
In conjunction with Merchandise Planning team ensure timely distribution and update of seasonal stat books and paginations
Work with Sales and Merchandise Planning teams on managing inventory visibility to minimize liabilities
Coordinate preparation and execution for all Management meetings, Line Openings, Key Account meetings and Special Projects
Track and process all Weekly and Monthly expense reports for VP review and SVP approval
Support SVP and VP with coordination of all daily/weekly/monthly scheduling and general admin activities.Assist in facilitating phone contact from customers and AE/s to SVP and VP when in meetings, traveling, etc

Operations Associate Resume Examples & Samples

3+ years of experience in Hedge Fund / Asset Management Operations
Bachelor’s Degree in Accounting, Business and/or Finance
Knowledge of local and global settlement practices and conventions
Knowledge and previous experience with the following products both U.S. and International, including Asia: Equity, Derivatives, Equity Swaps, Credit Default Swaps, Bank Debt, Corporate Bonds, Convertible Bonds, other Distressed Instruments, FX
Solid understanding and resolving of P&L issues
Working Knowledge of Portfolio Accounting Systems
Previous experience using Geneva
Experience with Advent Geneva and/or Citco systems

Operations Associate Iii Czd Resume Examples & Samples

Research and prepare Assignment of Mortgage requests
Interact with vendors in support of procedural issues
The incumbent works under moderate supervision and exercises reasonable judgment in performing duties
Associate’s Degree preferred

Operations Associate Ii D Resume Examples & Samples

Assist internal and external customers with basic problem resolution
Perform other duties as requested by management, the incumbent will work under immediate supervision and exercises minimal judgment in performing duties
Internal contacts within department or other M&T departments
One year relevant work experience
Associate's degree preferred
Simple to moderate problem solving skills
Is reliable and flexible

Operations Associate Resume Examples & Samples

Process purchase orders, monitor deliveries, and reconcile purchasing discrepancies
Process and verify accuracy of invoices
Review price proposals, review contracts, and purchase orders for conformance to company policy
Negotiate prices, discount terms, delivery arrangements, and contracts with vendors
Mobile device management
Create and analyze reports for areas that are managed within the department
Coordinate projects to ensure timely and smooth implementation
Proactively identify areas to improve the company operation efficiency and initiate projects to achieve such improvements

Operations Associate Iv D O Resume Examples & Samples

The incumbent works independently under general supervision as well as a member of a team
Excellent PC skills with a thorough knowledge of Microsoft Office including Excel, Access, Word , and Powerpoint
Strong analytical ability and creative problem solving skills
Ability to interact effectively with all levels of personnel

Business Operations Associate Chicago Resume Examples & Samples

Assist with the implementation and execution of control related testing to substantiate and measure the effectiveness of controls within the business, specifically related to licensing
Document test plans and results, and identify gaps in controls or operational processes
Interpret results and convey in a concise, straight-forward, and professional manner to individuals within and outside of the business
Develop deep business process knowledge staying abreast of business and regulatory changes, specifically related to licensing
Provide business support for various risk management initiatives as assigned
Able to prioritize issues and multi-task effectively to handle multiple assignments in a fast-paced, high volume environment while remaining calm under pressure
Highly motivated and proactively takes initiative when emerging issues are identified
Excellent verbal and written communication as well as presentation skills, with strong attention to detail
Minimum 3 years of work experience in financial services industry
Audit, compliance or operations experience a plus
Prior experiences with PitchPro and SharePoint a plus

TK SSG / Loan Operations Associate Resume Examples & Samples

Responsible for the timely and accurate trade capture and checkout
Responsible for retaining transaction related documents & regulatory reporting
Responsible for monitoring and processing trade lifecycle events & cashflow settlements
Control, reconcile, and resolve the trade processing exceptions in liaison with Finance Controllers
Work with Technology and Data for implementation of new processing platforms and system enhancements through CTB/RTB projects globally

Operations Associate Resume Examples & Samples

At all times present oneself professionally and in line with the brand image and company grooming guidelines
Be perceptive of customers’ needs, listening and showing enthusiasm for the product and brand. Ensuring your actions help drive the customer experience
Understand and effectively follow all point of sale procedures e.g. Global Refund, VAT procedures (where applicable), Customer Compliance, Till procedures (cash handling, credit authorization, acceptance of checks, exchanges) etc
Ensure all customer goods are wrapped and presented in accordance with company guidelines and ensure the highest level of service is delivered
Strive and assist the store in meeting sales targets
Be aware of the complaints procedure for customers
Be aware of visual merchandising guidelines and assist to re-position displays when required
Assist Sales Associates by locating stock required for customers
Assist the Stockroom Associates to maintain the stockroom at all times, ensuring it is kept in an orderly manner and all products are correctly tagged and ticketed
Assist with the delivery of stock when needed, collecting altered garments for customers and transferring garments to other stores as required
Carry out any additional duties supporting the sales team as directed by the management team
Uphold the company culture and bring to life Burberry’s core values – Protect, Explore, Inspire

Operations Associate Resume Examples & Samples

4+ years of experience in an Operations role
Familiar with Equity, fixed income, credit, FX and commodity products
Microsoft Office/Suite proficient (Excel, etc.)
Experience in Treasury and/or Collateral Management
Knowledge of Imagine or Geneva accounting system

Operations Associate Resume Examples & Samples

Review documents for accuracy and compliance to regulatory requirements
Perform data entry multi-step tasks in a queue environment
Minimum two (2) year relevant work experience
Strong PC skills with knowledge of applicable MS Office products
Strong oral and written communication skills with good organizational skills
Customer service skills and the ability to work with a team
2-3 years office experience preferred

Branch Operations Associate Resume Examples & Samples

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Minimum of three years proven and progressive customer service experience within the branch environment or equivalent
Minimum of an associates degree in business, accounting, related field or equivalent experience
Proven organizational, analytical, planning and mathematical skills
Sound knowledge of Company products and services offered within the branch system, related operational activities and pertinent regulations

Operations Associate Resume Examples & Samples

Perform loan processing and research
Prior customer service experience
Three years’ office experience preferred
Ability to retain information and apply to required tasks
Working knowledge of AFS helpful
Notary public (as required by department needs) preferred

Operations Associate Iii D Ub Resume Examples & Samples

Assist in resolution of complex issues
Interpret legal and bank documents for internal processing
External contact with attorneys, customers, vendors, outside agencies
Associates Degree preferred

Senior Operations Associate Resume Examples & Samples

Demonstrates ability to process data accurately under tight time constraints
Demonstrates ability to create system reports and data proofs
Demonstrates general knowledge of Microsoft Office Products, proficiency in excel and word

Collateralized Loan Obligation Operations Associate Resume Examples & Samples

5+ years of experience, with 2+ years of direct experience working with Collateralized Loan Obligation (CLO)
Strong knowledge of CLOs/CDOs including compliance test requirements and governing documents
Experience with relevant software in the space

Complex Operations Associate Resume Examples & Samples

Minimum of 1-2 years of industry experience
Intermediate computer skills (including Microsoft Office)
Series 7 or ability to obtain within the first 6 to 12 months on the job if required
Series 63 (or the equivalent of a Series 66 may be required pursuant to regulations) or ability to obtain within the first 6 to 12 months on the job if required
Able to perform core responsibilities with little or no direction from management

Operations Associate Resume Examples & Samples

2+ years of Operations experience
Previous experience with OTC Derivatives
Solid understanding of an Operations department within the asset management sector and knowledge of front to back trade processing
Shows an understanding of products ranging from Fixed Income, Credit and Rates
Working knowledge of Charles River

Development Operations Associate Resume Examples & Samples

5-7 years of development experience with demonstrated success in managing annual fund and data management systems
3-5 years experience working with Raiser's Edge, including experience training and troubleshooting
Excellent computer and MS Office skills, including Raiser's Edge database, spreadsheets, Crystal Reports, and the Internet
High level of attention to detail and ability to multi-task
Effective interpersonal skills and ability to maintain important relationships with internal constituencies
Proven oral and written communications skills
MPA, MBA or other advanced degree

Operations Associate Resume Examples & Samples

Check weekly ageing report against ops risk reporting and escalate to product management and senior management, where necessary
Review changes suggested by TCS related to process, documentation, etc. and approve by following the proper change management process
Participate in various governance meetings

Derivative Operations Associate Resume Examples & Samples

Drafting, reviewing and negotiating of structured and exotic equity derivative confirmations
Producing and negotiating Master Confirmation Agreements, supporting electronic submission and matching
Investigation of booking and term sheet issues, which will involve daily interaction with sales, trading, legal and other internal clients
Monitoring daily workflows to ensure confirmations are prioritized accordingly, ensuring Morgan Stanley meet external, FED-imposed, documentation targets
Production of reports and metrics for management
Active engagement in projects space. The individual should consistently look for control gaps and way to improve processes to ensure risk is minimized
Prior experience drafting and reviewing vanilla, mid-structured and bespoke Equity Derivative documentation is highly desirable
Knowledge of, and comfort with, the ISDA equity and swap definitions
Strong communication skills, preferably with experience as a direct point of internal+external client escalation
High attention to detail, coupled with advanced analytical skills
Strong teamwork ethic, whilst also having the ability + initiative to work individually, to complete tasks to high standards
An individual who is consistently looking to improve systems and processes
Awareness of current market initiatives in the Equity Derivative Documentation space
Knowledge of financial services industry, or legal background
Interest in learning about documentation and finance

Mortgage Banking Document Operations Associate Resume Examples & Samples

Excellent verbal and written communication skills; excellent telephone etiquette
Ability to work overtime
Ability to stand for long periods required for some positions

Operations Associate Resume Examples & Samples

Daily update/reconciliation of Advent software systems and assist with monthly performance updates and quarterly billing
Prepare quarterly invoices for client fees, prepare and send instructions to custodians to direct debit client fees
Produce investment performance packages and statements presented to clients
Performing tasks, such as client correspondence, database maintenance, filing, and office financial reporting
Complete assigned research or special ad-hoc projects as needed
Maintain written procedures on all aspects of this position
Strong proficiency in Advent APX and Revenue Center required; Factet, Moxy, and Morningstar a plus
0 to 5 years of work experience
College degree in business, investments, or financial services

Operations Associate Resume Examples & Samples

Review, process and reconcile asset transfer requests including gifts, incoming transfer of assets, internal transfers and external transfers
Communicate with necessary internal parties regarding discrepancies and exceptions, including items impacting critical workflow
Manage daily workflows in multiple ticketing systems including KACE and SharePoint
Lead and contribute in departmental and firm-wide projects and initiatives
Create an improved operating environment by instituting best practices through collaboration with internal and external resources
Analyze key work drivers and identify opportunities to reduce manual exception rate through various methods, including automation and other technologies
Complete ad-hoc tasks as necessary
Transfer of account experience in the financial services industry
Proficiency and understanding of equity securities, fixed income instruments, derivatives, alternative assets and other securities, and possess general knowledge of market mechanics
1-3 years of financial services or operational experience
A high level of attention to detail and ability to work under pressure
Bachelor degree, preferably in Finance, Accounting or Economics
Demonstrate experience and knowledge of various productivity software including Microsoft Excel, Word, and PowerPoint

Operations Associate Resume Examples & Samples

All tasks involved with accurate daily operations of the stock room and processing of store merchandise to the selling floor and/or stock room, and all communication and documentation related to the stock coordination function
Ensure stockroom priorities are aligned with sales floor priorities. Build and implement a gameplan to react appropriately to business opportunities and trends
Partner with management team on the implementation of monthly visual directives by ensuring that merchandise is received and processed in a timely manner and available for the sales floor and sales staff
Ensure markdowns are taken and that merchandise is properly packaged, ticketed, and logged following all processes and procedures. Ensure merchandise is safely stored and easily located for replenishment for the sales floor
Practices security measures that help deter theft, understands the procedures for handling transfers in or out, receiving new merchandise, handling merchandise discrepancies
Contribute to positive employee relations through effective communication, teamwork and partnership with co-worker and the management team
Maintains the stockroom areas in a neat and orderly manner, and in keeping with the Company's Operational and Safety policies
Ensure standards of cleanliness, maintenance, and organization in stockroom and on selling floor
Ability to be mobile for extended periods of time
Ability to lift and mobilize medium to large items, up to 100 lbs., while utilizing appropriate equipment and safety techniques
Ability to operate and read scanning equipment for extended periods of time
Strong planning and time-management skills, with demonstrated ability to handle multiple tasks simultaneously
Effective communication, organization and problem solving skills as well as strong and palpable “sense of urgency” for implementing courses of action
Given the seasonality of the business, this position may require flexible, additional working hours during peak periods
High School diploma required
1 year of warehouse/shipping and receiving experience desired

Operations Associate Resume Examples & Samples

Functions as the head of Global Distributed Operating Model Management
Coordinate Client Requested Changes to Operating Model and Reporting
5-10 years of experience in Operations
Strong technical skills including mutual fundaccounting and generally accepted accounting principles (GAAP)
Knowledge of 40 ACTs Accounting-Fund Accounting, Financial Reporting and Tax Operations Change to “Knowledge of Investment Company Act of 1940 with experience specific to Financial Reporting and Fund Administration”
Expert use of Microsoft Project, Word, Excel, PowerPoint, Visio and ability to present to senior management

Operations Associate Resume Examples & Samples

Responsible for the set-up and maintenance of Commercial Real Estate Hazard Insurance Coverage – Fire, Flood, Liability, etc., and the handling of all Customer and Broker/Agent inquiries regarding insurance
Responsible for the timely compliance to Special Escrow accounts and/or specific performance requirements due to Repair, Environmental, Violations, Reserve Accounts, etc. by providing timely customer follow-up and resolution
Responsible for the quality control of various work processed by other parties
Responsible for the review and/or processing of UCC renewals
Responsible for the review of various Commercial Real Estate Tax and Hazard Insurance disbursement or maintenance processed by other parties
Support Commercial Real Estate as well as supporting general inquiries regarding Escrow Analysis, Real Estate Tax payments, Tax Abatements, Mortgage Payment status etc
Assist in the review and processing of reimbursement requests for escrow holdback
Assist in the preparation of payoff figures for internal refinances
Assist in the preparation of satisfaction, assignment requests and maintain satisfactory contacts with attorneys and customers as requested
Assist in the scheduling and processing of En Mass Escrow Analysis and Individual Escrow Analysis as warranted
Assist in the timely follow up and resolution of escrow deficits or shortages and delinquent taxes on escrow and non-escrow loans
Provide support and monitor the disbursement of real estate taxes, liens and insurance follow-up as needed
Performs other related duties as required by the department manager
Good PC skills with knowledge of applicable MS Office products to include Word, Excel proficiency
Must be reliable and flexible
Simple - moderate problem solving skills
Good customer service skills and the ability to work with a team
Associates' Degree
Minimum two year of general office and/or mortgage servicing experience

Operations Associate Resume Examples & Samples

Perform exception processing and research. Assist in resolution of complex issues
Responsible for multiple systems, business and product lines
Performs other duties as requested by management, including but not limited to, participation on process improvement projects through the Leap methodology
Specific task Functions
PC skills with proficiency in MS Office products
Strong verbal and written communication skills with good organizational skills
Two to three years office experience
Experience with Shaw Loan Accounting System
Consumer Loan knowledge

Operations Associate Resume Examples & Samples

Setup and process modification information to system and report information accurately to business partners
Researches and interprets any questions/issues from internal and external customers along with front end facing business partners pertaining to Special Product mortgages
Reviews and interprets complex mortgage documentation to ensure proper servicing of loan terms
Performs other duties that might arise pertaining to Special Product mortgage servicing
Demonstrated ability to function professionally with customers, lenders, vendors and all levels of management
Mortgage Special Product servicing experience preferred
Experience working with Adjustable Rate Mortgages

Wrap Operations Associate Resume Examples & Samples

1-3 years of operations experience
Knowledge of Reconciliations
Collaborative and detail-oriented

Operations Associate Resume Examples & Samples

5+ years of relevant experience, specifically in an Operations role for an Asset Management firm
Working knowledge of Operations functions, including Reconciliation, Corporate Actions, Trade Settlement, and Performance and NAV Calculations
Solid time management and problem solving skills

Business Operations Associate Resume Examples & Samples

Bachelor’s Degree in appropriate scientific or business disciplines
3-5 years’ experience and/or equivalent competencies in pharmaceutical industry/clinical research
Working knowledge of the clinical development process
Excellent communication skills (both oral and written)
Familiarity with healthcare compliance and other relevant guidance
Ability to work effectively in cross function teams
Working knowledge of MS Office and database applications
Strong interpersonal skills, and ability to accomplish substantial tasks with minimal supervision

Operations Associate Resume Examples & Samples

Prepare settlement confirmations to be sent to customers
Reconcile and communicate daily opening cash positions for various entities
Confirm future payments with customers/counterparties
Monitor incoming payments
Update interest rate and exchange rate data into the system
Input daily activity into the system
Reconcile daily system updates
Prepare and distribute cashflow projections
Prepare daily general ledger transactions
Close the general ledgers for various entities at the end of the month
Generate monthly investor reports, rating agency reports and other ad-hoc reports, as requested
Prepare supporting schedules for the annual audits
Work on special requests/projects as they arise
Bachelor’s degree in accounting
No more than 2 years’ experience in financial services
Excellent organizational skills and superior problem solving ability
Good written and verbal communications skills and a team player attitude
Ability to handle multiple tasks and prioritize appropriately
Advanced knowledge of basic office and PC applications, including MS Word and Excel

Operations Associate Resume Examples & Samples

Daily processing of applications and redemptions on managed funds
Updating of managed fund prices & distributions
Liaising with external fund administrators
Communication of completed tasks to asset and investment managers
Reconciliation of cash and asset positions on managed funds; and
Settlement of Private Equity calls and distribution payments
Tertiary qualified, ideally in finance/accounting/economics/actuarial studies
Strong analytical skills and attention to detail to ensure zero rate of error
Prior experience reconciling financial data
Excellent communication skills and organisational skills
Self motivated and able to work effectively in fast paced environment; and
Previous experience in Funds Management preferred

Operations Associate Iv-mortgage Payoff Resume Examples & Samples

Interact with vendors for problem resolution
Participate on a limited basis in corporate compliance and legal matters regarding customer issues
Build solid working relationships with internal and external customers, attorneys, vendors, and outside agencies
High School or GED required
Three or more years of office / administrative work experience
Demonstrated oral and written communication skills
Five or more years of office / administrative experience

Operations Associate Resume Examples & Samples

Perform compliance-related exception processing and research for multiple business and/or product lines
Assist in resolution of complex issues and in the timely collection of CDD information by researching systems and coordinating with branch personnel
Minimum two (2) years relevant work experience (customer service, banking, etc.)

TK Ops, Financing Operations, Associate Resume Examples & Samples

Exposure Management (Cash/Non-cash margining)
Client reporting (Collateral & position statements)
Confirmation processing (E-mail & SHOGO via PSMS)
Billing
Fail cover processing
Trade Monitoring (Settlement status check & follow ups/Exception monitoring)
Regulatory reporting (Exchange/JSDA/BOJ)
Booking reconciliation/break checks
Account set up & maintenances
Corporate action processing (Mandatory/Voluntary events)
System enhancements/UAT
Client relationship management/lender reviews
New business/product approval process (NPA)
Client On-boarding
Client visits with BRM/IED/FID for marketing, providing operational expertise
Several years working experience preferably in financial services related industry but not limited to
Language: Native Japanese speaking/reading/writing and business level English are required
Excellent communication, influencing and organizational skills in both Japanese and English
Keenness and curiosity to learn new skill sets and challenge new things
Good team player who can contribute towards building strong team spirit
Microsoft Office Suite (Excel Pivot/Vlookup etc... /Power Point/Word)
1-5 years experience in equity operations and in Stock Loan/Margin/financing business - preferred
1-5 years Financial Industry experience (open to Trust bank, Commercial bank, Insurance Company in Japanese firm)
An understanding of trade life cycle and technology and its application
An understanding of technology and its application in an STP processing environment
Client services/relationship management experience dealing with domestic clients including trust banks/asset managers
Project management and Business analysis experience. Experiences in BPI/BPR
Qualifications: RR/Internal Control (Naikan) holder preferred
Other competencies: This person should be a self-starter, a team player, a fast learner and independent being. This person should have the flexibility to review and change the approach when situations change

Operations Associate Resume Examples & Samples

Properly secure collateral for the Bank
External contact with customers, automobile and recreational finance dealers, vendors, outside agencies
Basic PC skills with basic knowledge of applicable MS Office products
Basic oral and written communication skills with good organizational skills

Operations Associate Resume Examples & Samples

Minimum of one years relevant work experience
Associates degree, or in lieu of a degree 2 years work experience
Minimum of two years office experience preferred

Operations Associate Resume Examples & Samples

2-6 years of Bank Debt knowledge
Prior experience in Debt Settlements and Loan Closings
Leadership abilities

Operations Associate Resume Examples & Samples

Ensure fully functioning registers and enforce back of house standards for cash and media maintenance and accuracy
Oversee all construction and overnight maintenance. Supervisor performance of contractors and ensure quality meets our standards
Consistently look for ways to cut costs while improving the work environment of staff
Develop shipping/receiving department to ensure goods are received and placed on floor quickly and accurately
Serve as a senior manager in the store overseeing and aspects of store management
Control all inventory movement, to minimize shrinkage, and to ensure the safeguarding of all company assets
Responsible for all aspects of bi-annual store inventory
Responsible for accountability of store keys
Assist with opening and closing store on daily basis
Assist in securing doors, windows, merchandise and successful alarming of store
Maintain presence on selling floor to ensure sales associates are supported as needed
Partner with Visual Management to ensure visual needs are met while complying with fire safety laws and space needs
Possess a thorough understanding of company policies and procedures & consistently follow and enforce company guidelines on operations
Serve as contact person with regard to all operations policies as stated in the Burberry Operations Manual

Business Operations Associate Resume Examples & Samples

Requires strong background in Chase Investments; Brokerage platform and products in particular
Prefer Proven success and experience in Business and or Consumer banking with knowledge of branch and back office operations, roles and responsibilities, sales structure and product/service offerings
Strong research, problem solving and decision making skills
Proven success and experience in working with high net-worth advisors, clients and senior level management
Knowledge of sales structure, products/service offerings, consumer, business, and private bank operations
Ability to identify key trends and issues within a given market and propose ideas/solutions for training, possible technology enhancements and process changes; as well as reducing the potential impacts to risk and controls
Ability to prioritize, manage and execute multiple tasks and work streams; manage to deadlines with timely responses
Proficient in branch and investment systems; Workstation, Connect, Customer Assist, Contact Manager and reporting
Effective organization, time management and prioritization skills; prefer 8 to 10 plus years of investment experience
Maximizes technology and resources
Prefer series 7, 24 and 66 license beneficial to understanding the products and services provided

Development Operations Associate Resume Examples & Samples

Facilitates the gifts process as it pertains to check, credit card, online, stock, wire transfer and recurring gifts including
1-3 years of working in fundraising or in a nonprofit setting
Experience with Raiser’s Edge or another comparable relational database
Computer literacy; familiarity with Microsoft Office Suite
Facility with numbers and knowledge of import, global add and change functions
Superior organizational skills and an excellent attention to detail
Ability to work as part of a team and to meet deadlines
Maturity of judgment, high level of accuracy, and close attention to detail, when managing various data driven projects
Knowledge of Blackbaud’s NetCommunity or online giving a plus
Knowledge or interest in the performing arts preferred

Project & Operations Associate Resume Examples & Samples

Leads cross-functional project teams and subteams to develop and implement new programs and process improvements. Manages projects in accordance with Starbucks established program management methodologies. Ensures that multiple projects meet specified timelines and deliver expected results
Manages and monitors project or program schedules, progress and costs to ensure that expected results are delivered on time and within budget. Maintains, adjusts and updates project plans as needed. Consolidates, communicates and ensures resolution of all issues. May develop and collect performance metrics
Represents business unit, department or functional area on cross-functional project teams. Provides functional expertise to assess potential financial and operational impact. Influences project direction in order to maximize effectiveness and minimize risk to operations
Supports adherence to operational compliance requirements
Evaluates processes and recommends solutions to increase the effectiveness and efficiency of existing products, programs, and processes
Prepares and implements communication and training/education relating to operations, initiatives, products, systems, and program changes to ensure that partners, customers, and others are prepared to adopt changes
Works with internal communication groups to ensure that content of communications is written consistent with Starbucks style, and delivered timely and appropriately
Collaborates with Information Technology regarding systems maintenance, development and configuration changes, upgrades and problem resolution
Working across functional areas to develop effective business solutions that align with company and business unit/department objectives (3 years)
Participation in a variety of projects with progressive responsibility and leadership (2 years)
Participation in most aspects of project management including elements of scope, time, cost, risk, quality, integration, procurement, human resources and communications (2 years)
Application of industry-based project management methodologies and tools (1 year)
Requirements gathering and analysis (1 year)
Training/Communications experience (1 year)
HR systems experience
Ability to lead projects to completion
Ability to simplify and structure complex and ambiguous problems
Ability to present complicated material in a concise and effective way
Ability to lead, mentor and train team members
General knowledge of business unit, department or functional area's goals and practices
Demonstrated ability to establish cross-functional, collaborative relationships with business partners
Demonstrated ability to apply general business knowledge and experience in a complex, fast-paced global environment
Knowledge of basic business principles and company goals and objectives
Ability to define objectives, scope and resources for projects extending beyond a department or business unit
Working knowledge of project management methodologies, from initial justification through implementation and evaluation
High proficiency in Microsoft Word, PowerPoint, Excel
Proficiency in MS Visio, Project and SharePoint preferred

Mortgage Banking Document Operations Associate Resume Examples & Samples

Timely and accurate notarization of documents in accordance with all applicable procedures and commission rules
To ensure their signing authority matches the scope of their work and their notary credentials are up-to-date
Must ensure that daily releases are matched accordingly with the county checks for execution of recordation, along with satisfactions signed as directed
Will be responsible to ensure that all satisfactions are accounted for and ensure all required documentation per each county is contained within the satisfaction package daily
Notary Commission required
One year of Mortgage Banking experience preferred
Extensive Analytical and strong leadership skills
Knowledge of the Custodial Servicing SystemWinCMSS
Excellent Verbal & Written Communication Skills
Proficient PC knowledge (Excel, Word, Internet)
Excellent customer service skills, negotiation, time management, interpersonal and teamwork skills
Ability to develop and maintain relationships with internal and external clients
Ability to interact with all levels of Management both internally and externally
Proficient user knowledge of Chase servicing systems
Ability to perform in a fast-paced environment is a must

Senior Operations Associate Resume Examples & Samples

Monitor, review, and reconcile asset transfer requests including gifts, incoming transfer of assets, internal transfers and external transfers
Works directly with associates and other operations team members to resolve exceptions that impact day-to-day operations and communicates items to Team Lead
Collect, research, monitor and review complex security and market data
Proactively review and resolve security data and transfer related exceptions and escalate exceptions that require additional review
Manage and monitor daily workflows in multiple ticketing systems including KACE and SharePoint
Understand and exercise expertise in the flow of data from our custodians through to Advent and ultimately to our client portal, TouchPoint
Demonstrate Brown Advisory’s culture to innovate, create and challenge processes and procedures
2-5 years of financial services or operational experience
Proficiency and familiarity with derivatives, structured products, and alternative investments
Demonstrate an aptitude for numbers and quantitative proficiency
Strong problem-solving and communication skills
Experience with Bloomberg, IDC and/or Charles River

Secured Funding Operations Associate Resume Examples & Samples

Day to Day support of the Fixed Income Financing book
Processing lifecycle management for secured funding and securities lending transactions
Collateral efficiency and optimisation
Setup and execution of complex financing flows
Responding to ad-hoc queries, maintaining a strong network with all internal clients
Previous Fixed Income product and Repo experience required
Ideally experience of Financing:Triparty financing, working with triparty agents
Strong communication skills:-can build internal and external relationships, and articulate key messages succinctly and effectively
Degree educated or equivalent
Ability to pick up new tasks and functions quickly and work independently

Operations Associate Resume Examples & Samples

The ideal candidate will demonstrate a solid proficiency and understanding of equity securities, fixed income instruments, and other securities, and possess general knowledge of market mechanics
Minimum 1-2 years of applicable experience required
Proficiency and familiarity with alternative investments is preferred, but not required
A high level of attention to detail and ability to work under pressure is required as errors may produce significant financial risk
Prior experience within a broker/dealer or trading operations department is helpful
Bachelor degree required, preferably in Finance, Accounting or Economics
Customer focus and follow-up skills
Demonstrate experience with and knowledge of Microsoft Excel, experience with macros and VBA is a plus
Strong time-management skills and ability to work under pressure with multiple deadlines and a sense of urgency
Bloomberg terminal and API knowledge is a preferred
Ability to meet tight deadlines in a quick and efficient manner
Ability to escalate as necessary and expeditiously

Foreign Exchange Operations Associate Resume Examples & Samples

Trade Capture and Trade Affirmation
A solid understanding of the process and risks associated with the affirmation, confirmation and settlement
Good knowledge of ISDA Definitions and the FX market/product suite as well as great accuracy and attention to detail are essential
Good IT skills with proficiency in Microsoft Word/Excel and the ability to understand and negotiate new systems quickly
Ability to consider the impact of own and others actions on other teams/departments involved in the front-to-back confirmations process. Ability to push back on inappropriate requests

Mortgage Banking Document Operations Associate Resume Examples & Samples

Minimum of two years banking or related experience
Working knowledge of mortgage documents
One year lien release experience preferred. One or more years of chain of title experience including experience as a title agent or abstractor also acceptable
Knowledge of State requirements for lien release preparation and document recordation preferred
Ability to maintain attention to detail in a fast-paced environment
Ability to multi-task and produce results in a fast-paced and deadline-oriented environment
Ability to think independently, assess risk and controls, and make calculated risk based decisions in a timely manner
Strong PC skills (proficient knowledge of Windows XP, MS Word, Excel (Access, a plus)
Ability to identify situations that require attention and resolution as well as appropriate discretion to escalate to senior manager when necessary
Ability to build and maintain rapport with customers, colleagues, peers, and other departments
Must be able to work overtime as required by business needs
Consistent punctuality

Operations Associate Iv-du Resume Examples & Samples

Provide customer service support to our internal business partners via support line and email box, of loan maintenance and research
Assist in monitoring daily departmental workflow and providing staff support
Participate on a limited basis in corporate compliance and legal matters regarding customer issues. Build solid working relationships with internal and external customers, attorneys, vendors, and outside agencies
Associate’s degree level of education or higher

Operations Associate Resume Examples & Samples

Navigate different portfolio and CRM systems to maintain and update client data as needed
Manage new account processes, working with wealth teams to ensure account documentation is complete and on file
Aid in reconciliation of account statements and custodian data versus portfolio systems, and perform regular quality checks to ensure accuracy of data
Take on projects and be accountable for completion with or without direct supervision
Respond to internal client requests with optimal customer service while operating within ethical and compliance guidelines
Work with large volume of data to convert new companies to our operational support
Learn automation and scripting techniques used by the department, understand and implement new technology
Strong aptitude for computer systems is required
Individual must embrace change and have a desire to learn
Experience with Microsoft VBA, SQL, Advent, Salesforce, Orion, EZE, or other portfolio and CRM systems beneficial
The ability to manage multiple tasks and maintain the necessary attention to detail in a fast-paced environment
Ability to organize time and perform tasks with minimal direction. Must take ownership of assigned tasks and show initiative in identifying opportunities for positive change in the department
Highly organized, detail oriented, with strong analytical skills

Operations Associate Resume Examples & Samples

Acting as a liaison between the Supplier and the end Customer
Hybrid role
Past Customer Service experience
Excellent communication skills and ability to think on your feet
Organized and able to multi-task
Innovative and desire to drive change

Operations Associate Resume Examples & Samples

4-5 years of experience with OTC settlements
Prior experience with settlements
Experience with Interest Rate swaps
Polished and professional experience
Knowledge of credit exposures
Buy Side experience

Junior Operations Associate Resume Examples & Samples

Manage and reconcile daily cash activity for fund accounts
Manage expense payments for fund accounts
Fund tax provision calculations
Intra-company and external communication of fund information
Provide back-up and support for various projects and activities as needed

Operations Associate Resume Examples & Samples

Strong customer facing skills and communication
Strong analytical and process improvement skills
Self-reliant and able to motivate others
Problem solving mindset with strict attention to detail
Project management with the ability to multi-task
Familiarity with Excel and SQL also a plus

100

User Operations Associate Finnish Resume Examples & Samples

Moderate content (e.g., reviews, photos, profiles) reported by the Yelp community to keep the site fun and useful
Apply team policies and message users effectively
Provide email-based customer support in Finnish and English
Translate from English to Finnish and Finnish to English
Investigating site quality issues

101

CIB Ops-proxy Voting & Mailings Operations Associate Resume Examples & Samples

On a daily basis ensure timely and accurate completion of all daily oversight control reporting of the third party proxy vendor ensuring appropriate actions are taken to process late, amended and previously rejected voting instructions in line with documented procedures and controls
Ensure all client instructions are received, verified and executed to market in a timely manner
Work with Network Management to complete ASA’s, provide input into sub custodian transitions and work cohesively to resolve day-to-day issues as they arise
Monthly review update and signoff on the departments Risk Control Self Assessment, together with the management of Phoenix entries
Monitor and maintain oversight of client and vendor Service Level Agreements, with formal semi annual reviews
Complete end of day review and signoff on group email boxes and internal query management tools along with control checklists to ensure effective management of proxy voting operations
Proactive management of client relationships is executed to enhance the client experience with J.P. Morgan
Work with Product, Network Management, and proxy vendor to resolve day-to-day issues identified through daily operations and enquiry management
Assist the Senior Manager in the day-to-day management of the proxy voting process ensuring effective workload balancing for team members
Manage your individual workload to ensure individual, team and departmental deadlines and objectives are met
Identify and Escalate to management any process and/or procedural changes required as driven by the clients, markets or business functions
On a semi-annual basis work with the team to review and, where necessary, seek approval for updates to processes or procedures to minimize risk and improve the operational environment. Urgent changes to processes or procedures should be documented and escalated immediately
Provide support, guidance and training to team members on a day-to-day basis to share knowledge and strengthen the team across product line to enhance global client relationships
Take full responsibility for adherence to all departmental best practices, procedures, policies, checkpoints and controls as well as the execution of these by your team
Provide effective team communication through regular one-to-ones and team meetings providing information on changes impacting the team this includes but is not limited to market changes, functional moves and procedural / service changes
On a quarterly basis meet with each direct report to discuss progress, training needs, assigned goals and career objectives. These meetings should be documented with clear actions and implementation for training needs
On a semi-annual basis complete formal performance development review with each direct report updating and amending objectives within Performance Management Central
In the event that a situation arises where you are unsure how to proceed then you should immediately escalate to your manager for support and guidance
Results based experience demonstrating strategic and analytical thinking
Track record of working in a changing environment with the experience of learning, documenting and implementing new processes efficiently
Successful team leadership and staff development including attracting and developing top talent

102

Operations Associate Resume Examples & Samples

2-7 years of prior operations experience from another hedge fund
Hardworking and detail-oriented
OTC experience

103

Operations Associate Resume Examples & Samples

1-2 years of public or private accounting experience
Business or Accounting Degree
Proficiency in MS Office, with particular emphasis on Excel
Outstanding organizational skills with attention to detail
Proven ability to multitask and prioritize with minimal supervision
Well-developed proofreading abilities with propensity to quickly recognize discrepancies in data across multiple reports and commentaries
Team player with positive attitude
Bloomberg experience

104

Operations Associate Resume Examples & Samples

The primary duties and responsibilities include but are not limited to
Ability to handle confidential material with utmost discretion
Ability to work independently and on several assignments simultaneously
Highly organized and detailed oriented
Thorough understanding of MS Office applications

105

Jewelry Operations Associate Resume Examples & Samples

Ensure all merchandise is entered into the case count system after it has been received
Receive all merchandise for trunk shows and verify the number and condition of the pieces against the manifest list
Assist in trunk show set-up/take-down, compile results and recap the trunk show business
Reticket all merchandise without tickets (returns or anything with a non-readable tag)
Assist Selling Manager and associates on the selling floor as necessary
Ensure the department is stocked with supplies
While performing the duties of this job, the employee must be able to physically lift cartons, climb ladders, and handle racks and carts of merchandise. Lifting of up to 15 pounds may be required
Ability to work a flexible schedule based on business needs, which may include evenings, weekends and holidays

106

Mortgage Banking Document Operations Associate Resume Examples & Samples

2-3 years Mortgage Banking experience is preferred
Basic knowledge og Windows XP, MS Word, Excel, Visio, and PowerPoint is preferred
Strong knowledge of mortgage documents is preferred

107

Operations Associate Resume Examples & Samples

Review general ledger activity for accuracy as part of net asset value calculations
Review and prepare financial reports and schedules
Monitor accounts for compliance with tax regulations
Maintain tax basis for fund investments
Separate account client tax support

108

Operations Associate Resume Examples & Samples

Bachelor’s Degree in a related field
Highly organized *LI-HD#FIN
Previous experience in the Finance industry

109

Operations Associate Resume Examples & Samples

Performing quality control, filing by compiling completed document batches
Processing corrections on miscoded documents
Updating access database for reporting and tracking of errors
Monitoring the Captiva imaging queues to ensure SLAs are met
Scanning documents into our imaging system (Captiva/Documentum)
Track and ship boxes to Iron Mountain
Process document requests from various business units
High School Diploma or equivalent required, Associate's degree a plus
Minimum of 1-2 years operations or administrative experience
Exceptionally organized
Requires very strong attention to detail
Must have the ability to multi-task and work in a fast paced environment
Must be a team-player with a flexible and positive attitude

110

Operations Associate Resume Examples & Samples

Reviews documents for accuracy and compliance to regulatory requirements
Validates data in preparation for entry to a designated mainframe or computer system
Properly secures collateral for the Bank
Assists internal and external customers with basic problem resolution
Performs other duties as requested by management including, but not limited to
Letter and template generation, scanning, uploading, filing, document retrievals, system documentation, loan research and mail functions
Minimum of one year of relevant work experience
Basic PC skills with working knowledge of Microsoft Word, Excel and Outlook
Familiarity with business terms
Reliable and flexible

111

Operations Associate Senior Resume Examples & Samples

Demonstrates intermediate level of problem solving skills
Knowledgeable of banking or custody systems
Demonstrates 10- key by touch
Demonstrates good analytical skills

112

Metadata Operations Associate Resume Examples & Samples

The Metadata Operations Associate will report to the Operations Lead and be responsible for the day-to-day processing of metadata requests. These requests include adding, deleting and modifying specific terms in SharePoint and legacy tools. A strong attention to detail is required as maintaining consistent and reliable firm wide metadata is essential. Analysis of term requests would be performed by this role to ensure consistency and leading practices
Supports priorities for development and initiatives for EY Knowledge
Routinely faced with problems that have not been encountered previously and must consider various possible courses of action before taking or recommending further steps
Ability to learn new technologies and identify process improvements
Excellent written and verbal communication skills as well as presentation skills characterized by the simultaneous presence of different cultures
Skills in influencing in a multi-country, multicultural and highly distributed organization
Ability to prioritize, drive and adapt to change quickly
The ability to work and team effectively
Knowledge of Microsoft Share Point capabilities, particularly with respect to the MMS
Strong reasoning and analytical skills
Fluency with the Knowledge organization and related technology platforms
At least 2 years knowledge management experience
Demonstrated ability to support complex projects and products
Demonstrated ability to interact with senior leadership, stakeholders and constituents

113

Operations Associate Resume Examples & Samples

1-3 years of Hedge Fund Operations, Fund Administration, Middle Office Operations or similar experience
Familiar with equity and credit derivatives, futures, options, repo, and equity finance
Strong problem-solving, analytical and organizational skills
Familiarity with IceLink, DTCC & TriOptima

114

Temporary Operations Associate Resume Examples & Samples

Manage and process inbound deliveries in a timely manner; monitor to prioritize the daily workload
Ensure proper organization and accessibility of merchandise
Support floor moves and ensure selling floor is stocked throughout the day
Conduct price changes and markdowns as necessary
Maintain overall cleanliness and organization standards on the selling floor, in the stockroom, and offsite/warehouse
Ability to multi-task, results driven and flexible to change
Minimum 1-2 year experience in a retail industry of relevant experience as a stock associate

115

Operations Associate Resume Examples & Samples

Perform document analysis, research, and processing related to new commercial loans
Experience with Automated Financial Systems (AFS)
Experience reviewing and analyzing complex documents

116

Senior Operations Associate Resume Examples & Samples

Proactive daily organization of the work-flow and ensure timely movement of repair orders
Work with other department Senior Specialists to ensure orders are moving as quickly and accurately as possible to avoid delays
Ensure accurate, prompt processing and movement of repair orders
Ensure prompt movement of high value orders
Run and analyze inventory reports to ensure repair orders are moving promptly through the Repair Services Department according to established guidelines
Work with other departments to ensure orders designated as Rushes are moved promptly
Investigate and solve order problems that arise in the area and work in tandem with other Senior Specialists to identify best practices for order resolution
Partner with the Lead Technicians in handling order issues that arise
Serve as a knowledgeable resource for investigating, identifying and preventing customer issues
Communicate with departments outside of Repair Services as necessary to resolve issues
Analyze and make recommendations with ongoing problem identification and process improvements
Participate in special projects and/or provide coverage during absences of Repair Services Representatives

117

Operations Associate Resume Examples & Samples

Primarily responsible for fulfillment of client service set-up requests, actioning them within the various systems often in conjunction with operational partners
Successful absorption/adoption of continuous training/procedural changes with services and systems in a rapidly changing environment
Participate actively in ongoing and iterative process improvement initiatives within the team and with multiple internal partners
Daily review, analysis, and working of exception, validation, and/or billing reports
Minimum two years banking, clerical, and/or customer service experience or relevant work experience
Thorough working knowledge of Microsoft Excel; multi-tasking PC skills
Strong analytical and prioritization skills; ability to identify and successfully apply lessons-learned
Good verbal and written communication skills, with the ability to interact professionally and effectively with peers and business partners
Ability to work pro-actively in a fast-paced, multi-focused environment; with strong attention to accuracy and detail
Minimum of 3 years of office experience
Treasury Management/Commercial Banking experience
Advanced knowledge of Microsoft Excel, strong PC skills and comfort level
Experience with risk controls; a procedural and process driven environment

118

Senior Operations Associate Resume Examples & Samples

Analyze and approve/reject inbound & outbound quarantined and clean e-mails to ensure the contents of electronic communications are appropriate with regards to Firm policies and regulatory standards
Monitor for concerning trends and patterns of e-mail communications, and work with Supervision/Sales management and Compliance to ensure appropriate measures are taken
Communicate exceptions to Registered Representatives and Supervisory Managers as they are encountered through the course of reviewing e-mails, escalating items to Compliance and senior sales management as necessary
Periodic distribution of reports to confirm appropriate supervisory reviews of e-mails are being conducted according to Firm policy
Good research, analytical and problem solving skills
At least three years of experience in the securities/investment industry strongly preferred
FINRA Series 7 licensing preferred
Desire to obtain additional securities licenses

119

Operations Associate Resume Examples & Samples

As an Associate in the ACH department, responsibilities may include
Processing of incoming and outgoing ACH files
Conduct ACH Fraud prevention Call-backs
Conduct File Suspends
Perform OFAC Review
Processing Disputes and Reclamations
Will work under moderate supervision and exercises reasonable judgment in performing duties
Works with internal contacts within department or other M&T departments. Will have external contact with our M&T clients and other banking institutions
Associate's Degree or higher
Three or more years office experience
Previous ACH/Treasury Management experience

120

Operations Associate Resume Examples & Samples

Demonstrates ability to communicate clearly with coworkers and managers
Demonstrates ability to process data accurately
Demonstrates ability to create system reports and basic data proofs
Demonstrates general knowledge of Microsoft Office Products
Demonstrates strong attention to detail
Demonstrates basic problem solving skills
Demonstrates ability to work effectively in a team environment
Ability to perform 10-key by touch
Demonstrates proficiency in MS Excel
Knowledge of banking or custody systems

121

Operations Associate Resume Examples & Samples

Perform exception processing and research for monitoring insurance on real estate secured loans
Perform monetary transactions related to hazard insurance processing
Works with internal contacts within department or other M&T departments. External contact with attorneys, customers, insurance companies, vendors, and other outside agencies

122

Operations Associate Resume Examples & Samples

Excellent verbal communication skills
Previous experience in retail preferred
Ability to demonstrate strong customer focused service on
Ability to communicate effectively with customers and employees
Ability to receive feedback and take action when appropriate
Ability to meet brand availability requirements
Ability to lift and carry 30 lbs
Ability to maneuver around sales floor and stockroom

123

Baird Capital Operations Associate Resume Examples & Samples

Plan and schedule meetings and appointments with candidates, vendors and Baird Capital team members
Partner with Baird Capital Admin team on calendars/schedule coordination
Work closely with vendor partners and candidates for interviews, including assistance with hotel reservations, air travel, directions, etc
Create interview packages for interview team and all interview day schedules, signage, etc
Be the interface to vendors and candidates, responsibilities include but are not limited to greeting candidates and vendors in a professional manner as well as ordering lunch, breakfast, or coffee for meetings as requested
Participate on all search update/status calls and take action as appropriate
Create new hire announcements/profiles within the portfolio companies
Manage a candidate and vendor Net Promoter Score initiative
Update marketing and fundraising databases
Handle sponsorship requests and coordination with investment teams
Support event planning, where appropriate
Support fundraising of private equity and venture funds, including presentation creation, investor tracking and responding to investor requests
Develop press releases and marketing materials and support the coordination of global marketing activities
Work with marketing team to ensure that digital assets (website and social media accounts) are up to date
3 to 5 years of professional work experience
Computer skills will include Salesforce, Microsoft Word, Excel, PowerPoint, and Outlook
Candidate must have great communication skills, both oral and written. Must be comfortable speaking with high-level executives
Must have a sense of urgency on all projects and be able to meet deadlines in a timely manner. Also have a high personal standard for their work
This person must be flexible, mature and able to manage multiple projects/tasks at once
Additional attributes include detail-oriented, excellent people skills, takes initiative, energetic, positive attitude, and creative
Must be able to work well with others internally and represent the company at a high level

124

Operations Associate Resume Examples & Samples

Manage new account processes for manual, DST and ByAll accounts, working with wealth teams to ensure account documentation is complete and on file
Work to resolve linking discrepancies and stale account errors in ByAll system in a timely fashion
Aid in daily reconciliation of assigned accounts in portfolio system to custodian data
Perform regular quality checks to ensure accuracy of data, including account performance, asset pricing, and holding balances
Take on projects related to manual accounts, the DST and ByAll account systems, and be accountable for completion with or without direct supervision
Bachelor’s degree required. Business, Finance, or IT preferred
The successful candidate must have an aptitude for technology, embrace change and have a desire to learn

125

Saks Jewellery Operations Associate Resume Examples & Samples

Receive, verify, and properly book all jewelry in accordance with company standards (photocopy all fine jewelry, reconcile all PO issues with the buying office)
Ensure all merchandise is entered into the case count system after it has been received; Ensure case counts are completed and all discrepancies are reconciled; Re-ticket all merchandise without tickets (returns or anything with a non-readable tag)
Maintain a repair log, check merchandise in/out and track all repairs sent to the vendor or local shop; Submit repair invoices with proper documentation to Accounts Payable
Receive all merchandise for trunk shows and verify the number and condition of the pieces against the manifest list; Assist in trunk show set-up/take-down, compile results and recap the trunk show business
Prepare all special order requests and submit to buyers; Assist Selling Manager and associates on the selling floor as necessary ; Ensure the department is stocked with supplies; Other store initiatives as assigned by management

126

CPB Operations Associate Resume Examples & Samples

Strong PC skills with above average knowledge of MS Office products
Strong knowledge of investment products and operational support required for each
Strong attention to detail with a focus on operational control and risks
Ability to establish relationships and partner effectively with various groups including sales, service, compliance, legal, and marketing
High level of integrity and commitment to maintaining confidentiality with respect to the franchise and the client
Ability to multi-task and work independently within a team environment
College degree or 3 to 5 years of experience in the financial industry
Strong background and understanding of brokerage operations

127

User Operations Associate Resume Examples & Samples

Moderate content (including reviews, photos and profiles) reported by users and business owners
Apply team policies and guidelines and message users effectively regarding our decisions
Provide feedback to managers on possible improvements of processes

128

Derivative Operations Associate Resume Examples & Samples

Exception management validation of risk vs. client affirmation
Interaction with Trading and Sales
Ability to multitask and prioritize workload in a high intensity environment
Mature and professional individual with excellent oral, written and interpersonal communication skills who’s able to communicate at all levels
Should be able to train and supervise junior members of the team or outsourced consultants and work with their Manager to ensure they are effectively managed. Ability to assist in managing the daily workload within the team

129

Business Operations Associate Resume Examples & Samples

Collaborate with a cross-functional team to establish and understand the business model for Facebook’s new ventures
Conduct market research and due diligence on potential new revenue streams and business opportunities
Autonomously handle ad-hoc requests from the business
Analyze current business performance and build statistical models to extrapolate current and historical trends into forward-looking forecasts
Demonstrate the ability to influence outcomes and decisions (not just report on analytics)
Monitor forecasts and benchmark performance while understanding the sources of deviation

130

Operations Associate Resume Examples & Samples

Monitor market settlement closely and settle internal systems accurately and on a timely basis
Monitor and manage settlement of enhanced custody transaction and other lending product offerings
Identify, address and escalate any discrepancies or miss matched instructions with appropriate internal departments
Ensure all outstanding transactions are escalated to appropriate departments and cleared on a daily basis
Ensure prompt escalation of any issues that may cause financial or reputational issues to RBC I&TS or it’s clients
Ensure service levels are adhered to
Ensure all processes and procedures are documented, accurate, up to date, aligned and compliant with RBC ITS regulatory and procedural policy standards
Manage daily controls with attention to minimize and/or mitigate potential for E&O’s and Privacy breaches
Promote process efficiencies and assist management by utilizing, and promoting supported RBC ITS tools that increase productivity and decrease manual redundancy where possible
Assist the team where required to complete daily team deliverables which also includes maintaining static data on security lending systems
Assist management with other tasks, initiatives and projects as assigned

131

Operations Associate Resume Examples & Samples

Review, analyze, and completion of Lien Release Initiations for Real Estate collateral that are a result of a closed Payoff Authorization
Validating collateral has been paid-off, does not collateralize other active loans/customers, and the proper authorization is provided
Documenting and imaging all correspondence and other pertinent information
Process release documentation through the Rekon system
Maintaining commercial collateral assets via The STOC (Systematic Tracking of Collateral) system

132

Operations Associate Resume Examples & Samples

Perfecting and maintenance of hazardous insurance for all commercial collateral
Perform exceptional research and analyze insurance policies for commercial collateral throughout the process of perfection
Processing of motor vehicles for releases due to payoff or approval
Knowledge of department software

133

Operations Associate Resume Examples & Samples

Review and process incoming wire transfers ensuring correct execution and adherence to bank policy
Solves general problems independently, refers the most involved problem to management
Maintains a thorough knowledge of the regulations and policies affecting the unit. Keeping abreast of changes and trends
Extensive Outlook and telephone communication with internal and external customers
Performs the most highly specialized clerical duties pertaining to unit. Acts as a backup during vacations, absences etc
Performs other projects as assigned
Verify remittance transfer payments on vendor platform
General filing, mailing and other clerical duties as necessary
Perform branch and customer telephone callbacks to verify the authenticity of wire transfers, and attempt to detect/avoid fraud attempts
Perform Debit and Credit Telephone Notifications
Dodd Frank Remittance Transfer tracking and reporting
Beneficiary Deduct/Auto Convert tracking and reporting
Other Payment Services related duties as assigned
Solves routine problems independently
Proven ability to follow established departmental procedures
1 or more years wire transfer experience
General knowledge of Wire Transfer interfacing departments and processes
Process Improvement oriented

134

Operations Associate Resume Examples & Samples

Review and analyze various loan approvals to determine due diligence requirements
Order, track and review due diligence reports including flood determinations, environmental reports, UCC searches, property searches and business entity verifications
Document the status of transactions in an online system used to track specific transaction details
Provide support to other team members by scanning and sending pertinent documents to an imaging system
Provide back up support to the employee who handles daily work assignments for Doc Prep Specialists
Minimum two years operational, banking or progressive office work experience
Associates Degree or Paralegal Degree
Familiar with CLAS, AFS and commercial loan systems

135

Derivative Operations Associate Resume Examples & Samples

Accountable for inputting legal and derivative data into the DECO system, e.g. dealer ratings, minimum transfer amounts and eligible collateral terms
Fully utilise all BlackRock internal systems (Aladdin) and ensure information is up to date and relevant
Centrally co-ordinate global give-up agreements via EGUS and manage the process on a day to day level
Responsible for maintaining the collateral platform to ensure the ISDA/CSA terms are interpreted and accounts are assigned accurately based on the legal agreements
Primary point of contact for our counterparty’s derivative on-boarding / borrower enablement teams
Responsible for overseeing strategic architecture and design on platform enhancements to operational processes
Develop critical internal relationships with the Trading teams, portfolio managers, Client Relationship Managers, Compliance and Legal
Play a significant role in maintaining and managing relationships with counterparties documentation and on-boarding teams
Gain a full comprehensive understanding of BlackRock’s operational processes and systems relating to Derivative Operations
Implement derivative operating policies
Knowledge and experience of derivative products would be advantageous
Business knowledge - understanding of the application of derivatives within an investment strategy, specifically the relevant risks and appropriate controls required across the transaction lifecycle
Demonstrate an understanding of operational and credit risks, and the use of collateral and margining as tools for risk management
Experience in middle office or operations at a top-tier investment manager, hedge fund or investment bank would be beneficial
Knowledge of derivative documentation, particularly ISDA/CSAs and collateral management, would be good
Willingness to learn and desire to develop an in-depth knowledge of derivatives, market practices & regulations, as well as shaping BlackRock’s approach to derivative products & processes
Organised approach to tasks, with strong attention to detail
Enthusiastic and have a desire to learn. In addition to BlackRock-managed development, the individual should also seek out opportunities for further development of knowledge, and should be able to evidence this in their current role
Must have excellent communication skills both written and verbal, and be comfortable communicating with peers and senior management
Takes initiative, is ambitious and looks to develop self
Willingness to participate, positive attitude, flexible approach and excellent teamwork skill. Understands needs and sensitivities of internal and external clients and proactively ensures these are met
Process re-engineering – ability to challenge existing processes and come up with clean and quality approaches to managing business requirements, resolve issues and problems
Strong Excel, Word and PowerPoint skills required
Personality suited to a controls and process based work flow, with specific deliverables to management and clients

136

Operations Associate Resume Examples & Samples

Maintain up-to-date, thorough understanding of processes and procedures for each assigned function allowing ease in identifying possible problems/issues resulting in mitigation of risk
Perform exception processing and research accurately and timely
Reviews and processes retirement account documents in accordance with IRA and Retirement Account Trust Agreement regulations
Perform IRA online monetary transactions specifically related to IRS reporting
Ensure proper escalation of issues and possible system problems
Cross train co-workers on similar responsibilities
Provide internal and outbound telephone customer service support relative to retirement accounts
A minimum of two years professional work experience
Associates or Bachelor’s Degree
Strong orientation to customer service
Understanding of the Bank’s branch/region locations
Previous knowledge and understanding of IRS and Retirement Account Trust Agreement regulations
Previous experience with departmental software (Hogan and Retirement Reporting System)
Some accounting experience understanding debits and credits and able to balance/reconcile items

137

Benefit Payments Operations Associate Resume Examples & Samples

Provide recommendations to management
Strong attention to detail and documentation requirements
Excellent oral and written business communication skills
MS Office skills—must be at least intermediate level of Excel user
ERISA and retirement plan knowledge
Benefit Payment experience

138

Operations Associate Resume Examples & Samples

Bachelor's Degree required; in Business, Communications or related field preferred
Combination of training and experience equivalent to 3 or more years in senior level administrative support
Prior experience managing complex C-level calendars and coordinating travel arrangements
Well developed administrative and organizational skills
Professional demeanor with proven capabilities of mainaining the highest level of confidentiality
Exceptional oral, written and interpersonal skills
Strong ability to operate independently and use discretion while making sound decisions on a regular basis
Communicates directly, and on behalf of the COO, with Board members, donors, staff, and others, on matters related to COO's programmatic initiatives
Researches, prioritizes, and follows up on incoming issues and concerns addressed to the COO, including those of a sensitive or confidential nature and determines appropriate course of action
Provides a bridge for smooth communication between the COO and internal departments; demonstrating leadership to maintain credibility, trust and support with senior leadership team
Works closely and effectively with the COO to keep him/her well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a "barometer," having a sense for the issues taking place in the environment and keeping the COO updated
Provides leadership to build relationships crucial to the success of the organization, and manages a variety of special projects for the COO which may have organizational impact
Successfully completes critical aspects of deliverables with a hands-on approach, including drafting letters, personal correspondence, and other tasks that facilitate the COO ability to effectively lead the company
Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures
Participates as an adjunct member of the Executive Team including assisting in scheduling meetings and attending all meetings
Works closely with the COO to keep them well informed of upcoming commitments and responsibilities, following up appropriately
Maintains discretion and confidentiality in relationships with all senior leadership team members
Performs various duties required by the COO as necessary
Plans, coordinates and ensures the COO’s schedule is followed and respected
Assists senior leadership team members with travel arrangements, lodging, and meal planning as needed
Assist COO with “personal” support on an as needed basis which may or may not include: medical appointments, personal visits, family involvement activities, vehicles, dry cleaning, personal training, or other needed items as deemed necessary

139

International User Operations Associate Resume Examples & Samples

Translating from English to French and from French to English
Providing email-based customer support in French
Reviewing flagged content and evaluating against content guidelines in French
Administering site data such as listing information and accounts
LI-AP1

140

Junior Operations Associate Resume Examples & Samples

Bachelor's Degree from a nationally recognized institution (Completed or nearly complete)
Clean U-4
0-2 years experience in the financial services industry
Customer service/support/relations skills
Knowledge of basic financial services operational functions
Excellent follow-up and follow-through capabilities
Proficient with Windows based software, including MS Word, Excel, PowerPoint
Series 65 (To be obtained within 90 days of employment)

141

Operations Associate Iv-dtw Resume Examples & Samples

Research and resolve complex customer issues
Participate in project and process improvement initiatives
Minimum three years of office / administrative work experience
Good PC skills with good knowledge of Microsoft Office including Word and Excel
Excellent multi-tasking skills
Associate’s Degree level of education or higher
Five year’s office experience
Experience with AFS
Previous experience in working with research and problem resolution recommended
Ability to work well with others in a team oriented atmosphere

142

Non Qualified Plan Operations Associate Resume Examples & Samples

Candidate must have strong organizational and communication skills
Must have the ability to consistently meet individual quality and production standards and adhere to standard operating procedures
Strong interpersonal skills are required to successfully partner with other organizations, internal and external
Adherence to legal guidelines as well as standard operating procedures and plan rules
College degree or equivalent work experience
2 years of transaction processing or customer service experience in a fast paced environment where attention to detail is critical
Must be able to gain a good understanding of the Retirement Services Non-Qualified market in order to appropriately interpret supporting documentation to process various types of transactions
Ability to work overtime during peak volumes
Ability to problem solve and communicate effectively with internal and external partners
Demonstrate a continuous sense of urgency
Intermediate Microsoft Excel skill set required

143

Operations Associate Resume Examples & Samples

Performs exception processing and research
Assists in resolution of complex issues
Interacts with vendors in support of procedural issues
Interprets legal and bank documents for internal processing

144

Operations Associate Resume Examples & Samples

Bachelor's Degree in economics
1-5 years of operations experience within a Bank or Hedge Fund
International equity experience

145

Operations Associate Resume Examples & Samples

Bachelor's Degree in accounting, finance, economics, or a related field
4+ years of total experience within the financial services industry
General knowledge of and familiarity with financial instruments within both domestic and global securities markets
Strong written and verbal communication skills, including client relationship management
Strong working knowledge of hedge funds and/or mutual funds
Strong research and writing skills
Strong accounting and analytical skills
Strong computer skills: Advanced Excel, Advent Axys, Bloomberg
Fund accounting experience working with hedge funds

146

Risk & Payments Operations Associate Resume Examples & Samples

Perform and master day-to-day operational workflows and internal tools to support and protect our advertisers
Mentor junior teammates and help establish strong team culture
Establish strong relationships with internal teams and partners
Provide on-call support for payments or fraud issues impacting the business
Onboard and train new advertiser support and fraud reps on operational workflows such as email support, fraud reviews, appeals

147

Wholesale Portfolio Operations Associate Resume Examples & Samples

4 years progressive related experience in either a consulting, project management or process improvement related role
Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies
Demonstrated leadership in the implementation of complex Programs and Projects
Ability to make or recommend complex strategic decisions and prioritize competing initiatives effectively influences team members and other stakeholders; and effectively conducts difficult negotiations
Demonstrated strong verbal and written communication skills and ability to tailor communications to unique situations
Strong skills in MS Office Suite (PowerPoint, Excel, Word, Visio, Project)
Ability to bring clarity to ambiguous assignments
Advanced degree in a relevant field of work (e.g., MBA). PMP and/or PgMP
Certification in Lean Six Sigma, process improvement, facilitation and project management methodologies
Knowledge of business units’ mission and processes
Superior working knowledge of business matters, finance, planning, forecasting in order to manage program and business issues
Financial Services experience
Experience implementing large/complex initiatives across a matrix organization

148

Operations Associate Resume Examples & Samples

Administer the end to end process of a wide variety of corporate actions (Rights, Bonuses, Dividend, Takeovers, etc) across domestic and international markets
Ensure all corporate action daily diaries are updated and maintained
Ensure reconciliations are completed across client entitlements & holdings
Monitor respective CHESS activity and investigate and resolve any rejection/error messages
Assisting with processing of all sponsorship related tasks including Off Market transfers, Broker to Broker transfers, Issuer to CHESS transfers/conversions, HIN transfers
Process any internal transfers request to/from Margin Lending and action any other collateral requests
Ensure checks and controls are in place to allow for the accurate and timely completion of all processes related to the transfer/conversion process
Manage relationships with key stakeholders both internal and external
Highly motivated self-starter with a proven ability to build and foster ongoing internal and external customer relationships
Securities Institute of Australia qualifications preferable
5 Years + experience in domestic and international corporate actions - Mandatory
Demonstrate the ability to work autonomously and manage the respective timeframes
Financial experience with the ability to accurately & timely process high volume transactions
Strong pragmatic, analytical and problem solving skills with strong business acumen and high level interpersonal skills
Relevant degree/diploma qualifications preferable
Our Business Capabilities

149

Mortgage Banking Document Operations Associate Resume Examples & Samples

Minimum 2-years mortgage banking or Customer Service experience preferred
Good computer skills with experience in Excel, Word required and Access preferred
Excellent organizational and time management skills
Ability to handle multiple task with prioritization skills
Research skills
Maintain Service Level Agreements and production goals
Ability to function effectively in a high stress environment
Self motivated and goal oriented
Demonstrate the ability to work independently, but still function within a team environment

150

Operations Associate Resume Examples & Samples

Contribute to achieving prescribed SLAs on administrative and operational targets as they relate to the WatchList and Trillium reporitng
Pull daily information from Trillum system which matches client information to names held in the watchlist
Refer positive matches to FCI, AML and CSEM
Instruct CSEM and branches on closure of positive matches
Monitor Loss Management site for incoming requests for additions to Watchlist
Input Watchlist requests into HUB system ensuring accuracy in information and classification codes
Promote operational risk awareness when dealing with departments who require information on the Watchlist and the process surrounding submissions
Primary focus is to provide administrative support to the Security and Fraud Risk team
Monitoring the Loss Management site, and actioning incoming Watchlist input requests
Watchlist input with the ability to manage multiple tasks that vary in complexity while adhering to established deadlines
Resolve issues as required and escalate problems to a higher level when appropriate
Participate in quality, regulatory and compliance training in order to meet performance targets
Sundry duties as assigned
Minimum of high school diploma or equivalent experience

151

Operations Associate Resume Examples & Samples

Responsible for the review and processing of reimbursement requests for escrow holdback
Responsible for the scheduling and processing of En Mass Escrow Analysis and Individual Escrow Analysis as warranted
Responsible for the timely follow up and resolution of escrow deficits or shortages and delinquent taxes on escrow and non-escrow loans
Assist with the set-up and maintenance of Commercial Real Estate Hazard Insurance Coverage – Fire, Flood, Liability, etc., and the handling of all Customer and Broker/Agent inquiries regarding insurance
Assist with the timely compliance to Special Escrow accounts and/or specific performance requirements due to Repair, Environmental, Violations, Reserve Accounts, etc. by providing timely customer follow-up and resolution
Assist with the review and/or processing of UCC renewals

152

Operations Associate Resume Examples & Samples

3-5 years of related Operations experience
Track record of improving processes/change agent
MBS knowledge and experience
Works well across groups in an organization
SQL knowledge
Profit and Loss knowledge

153

Operations Associate Resume Examples & Samples

Be knowledgeable of stock including quantity, how many units are on hand, what is selling and what is not
Audit compliance and achieve shrinkage goals
Willing to work in and promote a team oriented environment
High school degree preferred

154

Marketplace Operations Associate Resume Examples & Samples

Identifying and eliminating potential friction points from the moment a fashion item is purchased to when the buyer tries it on
Building processes and product features to quickly resolve transactions that have gone wrong to retain valuable users
Tackling some of our key challenges including managing users who list counterfeits or violate our policies in other ways
Establishing and executing processes to minimize the impact of shipping delays
Identifying, preventing and fighting fraud on the marketplace
Day-to-day processing and VIP-customer support for Posh Concierge, Poshmark’s premium physical verification service of luxury items
Great attention to detail and highly organized
Analytical and business-oriented mindset

155

Business Operations Associate Resume Examples & Samples

Clean Up various data in dbforce on a daily, weekly, monthly, quarterly and/or annual basis (in addition to ad hoc requests)
Ability to work well under tight deadlines and time pressure for quick turnaround with a desire to go above and beyond to satisfy our clients
Ability to quickly build strong relationships with key stakeholders across Coverage, Products, Operations, Technology, etc
Ability to manage and prioritize numerous tasks simultaneously
Ability to review large amounts of data and identify issues and trends
Ability to work independently but also well within a team environment
Excellent interpersonal skills and strong verbal and written communication skills
Strong computer skills with advanced Excel (Macros, Pivots, Lookups, etc.), Sharepoint, and Power Point
Knowledge of salesforce a plus
Up to 3 years work experience in an operational capacity, preferably within the Finance industry

156

Gto-gto Operations Associate Resume Examples & Samples

Responsible for ensuring timely, complete and accurate processing of account opening (including performing all relevant controls) within own area of responsibility
Undertakes periodic reviews of the efficiency and effectiveness of operational processes within own area of responsibility to identify opportunities to eliminate waste and improve efficiency and performance
Ensure timely and accurate processing of individual and corporate account opening / closing
Responsible for assisting in KYC reviews and timely escalation / reporting of any discrepancies
Product and system knowledge in the product line
Excellent communication skills, fluent in English and local language (written/verbal) as appropriate
Ability to work in fast paced environment, keep pace with technical innovation and maintain a broad understanding of the GBS offering
Preferably with 2 - 5 years operations experience with knowledge of client onboarding
Tertiary education (Diploma / Degree in Banking and Finance / Accountancy preferred but not necessary)
A broad knowledge of Private Banking, capital market and global securities industry rules

157

Operations Associate Resume Examples & Samples

Gather, organize and track client Letter of Authority (LOA) documents required for bill execution
Manage information for Client Administrators to ensure timely execution of transactions and assistance with newly required LOAs
Daily bill pay entry required for execution of task
Monitoring all cash payment queues for reconciliation of entries
Validate approval requirements, and route payments to proper authorizers as needed
Research and resolve any cash related inquires, (missing checks, duplicate transactions, etc…)
Track and resolve fail transactions with custodians and counterparties
Track and resolve client overdrafts
Update transactions with the custodian as needed
Processing stop payments and check voids as needed
Reconcile client's cash balances and transactions to the custodian
Observe client money rules and AML regulations
Maintain current procedural documentation at managers’ discretion
Identification and documentation of process improvement opportunities as per defined goals with Management
Travel to multiple locations to promote greater participation by multiple teams
Assist Client Operations Group with special projects during peak volumes

158

Operations Associate Resume Examples & Samples

Maintaining files and ensure all appropriate documentation and information is accessible at all times
Provide timely and proactive training and coaching to team members, driving performance and enhance the teams capability
Manage teams Errors and Risk profile reducing identified residual risk
Identify and proactively implement process improvement

159

Saks Fifth Avenue Jewelry Operations Associate Resume Examples & Samples

Retrieve and process all merchandise to be returned to the vendor or transferred in accordance with company standards (properly pack merchandise, retrieve a tracking number for all outbound shipments)
Maintain a repair log, check merchandise in/out and track all repairs sent to the vendor or local shop
Submit repair invoices with proper documentation to Accounts Payable
Ensure case counts are completed and all discrepancies are reconciled
Other store initiatives as assigned by management
Ability to balance multiple priorities and meet deadlines with little advanced notice
Ability to quickly learn systems, jewelry standards, and IT applications
Proven organizational skills, preferably in a fast-paced retail environment
Focused on attention to detail, taking initiative, and working in a positive working environment
Ability to work well with others, as well as the ability to work independently to complete a task
Effective interpersonal, listening, and communication skills

160

User Operations Associate Resume Examples & Samples

Administer site data such as listing information and accounts
Work on ongoing and a la carte projects to improve the quality of business information
Be part of quality assurance evaluations and programs

161

Operations Associate Resume Examples & Samples

Present findings through both formal and informal self-generated reports and communicate them via email, group meetings, and/or conference calls
Produce weekly and daily analytical updates
Work closely with internal departments to solve problems and ensure campaigns are successful
Assist with the execution of suggested strategies, while at the same time ensuring key advertiser goals are met
Business level fluency in Portuguese and English (verbal and written)
Bachelor’s degree in engineering, statistics, maths or related quant field
Excellent Microsoft Excel skills - extensive experience using pivot tables as a minimum
Detail oriented approach
Proficiency with organisation and time management; ability to multi-task
Experience of using data to create visualisations and provide a detailed written/verbal representation
Ability to maintain workflow and meet deadlines
Exceptional communication and service skills
Ability to respond to frequent pressure to meet deadlines
Proven problem solving and critical thinking capabilities

162

Operations Associate Resume Examples & Samples

BA or BS required
1 year securities industry experience; 2-3 years’ experience preferred
Being able to arrange work area, materials, data and records in a clear and easily retrievable manner
General understanding of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
Basic understanding of the investment industry
A solid ability to use mathematics to solve problems and arrive at correct answers
Proper use of logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Ensuring the proper use of one’s own time and the time of others. Includes prioritizing work
Able to communicate well with Supervisors and Peers

163

Operations Associate Resume Examples & Samples

Research and resolve complex tax issues
Complete customer inquiries, research and correspondence
Interact with vendor to support day-to-day operations and, when necessary, partner for process improvements and problem resolution
Interpret legal and bank documents, analyze and determine next steps required for action in order to resolve
Responsible for establishing and maintaining strong professional relationships with vendors, business partners and customers
Responsible for assisting the Group Leader with the annual review of tax procedures adhering to protocols, guidelines and methods established by Lending Services
Understand and adhere to Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needed escalation to management
Maintain M&T internal controls standards, including timely implementation of internal and external audit points together with any issues raised by external regulators or auditors
The incumbent works under moderate supervision and exercises good judgment in performing duties
Daily contacts could include business partners, vendors, colleagues, management, RLS Quality Assurance, and other areas of COE or M&T Bank
External contact could include attorneys, customers, and vendors, third parties, outside vendors, auditors and regulators
Minimum 2 years relevant work experience
Advanced abilities with Microsoft Word and Excel
Strong organizations skills
Supports cross-training and learning initiatives and sets examples for others
Ability to multi task and work at a fast pace
Ability to work both independently and as a team
High flexible and reliable
Minimum 5 years work experience in either Tax, Mortgage Customer Service, Mortgage Originations or Mortgage New Loan Set up
Minimum 3 years professional office experience
Knowledge of the Black Knight Financial Services system
Strong mortgage background which includes familiarity with mortgage closing documents, loan origination and servicing processes

164

Operations Associate Resume Examples & Samples

2-4 years of experience with settling trades and updating portfolio accounting systems
Experience with account reconciliation, maintaining client files, and being responsible for client reports
Previous work preparing records and transmittal documents for transactions involving purchase or sale of securities
Ability to calculate discounts, interest, commissions, proportions, and percentages
Working knowledge of Factset and Bloomberg
Understanding of equity and fixed income securities
Familiarity with a portfolio accounting product, particularly advent Axys
Attention to detail and A+ quantitative skills
Bachelor's Degree in business, finance or related field

165

Margin Clearing Operations, Associate Resume Examples & Samples

On-desk analytical support for IED Risk Management
Review of current and prospective client portfolios
Providing detailed analytics and reporting in relation to existing and prospective
Ensuring that all client positions and valuations are accurate, that correct
All degree disciplines considered. Strong numerical and analytical skills are a

166

Operations Associate Resume Examples & Samples

Responsible for multiple systems, business and product lines including Retail Credit Card
External contact with system vendors and representatives
Associate's Degree preferred
Credit Card knowledge preferred

167

Clearing Operations Associate Resume Examples & Samples

Duties may include: Processing incoming and outgoing paperwork including mail and facsimiles; support client service associates and operational personnel; checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service center; make outbound contact both in writing and verbally with clients concerning paperwork
This team works closely with the PB Client Service Teams in New York, as well as some direct client contact, and globally with various operations and IT teams
There is a high level of focus on providing superior client service with an emphasis on risk management
This team also has the opportunity to partner with Prime Brokerage to roll out new business and service implementations, technology enhancements, and participate in the client on-boarding process

168

Operations Associate Resume Examples & Samples

Mailing Commercial Real Estate Discharges to the jurisdiction/attorney and all team imaging
Review Hazard and Flood Insurance mail sent to the department to assist with the perfection and exception resolution
Assist with the perfecting and maintenance of Hazard Insurance for all commercial collateral
Review, research, and image documentation as needed
Scan all release documentation for the department
External contact with customers, vendors and outside agencies

169

Operations Associate Resume Examples & Samples

3-5 years’ experience and strong accounting background
Bachelor’s Degree with a strong academic record or work experience in a relevant field
Excellent organizational abilities
Strong analytical aptitude
Ability to exercise discretion and handle sensitive information
Strong proficiency in Excel
Robust experience with PowerPoint or other presentation software
Understanding of computing languages including, but not limited to, VBA and SQL
Experience managing projects from start to finish

170

Operations Associate Iv-dz Resume Examples & Samples

Assist in monitoring daily departmental workflow and may provide staff support via signing and verifying official check requests and general ledger entries
Participate in project, process improvement resolution
Interact with vendors for problem resolution
Guide or assist others in interpretation of legal and bank documents for internal processing
The employee works under low to moderate supervision and exercises judgment in performing duties
Internal contacts within CLO or other M&T Departments
External contact with attorneys, customers, vendors and outside agencies
High School or GED required
Good PC skills with knowledge of MS Office products and departmental software
Sets examples for others with a strong work ethic

171

Escheatment Operations Associate Resume Examples & Samples

Responsible for assisting with the Companys Escheatment process to minimize risk and ensure compliance with relevant laws and legislation pursuant to the unclaimed property requirements across all jurisdictions for ISG
Act as a contact point within the Company for ISG unclaimed property inquiries
Assist with establishing guidance on the appropriate implementation of Compliance laws, regulations, rules and standards, through policies and procedures
Assist senior management in compiling unclaimed property reports and responses to audit requests
Operate independently with in-depth knowledge of Compliance risk avoidance
Review escheatable ISG property and update Tracker system with client/asset detail
Update ISG population of final unclaimed property reports
Maintain format file of escheated shareholders, reconcile and coordinate the delivery of property to the state/ state custodians
Work with all levels of internal and external contacts regarding receiving, reconciling and reporting ISG unclaimed assets
Monitor, reconcile and sign off on unclaimed property Margin, House and TAPS accounts
Escalate or address any issues to Senior Management; and
Demonstrated experience identifying and addressing client needs: actively participating in client discussions and meetings

172

Operations Associate Resume Examples & Samples

Day-to-day processing and VIP-customer support for Posh Concierge, Poshmark’s premium in-person verification service of luxury items
Maintaining relationships and developing rapport with third-party authenticators
Building processes and product features to enhance the Posh Concierge user experience
B.A. or B.S. required
Passionate about community and helping our users
Endless patience and contagious positive energy
Collaborative personality

173

ETF Operations Associate Resume Examples & Samples

Communicate effectively with clients, internal service partners, and the larger ETF Operational teams
Research escalated inquiries regarding trade and settlement activities
Perform and resolve complex inquiries and research within established department standards
Handle complex processing, clearance, servicing, or settlement of transaction/deals
3-7 years previous experience in Financial Services Industry, specifically market settlements
Bachelors' Degree in Accounting, Economics, Finance or Business Management

174

Operations Associate Resume Examples & Samples

Performs data entry of customer or Bank data to a designated mainframe or computer system
Assists internal and external customers with general information responses
Processes documents or paperwork according to standardized instructions and requiring basic knowledge of procedures
Internal contacts within COE or other M&T departments
Some limited external customer contact
No experience required
High School preferred
Basic math skills necessary
Basic oral and written communication skills
Must be reliable and teamwork oriented
1-2 years of work experience
Microsoft Windows

175

Operations Associate Resume Examples & Samples

Request and obtain annual property and guarantor financial statements from borrower as required by loan documents
Follow-up timely on missing and/or incomplete financials statements
Prepare received financial in proper format to upload report onto the system in order to initiate annual property financial reviews
Perform various loan syndication activities including validation of funds received from other lenders as well as funds to be paid to other participants and preparing wires for accurate and timely remittances
Prepare various weekly and/or monthly scheduled reports as well as Ad Hoc reports as requested
Assist in the processing of various activities as requested, including but not limited to processing of new loan, modification and loan renewals; critical data maintenance, quality control of inputted data, general ledger account reconciliation and other internal reports
Associate's Degree in Accounting/Finance/Business
Minimum two years of general mortgage servicing experience

176

Operations Associate Resume Examples & Samples

Unloading of handling units from inbound containers
Deconsolidation of handling unit
Putaway of parts into location
Picking and packing of parts
Staging and loading of handling unit to the transortation unit
Resolving of all exceptions during operations
Good written and verbal communications skills in English
2 to 3 years of related experience for service parts warehouse, preferable in automotive or industrial business
Forklift license
A Bachelors degree
Decent numerical skills
Problem solving skills: identifies problems/causes and takes the appropriate initiatives

177

Clearing Operations Associate Resume Examples & Samples

Keep up to date with changes and upcoming functionality
Work with IT to develop and rollout new technology
Ensure that clients' accounts are setup in a timely manner with both internal and external parties

178

Business Operations Associate Resume Examples & Samples

Vendor Contract Management: Track maintenance renewals; Maintain vendor matrix; Understand contractual terms and fee schedules; Research and respond to internal business inquiries; Track and report index vendor assets under management; and Maintain Bank of New York Mellon Service Providers database
Budget Management: Plan, forecast and track monthly Purchased Services and IT expenditures, research variances; Process all invoices and expense reports; Initiate wires & arrange check payments and broker, audit and international custody fee payments; Track and research intrabank charges; and Maintain cost code units and approver limits
Capitalized Project Spending: Prepare and coordinate Major Expenditure Requests (MER); Reconcile project spending; and Forecast and track monthly depreciation of assets
Reconciliations: Reconcile trade commission credits monthly; Report commissions by broker monthly and soft dollar services quarterly to Distribution group; and Coordinate payment of vendor invoices in commission program
User Access Control: Facilitate and manage new user set up process; Ensure terminated users are properly disabled and removed from all systems; Maintain Owner/Grantor list; Perform semi-annual user account and authorization reviews; Conduct quarterly consultant reviews; and Conduct annual corporate audit reviews and random horizontal reviews

179

Derivative Operations Associate Resume Examples & Samples

Prior experience drafting and reviewing vanilla, mid-structured and bespoke Interest Rate Derivative documentation is highly desirable
Knowledge of, and comfort with, the ISDA Definitions
Strong communication skills, preferably with experience as a direct point of internal and external client escalation

180

Operations Associate Resume Examples & Samples

Resolve documentation and system discrepancies using problem solving skills
Interpret mortgage originations documents for internal processing
External contact with Mortgage Lending Institutions
Good PC skills with knowledge of MS Excel and MS Word
Basic Math skills necessary
Three to five year’s office experience
Proficient in MSP, the Mortgage Servicing System

181

Operations Associate Resume Examples & Samples

The incumbent will perform exception processing and research
Assist in resolution of complex issues. Interact with vendors in support of procedural issues
Three (3) or more year’s office experience preferred
Previous experience in agent banking HIGHLY desired

182

Business Operations Associate Resume Examples & Samples

Calendar Management of the Services Rhythm of the Business including immediate high level scheduling, team meetings and private conference room usage
Domestic and international travel logistics management (visa, travel, etc) and trip preparation including briefing documents
Provide leadership, training, and mentoring to ensure necessary support coverage for the administrative support staff community
Event support for Sales, Marketing & Services Group (SMSG) events (such as allocations, logistics, communications, etc), team meetings and leadership conferences
Oversee all aspects of the administrative tools such as HeadTrax, MyOrder and Manager Self Service and act as the information champion for such data
React with appropriate urgency to situations and events that require quick response
Working closely with the Chief of Staff and team, and supporting them as needed in events, travel, complex calendaring, and certain projects
Procurement of goods including computer equipment, office supplies and facility requests using MyOrder
Organizing Events, meeting room bookings, catering, vendor creation and PO creation
Ensure compliance of administrative operational policies and procedures
Budget support for monthly reviews
Monitor SMSG-required trainings for team
Coordinate other administrative projects as assigned
Maintain team aliases/security groups to ensure the correct people are on the alias and roll up into the correct alias structure
Serve as backup support for the CVP’s Executive Assistant, as needed

183

Operations Associate Resume Examples & Samples

Be a part of our Stock and Operations team and develop skills in a fast growing, operational environment
Monitor and action outstanding trade orders
Manage our EDI system (GXS) ensuring order accuracy and that ASNs for shipments are executed correctly
Identify and report improvements that can be made in the wholesale process to your Team Leader. Including GXS, logistics, packing, labelling to ensure we create scalable operations
Create logical and simple 'How To' guides for new accounts and cross train other members of the teams to ensure during holidays/peak periods other team members can cover the operation
Work with our Merchandising team to coordinate stock availability for orders and liaise with QC/Merchandising team regarding inbound quantities for wholesale orders
Provide support and assistance to other departments during peak periods, learning other areas of the operations to assist teams and expand knowledge
Develop knowledge of our systems and processes including CP, Excel and GXS
Be highly organized and disciplined to ensure 100% accuracy on all processed orders with a focus on attention to detail
Have an energetic approach to work to ensure all orders are completed by their delivery window
Possess the willingness to learn, improve and bring change to the role
Be able to operate in an ever changing and growing team/company
Ideally have some experience with Excel and operational systems

184

Operations Associate Resume Examples & Samples

New Account opening experience (Individual/Joint, Corporations, Offshore, LLC, Partnership, Estate, etc.)
Account documentation review experience
Knowledge of Tax forms W-8,W-9 Corporate Resolutions, Articles of Incorporation, Articles of Association, By-Laws, Financial Statements, Certificate of Incorporation or Commercial Registry
AML documentation (KYC) experience
Able to read, write and speak Spanish
Well-developed written, verbal communication and interpersonal skills

185

Bank Loan Operations Associate Resume Examples & Samples

Working with a variety of investment products with a focus on the trading of primary and secondary bank loans and total return swaps
Serving as an informational resource for bank loan products to SS&C GlobeOp clients and internal SS&C GlobeOp departments
Assisting marketing in prospecting for clients relative to loan service offering
Bachelors Degree in Business Administration or related field
5 + years financial services/ securities industry experience working for either a prime broker, administrator or Hedge fund
Understanding of syndicated bank loans; including closings and maintenance of loans as well as the interrelationship with agent banks
Strong interpersonal, presentation and general communication skills

186

Operations Associate Resume Examples & Samples

6+ months of related work experience
Bachelor's Degree in Economics, Finance, and/or Mathematics
Microsoft Excel and Word proficient
Exceptional analytical and problem-solving skills

187

Operations Associate Resume Examples & Samples

Verify accuracy of letters and system outputs to the source system based on control reports
Open, sort and distribute mail to assigned representatives within area
Compile information for routine reports
Good PC Skills with knowledge of MS Office products to include solid knowledge of Outlook
Ability to work in a fast paced environment and under time constraints
Detail oriented with a high degree of accuracy
Self-motivated with good problem-solving skills
Good team player to work closely with others in order to ensure proper operational workflow in department
Ability to maintain confidentiality of customer information
Associates Degree or equivalent in related work experience
Knowledge of departmental software to include TSYS, Hogan, DMA (Dispute Management Automation) and any other applicable M&T systems
Good knowledge and understanding of Debit Card, Credit Card and the corresponding federal regulations

188

Operations Associate Resume Examples & Samples

Conduct ACH fraud prevention call-backs
Conduct file suspends
Perform OFAC review
Process Disputes and Reclamations
Will work under moderate supervision and exercise reasonable judgment in performing duties
Will work with internal contacts within department or other M&T departments. Will have external contact with M&T clients and other banking institutions

189

Operations Associate Resume Examples & Samples

Order, track, and review due diligence reports including flood certifications, environmental reports, UCC searches, property searches and business entity verifications
Document the status of transactions in an online system to track specific transaction details
Provide back up support for the role of Assignor
Proven reliability

190

Operations Associate Resume Examples & Samples

Communicate with management regarding new receipts, evaluate stock positions and ensure replenishment of product based around needs of business
Ensure proper organization and accessibility of merchandise broken down by style, color and size
Must maintain a flexible schedule to meet the needs of the business

191

Mortgage Banking Document Operations Associate Resume Examples & Samples

1 year mortgage banking experience required
Strong verbal and written communication skills; strong telephone and email etiquette required
Possess ability to build and maintain rapport with customers, colleagues, and peers
Quality oriented individual with excellent attention to details and able to multi task effectively
Good organizational, research, time management and follow up skills

192

Operations Associate Resume Examples & Samples

3+ years of experience with Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial / Retirement Planner
Bachelor's Degree in Business and/or Finance
Prior experience with various products including equities, fixed income, repurchase agreements, futures, FX, Mortgages, options and working knowledge of Corporate Actions
Middle / Back office experience covering trade settlements, fail control, reconciliation of trade discrepancies, and client servicing

193

Operations Associate Resume Examples & Samples

General fund oversight
Assistance with requests related to fund audits
Must be familiar with bank debt and fixed income securities

194

Operations Associate Resume Examples & Samples

5+ years of Structured Credit Operations experience
Previous experience with Asset Backed Securities and Mortgage Backed
Working knowledge of Advent Geneva

195

Workplace Operations Associate Resume Examples & Samples

Gathers project requirements and executes effectively
Provide input for inventory spread sheets internally & externally
Maintain advanced partition/electrical grids

196

Operations Associate Resume Examples & Samples

Aid in reconciliation of portfolio systems, and perform regular quality checks to ensure accuracy of data
Learn automation and scripting techniques used by the department, understand and help implement new technology
Strong aptitude for computer systems is required, including advanced Microsoft Excel skills

197

Operations Associate Resume Examples & Samples

Provide operational support in the London time zone for a number of European long/short equity strategies
Work closely with the London Operations Manager, Lighthouse operations management team and SS&C GlobeOp dedicated resource teams covering daily, monthly and annual operations, tax and accounting production as well as onboarding new trading accounts
Support the daily trade capture and P&L validation process for this basket of European accounts. Review and monitor daily cash and position reconciliations prepared by SS&C GlobeOp downstream teams and systems and assist in resolving any variances
Monitor corporate actions, dividend and trade settlements daily
Support the investment and risk teams, be prepared to respond to queries on individual account transactions and positions and work with the risk team to provide accurate daily risk data across the accounts
Communicate regularly and effectively with each portfolio management team to ensure timely delivery of accurate trade file data. Act as liaison between the portfolio manager, counterparty and administrator to ensure seamless interaction between all parties
Support tracking and analysis of margin excess and financing requirements across the accounts. Analyze and communicate any fluctuations or discrepancies
Become familiar with the accounting and valuation treatment for a variety of asset classes, including equities, futures, fixed income securities, listed options, currency forwards, contracts-for-difference, credit default swaps, interest rate swaps and other OTC products
Become familiar with the accounting treatment for simple and complex corporate action activity and assist the administrator with any related queries
Support the review of and sign-off on a comprehensive monthly accounting package provided by the administrator. Review management and incentive fee calculations
Prior work experience with a Hedge Fund, Financial Institution or hedge fund administrator operations and fund accounting department
Experience with Microsoft office applications, comfort with custom database environments, OMS/PMS environments, Advent Geneva and Partner required

198

Wealth Operations Associate Manila Resume Examples & Samples

Administrative - data entry
Case Management - Insurance
Voice requirement - customer information validation
Tertiary qualifications
Relevant contact centre experience, preference for someone with Collections, Sales, or Insurance background
Intermediate to advanced skills with MS Office programs
Demonstrated performance in a customer service related environment
A high degree of accuracy, reliability and attention to detail
A self-starter and able to work autonomously

199

Digital Ad Operations Associate Resume Examples & Samples

Responsible for learning and keeping up to date with the latest in trafficking and media industry trends
Support the Ad Operations Senior Associates
Act as liaison with media, creative agencies and publisher sites regarding planning, tracking, scheduling and delivery of campaigns
Serve as a point of contact between ad server and internal business units
Screen incoming creative according to adserver specs and technical requirements documentation
Help create process document for all parties in coordination with Senior Associate and Manager and make sure all parties are in check
Coordinate the scheduling, production and implementation of online advertising campaigns
Follow-up with Production and Media in regards to posting and rotation status, both before and after campaign is live
Strong people skills Ability to speak and present before vendors, clients and fellow employees

200

Digital Ad Operations Associate Resume Examples & Samples

Serve as a point of contact between ad server and internal business units Screen incoming creative according to adserver specs and technical requirements documentation
Execute creation of HTML tags for websites using Dart and Atlas programs Job
Understanding of Internet technologies Working knowledge of MS Word, Excel and Lotus Notes

201

Operations Associate Jenks Resume Examples & Samples

1 year verifiable working experience
Basic knowledge of computer use, good math skills, basic mechanical aptitude
Understand and comply with safety requirements

202

Operations Associate Resume Examples & Samples

Verify that requests for funding comply with the parameters of individual deal
Bachelor’s degree in business, accounting preferred
No more than 2 - 4 years’ experience in financial services/operations

203

Business Operations Associate Resume Examples & Samples

Please note this is a Part-Time role*
Understands organizational principles
Working knowledge of Microsoft Excel. G
Forklift training required (instruction by Disney trainers)

204

Entitlement Operations Associate Resume Examples & Samples

Drafting system requirement documents
Working with Development and Engineering teams
Managing user acceptance testing
Establish, refine and optimize business processes to handle entitlement management operational tasks
Liaise with off-shore teams supporting operational activities
Collaborate with IAM development teams to enhance the entitlement management platform
Respond to entitlement related queries from internal and external audit and regulatory bodies
Strong communication skills (both written and verbal) and interpersonal skills
Working knowledge of Information Security and/or Entitlements; prior experience in financial industry is beneficial
Business analysis skills are beneficial
Ability to work under pressure due to regulatory timelines
Ability to question and challenge the experts
Ability to analyze requirements and determine testing mechanisms

205

AO, HC Operations Associate Resume Examples & Samples

Support the AB new hire On Boarding process. Coordinate bi-weekly US on–boarding sessions and preparation of materials. Maintain On-boarding inventory. Provide input towards on-boarding strategies and be alert to external best practices
Initiate/Coordinate transfers across the business. Partner with client contacts and interface with relevant HC departments to ensure smooth transition
Initiate/Coordinate relocations across global AB jurisdictions. Partner with client contacts and interface with Benefits Servicing team and appropriate external providers to support an effective transfer
Assemble promotion nominations for VP and below. Act as support and a guide to line managers on the requirements of the promotion process
Complete ICAP Termination eRequests and approve mailbox access for managers
Coordinate and manage the Above & Beyond Award program. Including gathering nominations and submitting them for approval
Support the Employee Relations Manager with the exit interviews process including data compilation and inventory
Facilitate the distribution and collection of all ICAP Resignation Questionnaires
Support the Employee Relations Manager to manage FWA and work from home arrangement process --- paperwork and process
Manage the analysis for off-cycle title and salary changes
Drive Workday tasks requiring approvals like hierarchy/manager changes
Distribute voluntary termination letters based on the direction of ER manager
Review and sign Outside Business Activity forms
Monitor green card process for existing employees
Highly organized with the ability to plan and prioritize tasks
Experience and comfort analyzing and presenting data using MS Excel, Access, PowerPoint and Word
Strong client service focus, with the willingness to work independently or as part of a team, leading initiatives, as needed
Ability to multi-task and provide a broad range of Human Capital support to multiple client teams
Ability to communicate effectively and interact through strong interpersonal skills across all levels of the organization, including Senior Human Capital and Business Leaders
Broad knowledge and understanding of Human Capital programs

206

Operations Associate Team Lead Resume Examples & Samples

Advanced knowledge of core business processes
Knowledge and understanding of insurance industry trends and environment
Ability to resolve issues escalated by agents, field sales leaders and other AORs
Ability to instill and maintain a high degree of customer focus in associates
Demonstrate basic analytical, business writing, and presentation skills
Delegate clearly, comfortably and impactfully
Ability to lead by personal example by demonstrating good work habits, open communication and effective people relationships
Strong understanding of expense and resource management
Ability to manage, set priorities and execute tasks

207

Operations Associate Resume Examples & Samples

· Handle incoming/outgoing mail correspondence
Respond to debt management claims by mail and email
Respond to debt collection agency queries
Assist with compiling quality tracking reports (survey responses, customer complaints)
Use JIRA (internal ticketing system) for responding to debt management queries
Perform other functions as assigned by management
Handle all special circumstance situations (Power of Attorney, CCCS, Death of a customer, etc)

208

Senior Operations Associate Resume Examples & Samples

Handling Private Placement closes, ensuring policies and procedures are followed, documentation is complete, and systems are accurate
Managing the subscription documents approvals including account transfers, capital calls, disbursements and contributions
Tracking all marketing material and ensuring customers are qualified
Ensuring department is audit ready and assist in both internal and external audits pertaining to the alternative investments asset class
Lead projects specifically related to alternative investments plus be a resource for high priority department initiatives
Actively participate in management team’s effort to improve and scale the middle-office capabilities
Proven history of providing extraordinary service
Ability to further the First Republic Bank culture and values
Team player with positive energy
Task driven self-starter
Detail-oriented and reliable
Handles challenges head on with little guidance
Ability to work long hours in a fast-paced environment
2 to 4 years of financial services experiences at a premier brokerage firm or registered investment advisor/manager
1 to 2 years dealing with Private Placements
4-year college degree with a business concentration
Series 7, 66 and 24 and/or 9/10 licenses preferred
Project management certification a plus

209

Workshop Operations Associate Digital Experience Center Hallandale Resume Examples & Samples

Executing interactive marketing campaigns through cross departmental collaborations to help define overall scope and develop implementation plans, providing clear communications to all stakeholders, and diplomacy when offering feedback to clients and team members
Managing web-based projects such as re-designs, re-platforms, mobile applications or custom web applications
Utilizing MS Office Suite, including MS Project, and related technologies to create and manage project plans and roadmaps, and ensure all client engagements are delivered according to approved requirements
Identifying and addressing client needs, building solid relationships with clients, developing an awareness of Firm services, approaching the client in an organized and knowledgeable manner, delivering clear requests for information, and demonstrating flexibility in prioritizing and completing tasks
Utilizing effective written and verbal business communication skills when interacting with clients and firm staff and management, in a professional services business environment, emphasizing the preparation of clear and concise documentation for clients
Engaging in teamwork dynamics as a team member, including understanding personal and team roles, contributing to a positive working environment by building solid relationships with team members, proactively seeking guidance, clarification, and feedback, prioritizing and managing multiple tasks in a fast-paced environment, and completing work in a timely, accurate, and efficient manner

210

Data Operations Associate Resume Examples & Samples

Bachelor’s degree in Statistics, Economics, Operations Research, Finance r Engineering, Computer Science, or related field. Master’s degree is a plus
0-2 years working experience, preferably in financial industry
High attention to detail with excellent organizational and analytical skills and the ability to handle multiple projects
Hands on experience working with data
Strong statistics background
SQL experience in one of the major database platforms: SQL Server, MySQL, PostgreSQL, Oracle, etc
Ability to use MS Office for data analysis and charting
CFA or FRM certifications
Exposure to credit risk models
Experience with statistical programming packages such as R, SAS, Matlab
Some programming (Java, C, C++) or scripting (Python, bash, etc.) experience
Experience with mining data sets
Experience documenting standard operating procedures
Experience with data visualization programs such as Tablaeu, Qlikview, Spotfire, R plotting packages
Experience with ETL tools: CloverETL, SSIS, Pentaho, Talend, etc

211

Depositor Services Operations Associate Resume Examples & Samples

Evaluate and maintain customer accounts
Monitor daily reports for customer and firm risk exposure
Enforce and explain industry and internal policies
Determine whether to pay or return items presented within allotted time frame while adhering to banking and brokerage regulations
Process multiple return files submitted throughout the day in a timely manner and follow guidelines to determine the account status/standing and escalations needed
Make manual postings and notations to accounts as needed
Process new and existing check orders for clients and all check related processes
Responsible for submitting Service Requests to the vendor for problematic issues and accountable for following up as needed until resolved
Responsible for notifying branches and other internal departments via email of returns, unsecured debits, and other necessary communications quickly to mitigate risk to the firm
Provide customer service to branch associates
Strong knowledge of back office banking/brokerage operations preferred
Critical thinking skills; ability to enforce policy in a fast-paced environment
Ability to interpret, explain and apply policy and procedure
High degree of analytical skills/problem solving skills required
Attention to detail and accuracy required
Good organizational skills; ability to multi-task and time management essential
Excellent math and reconciliation skills
Excellent written and verbal communication skills essential
Fast and accurate 10 key and typing skills required
Intermediate level proficiency with Microsoft Word, Excel, PowerPoint and Outlook
Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude
Associate’s degree or equivalent combination of education and experience required
2+ years of bank/brokerage operations experience preferred
2+ years of office experience in a fast paced, multi-deadline driven environment required
2+ years customer service experience preferred

212

Senior Operations Associate Resume Examples & Samples

Wire payments checking and approval
Investigation (reply to customer’s request and inquiries)
Swift message processing and control of efax
Monitor transactions completion, and maintain daily work files, prepare end of the day reports
Minimum of 5 years of banking experience
Prior experience in wire payment processing (Swift, ACH, Fedwire and Chips)
Ability to anticipate and resolve complex issues
Knowledge of Wire payment system, Swift Alliance, Compliance and Deposit systems

213

Operations Associate Resume Examples & Samples

Repair incoming SWIFT messages received from overseas offices according to instructions into proper CHIPS/Fedwire formats
Checking of large dollar amounts to transactions lists
Monitor incoming funds and send confirmation of funds to overseas offices
Send confirmations for priority payments released
Provide customer support for transactions via email and phone
Experience using Montran payment system a plus but not necessary
Three to four years of payment operations experience with background working in a Money Transfer or Paying and Receiving environment
Detailed understanding of USD clearing operations - CHIPS, Fedwire and SWIFT
Experience with Montran payment system and plus but not necessary
Understanding of the regulations (Federal Reserve regulations, CHIPS and sanctions) as related to transaction processing
Well organized and able to adapt to changing work situations
Three years of bank back office experience in Money Transfer or Client Service Center

214

Senior Operations Associate Resume Examples & Samples

Verification and approval processing of outgoing CHIPS payments, outgoing Fedwire payments and internal transfers
Daily monitoring of the bank's position at the NY Clearing House and the coordination of items in the processing queues to ensure the daily successful completion of all transactions within deadlines
Responsible for sending confirmations of wires processed to our overseas offices and coordinating daily priority transactions with our clearing bank
Monitoring and maintaining daily work files for accuracy and reconciliation of manual payments and verification of large dollar transactions from the branch network
Preparing reports for volumes and statistics for management review
Minimum of five years of experience in bank back office payment operations specifically CHIPS and Fedwire formatting and structure
Familiarity with SWIFT processing including message type and fields used for transaction processing. Understanding of NY Clearing House (CHIPS) and Federal Reserve Bank (Fedwire) systems, processing and funding Payment system knowledge of CHIPS, Fedwire and payment system software (Montran experience a plus but not mandatory)
Strong written and verbal communication skills to resolve inquiries with internal departments and external customers
Prior processing experience in bank back office operations with a focus on transaction processing and formatting
Ability to handle high volumes by deadlines and multi task
The position in located in Jersey City NJ (Harborside) office and overnight hours (9 PM to 5 AM)
There will be an approximately one to two months of training period with day shift personnel

215

ETF Operations Associate Resume Examples & Samples

Provision of meaningful fund and management reporting to enable effective oversight of the various functions reporting into the Head of Operations. Assist in production, review and distribution of fund financial reports, tax reporting, investor communications, and some ad hoc management reporting requests
Serves as primary contact for service providers; attending bi-weekly meetings to discuss internal and external issues logs. Evaluates service metrics from monthly meetings. Ensure services provided by service providers meet Vanguard's standards and highlight issues that affect standards where necessary
Serves as primary contact for Fund Financial Services and Corporate Financial Services queries, working with internal and external stakeholders to identify and resolve issues
Creates and maintains the Business Continuity Plan for Vanguard Canada. Attend quarterly contingency coordinator meetings or as required. Manages the maintenance of the Issues and Tracking logs. Monitors log and highlights issues that occur regularly. Analyses issues and resolves where appropriate
Serves as primary contact for accounts payable, invoicing queries, Procurement services and vendor maintenance
Provides support to the Operations team on day to day responsibilities and complex requests. Monitors completed work to ensure accuracy, maintaining the reputation of the Operations team internally and externally
Backup support and secondary contact for institutional client servicing involving Transfer Agency functions
Participation in Vanguard product and business initiatives as appropriate
Undergraduate degree (in accounting or finance). CA or similar designation preferred or equivalent combination of training and experience
Minimum of three years of experience in the industry, with an emphasis to finance and operations
Demonstrated ability to function in a high volume/fast paced environment working with multiple and diverse responsibilities
Comprehensive understanding of broad financial concepts including accounting, finance and economics
Strong written and verbal communications skills/presentation skills
Excellent Computer skills including Microsoft Excel, Word, presentation software and three dimensional databases
Demonstrated leadership skills and ability to think strategically
Ability to develop and maintain relationships with internal and external clients
Demonstrated ability to interact effectively with senior management as well as various levels of staff and management across the organization
Ability to take on and successfully lead/participate in corporate citizenship initiatives

216

Clearing Operations Associate Resume Examples & Samples

Contribute to the team's goal of monitoring Firm exposure to our customers across the Institutional Equities, Prime Brokerage and Private Wealth Management businesses
Empowered to think about what your clients are trading, and to actively challenge things which do not make sense. If it's not working for you, then it's probably not working for our customers either
The businesses we support rely on our team to manage and highlight operational risk in the margin process. We are the last line of defense in a market or client crisis
In the constantly moving world of financial markets, we are engaged in a rolling program of change designed to challenge the status quo and keep us and our customers at the cutting edge of the industry globally. You will be part of this program

217

Operations Associate Resume Examples & Samples

Ability to read and understand the English language for the purpose of comparing and reading product descriptions
Ability to use good judgment in order to carry out detailed instructions
Ability to help train and assist associates when needed

218

Operations Associate Resume Examples & Samples

1-2 years’ experience in operations, maintenance, and administration, preferably in a school setting required
Proficiency in Microsoft Excel, Project, Word, and Outlook
Excellent project management, organizational, and customer service skills
Demonstrated ability to build relationships across teams
Comfort with a broad range of technology hardware and software preferred
Demonstrated ability to work in a fast-paced, high energy environment with a proven ability to meet and complete multiple deadlines and tasks
Results-oriented, hands-on team player who is dedicated to getting the job done
A Bachelor Degree
ESchool experience
First aid certification

219

Operations Associate Iv-cre Admin Resume Examples & Samples

A minimum of three years professional work experience
Good PC, Word and Excel Skills
Supports cross training activities and the ability to work in a team environment
Well organized with the ability to multi-task
Familiar with Real Estate and Escrow Processing. Escrow processing including tax payments, tax monitoring and escrow analysis. Real Estate processing including collateral and appraisals
AFS Knowledge

220

Digital Operations Associate Resume Examples & Samples

Digital Operational Support
Minimum 1-2 years professional experience desired
1 years client-facing experience desired
Solid computer skills; including knowledge of Microsoft Office required
Knowledge of Salesforce.com and virtual learning environments a plus
Ability to enforce program process requirements in clear and firm manner
Excellent time management and multitasking/prioritization skills
Ability to communicate and collaborate within a matrix environment
Strong problem solving skills and attention to detail
Comfort with uncertainty and ambiguity

221

Investor Operations Associate Resume Examples & Samples

Effectively build and maintain operational relationships with Registered Investment Advisors, Fund Administrators and Custodians
Manage the on-boarding of new investors including account opening and documentation review
Assist with a variety of activities related to the daily operations of the Sales team
Collaborate with the Investor Operations team to develop and document standard operating procedures
Test and implement processes and internal controls (quality assurance)
Identify opportunities to increase the efficiency and effectiveness of the Investor Operations and Sales team
Provide exceptional service and maintain a great relationship with our external and Internal counterparts
Bachelors’ degree preferred
Two or more years of experience in a related role, preferably involving Operations
General knowledge and understanding of financial products and terminology (i.e. mutual funds, fixed income, etc.)
Demonstrated ability to evaluate and balance team and individual workloads through effective time management, prioritization, and organizational skills in a fast paced environment
Excellent interpersonal skills combined with a customer service approach to problem solving
Ability to thrive in an environment driven by change and improvement
Excellent computer skills and experience with Salesforce and Excel a plus
Attention to accuracy and detail
Excellent references

222

Operations Associate Resume Examples & Samples

Inventory management of packaging systems and components
Understanding WC operating systems including WorldStar and Opstar
Safe handling of dry ice and shipment replenishment
Forklift certification
Understanding TempTale device procedures
Issuing airline airway bills for domestic and international non-rev shipments and return packaging assets
Identification of shipping documentation requirements
Identifying product keeping temperature and replenishment needs
Understanding of WC operating systems including WorldStar and Opstar
Professional demeanor

223

Operations Associate Resume Examples & Samples

Plant process flow
Drive & impact daily yields, efficiencies, and throughput
Manage employee time
Understand USDA regulations and requirements
Manage labor, packaging, and ingredient costs
Additional training in people leadership skills, OSHA requirements, ramp in and rotation schedules, safety training, HACCP, good manufacturing practices (GMP), coaching and HR practices
Bachelor’s Degree with a minimum GPA of 2.7 or 1 yr supervisory experience in a food processing environment
Demonstrated ability to multi task
Ability to work more than 40 hours a week and work multiple shifts
General computer skills
Must be a self-starter with a hands-on approach
Comfortable in a fast paced environment
Right to work in US that is not based solely on possession of a student visa or a visa sponsored by a third-party employer
Previous management experience
Bilingual English/Spanish or English/Hmong
Prior experience in a meat processing facility
Effective communication and people skills

224

Business Operations Associate Resume Examples & Samples

Business Operations Associate (BOAs) enable and support our clients' sales and marketing activities. BOAs operate and optimize business processes, perform analyses, create deliverables and respond to client requests. As a BOA, you will
Understand client business issues, operating business rules, data, and processes
Incorporate process changes in response to evolving business needs
Operate business processes for clients on a periodic basis. This includes synthesizing data, performing quality checks and creating error free deliverables
Interact with internal or client teams to resolve any issues with process inputs
Respond to ad hoc requests from the clients relating to the deliverables
Identify and implement business process enhancements
Graduates from any engineering discipline, with not more than 2 years’ experience can apply for this role. The common denominator in an individual’s success is a strong academic record and evidence of strong process orientation with the following skills
Innate quality orientation with an eye for detail
Excellent task management and organizational skills
Problem solving skills and an ability to think through solutions in a structured environment
Ability to work in a team environment. Global exposure or experience of having worked in global cross office teams is preferred
Self-motivated with a willingness to take initiatives with a strong work ethic

225

Operations Associate Resume Examples & Samples

Ensures effective surgical care to patients as related to Stryker Endoscopy equipment
Assists the Service Quality Coordinator with day to day operations focusing on account visits and training/education
Interacts with surgeons, patients, OR personnel, Central Processing, Sales Reps, O.R. Managements, and Hospital Administration, as well as Stryker employees and partners
Develops monthly reports on current and upcoming new hire trainings as well as vacation coverage
Assists in penetration of Stryker products in service accounts (rep and account specific)
Provides clinical surgical support by operating all Stryker equipment
Is responsible for trouble-shooting and maintaining Stryker Endoscopy equipment
Provides vacation coverage within region
Provides education and training to ProCare Surgical Specialists within region
Provides Regional Service Manager information from team leaders / specialists with essential material for reviews, corrective actions and other administrative duties regarding specialists
Adheres to all policies and procedures put forth in the sales code of conduct
Employee has the necessary authority to execute above mentioned job responsibilities, and will have the authority to carry out specific responsibilities defined by quality system documents. Employee has the authority to recommend and initiate preventative and corrective action with regard to product non-conformances and quality system activities
Assist the Service Quality Coordinator and/or Regional Service Manager with the day to day management of no more than 15 Specialists as well as assist with the annual review of said Specialists
Operating Room experience and demonstrated knowledge of anatomy, surgical procedures and techniques
Medium work: Exerting up to 50 pounds of force occasionally, and/or up to 20 pounds of force constantly to move objects
Must be able to review printed materials
Must be able to communicate with large groups of people
Must be able to communicate telephonically
Must be able to use common office equipment (e.g. calculator, PC, fax machine, etc.)
Must have near visual acuity (corrected) color vision, mobility, bending, standing, stooping, and finger dexterity
Must be able to generate and explain detailed forecasts, guidelines and procedures
Must be able to analyze and resolve non-routine product issues using independent judgment
Must be able to observe and correct minute inconsistencies (e.g. in the printed word, product appearance, etc.)
Excellent equipment problem-solving skills
Demonstrates professional work ethic and attitude at all times
Respects patient confidentiality

226

MFG Operations Associate Resume Examples & Samples

Weighs, measures and checks raw materials to ensure batches manufactured contain proper ingredients and quantities
Maintains records to comply with regulatory requirements and acts as subject matter expert for revisions or improvements to manufacturing documents
Works with other Cell Processing Associates utilizing good manufacturing practices during aseptic processing of clinical and commercial products using Standard Operating Procedures
Represents department in cross-functional teams, projects and GXP-related problem resolution
Posts weights and shipping charges, and prepares goods for final shipment
Prepares and maintains records of merchandise shipped
Prepares goods for final shipment and unpacks and checks goods received against purchase orders and invoices, maintains records of received goods, rejecting unsatisfactory items if necessary
Examines, stocks, and distributes GMP and non-GMP materials to inventory and manufacturing lines
Associates’s or Medical Technical degree or equivalent
Typically 2 years related experience in CGMP/FDA regulated industry or 1 year with Medical Technical degree

227

Imaging Operations Associate Resume Examples & Samples

Assist in preparation and reproduction of study materials during study start-up phase of clinical trials
Follow up with outstanding documentations from clinical sites to complete site qualification
Schedule logistical and technical trainings with site personnel
Create test run requests for sites submitting digital data
Review, process, track and monitor all imaging data received from sites
Assist in the monitoring and resolution of data discrepancies resulting from discrepancy listings generated from clinical data management
Manage site communications, generate site and patient reports and queries, and verify reports prior to distribution to clinical sites and sponsors
Investigate and complete logistical edit checks
Generate queries (i.e. data clarifications, incomplete package notifications, repeat request notifications) for resolution with clinical sites
Report issues found with study systems (i.e. study database, reading analysis system) using bug/issue track system
Prepare and review of materials for internal and external audits or monitoring visits
Excellent attention to detail and orientation toward meticulous work
Familiarity with PC-based computers and standard software packages including e-mail, word processors, spreadsheets and databases
Knowledge of the drug development/clinical trials process/basic clinical research and/or experience working in a pharmaceutical environment preferred
Knowledge of “good clinical practices” preferred

228

Operations Associate Resume Examples & Samples

Supports the collection and tracking of client related documents necessary for the successful implementation and ongoing payment services being provided in the statement of work and in accordance with standard operating procedure (SOPs)
Responsible for study set up support, vendor, site and contract entry for the project/program based on the specifications and project needs
Provides site support and communication tracking based on the scope of work as directed by the PM
Support initial and ongoing data entry and Quality Review of the system to ensure accuracy and quality of data
Responsible for attending implementation and ongoing team meetings and providing timely follow up to action items to ensure client deliverables are met
Attends external client meetings, as required, and may take meeting minutes, track issues and action and follow up until resolution
Provides updates to the PM and project team on document status and/or other implementation related activities
Ensures timely and accurate data by running reports, completing QC of data and making updates as necessary in accordance with operational SOPs, best practices and policies
Provide timely and accurate review of contract and budget documentation
Supports UAT set up and testing for the project/program as needed
Reviews ongoing data processing output of financial transactions for accuracy
Researches payment related inquiries as necessary
May be responsibility for Client payment batch processing and payment settlement
Supports the set up and activation of site bank accounts
Ensures high level of client satisfaction
Supports the internal project team lead on implementation activities to ensure high quality and on time delivery
Is proficient in all aspects of the system and may be a Subject matter expert in some areas which is applied to contract or financial activities dictated by the services being provided on a project by project basis
Strong computer skills, including MS Office suite
Ability to manage multiple priorities well and error-free. Resourceful and organized
Communicates daily with multiple Company personnel to accomplish work

229

Operations Associate Resume Examples & Samples

Previous experience with Settlements and Trade Processing
1+ year of previous experience in a Hedge Fund setting
Advanced Excel skills (V-Look Ups, Pivot Tables, etc.)

230

Operations Associate Resume Examples & Samples

Strong proficiency in MS office
Trusted problem solver with detail-orientation
Strong judgment and decision making skills
Ability and wiliness to adapt to change
1+ year of office experience
Experience with working with stakeholders in multiple time zones/geographies
Experience with stakeholder management

231

Operations Associate Resume Examples & Samples

Primary oversight of seed processing operations on site ensuring quality, accuracy and timely delivery to North America field testing hubs
Support Seed Operations Lead in capacity management, forecasting, and prioritization of seed processing and delivery
Ensure execution of processing protocols as defined in partnership with breeders, scientists, and field testing teams
Supplies forecasting and procurement
Manage seed and trial inventory and distribution and coordinate physical seed movement between North America field testing hubs and to/from winter seed production locations, including locations outside of the United States
Provide process improvement leadership through identification of key performance metrics for existing and potential workflows to drive continuous process improvement
Training and supervision of temporary employees
Collaborate with developers to provide software requirements for machine and process control (automation)
Accountable for quality control and continual assessment of processes against established key performance metrics
Minimum of Bachelor’s Degree in Agricultural Systems Management, Mechanized Systems Management, Agricultural Systems Technology, Supply Chain Management Logistics, or related field
Strong computer skills related to data capture, organization and analysis
Strong foresight, planning, prioritization and organization skills
Ability to quickly identify and troubleshoot problems
Demonstrated effective written and oral communication
Ability to work effectively with interdisciplinary teams and demonstrate leadership
Familiarity with plant breeding methodologies
Knowledge of plant automation integration and/or deployment best practices
Experience working and/or leading people in a matrix environment

232

Operations Associate Resume Examples & Samples

Primary oversight of seed process operations with focus on efficient and sustainable ginning, delinting, and seed treatment processes
Preventive maintenance and repair of seed processing equipment, including interactions and scheduling of outside service providers and Monsanto automation engineers
Assist in design and installation of innovative workflow solutions and integration of automation technologies through collaboration with Monsanto automation teams
Training and supervision of 6-12 temporary employees
Optimize data capture and timing of seed and fiber characterization data and assist Seed Operations Lead in capacity management, forecasting, and prioritization of seed and data delivery
Accountable for quality control and continual assessment of processes and automation systems against established key performance metrics
Collaborate with other seed processing hubs to drive useful standardization of process, software, and automation machinery across Breeding
Provide support to on-site field testing team as directed by Seed Operations Lead and site management team
Bachelor’s Degree in Agricultural Systems Management, Mechanized Systems Management, Agricultural Systems Technology, Mechanical or related field
Demonstrated experience with installation and operation of automation and control systems
Strong computer skills related to data capture and organization
Experience with and/or training in LEAN/Six Sigma
Demonstrated experience with process improvement
Demonstrated experience providing technical training to others

233

Operations Associate Resume Examples & Samples

Review all hazard and flood mail sent to the department to assist with perfection and exception resolution
Review, research, and image all policies that have a relationship that can be found in the Systematic Tracking of Collateral system
Scan all hazard, Closing & Collateral Operational forms, and recorded Commercial Real Estate documents for the department
Responsible for delivering discharge documents back to the customer
One to two years relevant work experience

234

Funding Operations Associate Resume Examples & Samples

Act as a liaison between assigned department and other departments within TD Bank
Provide support to less experienced staff
Protect privacy and non-public information
Review application information against host systems for accuracy and completeness
Suggest changes or modifications to policies and procedures to supervisor based on day-to-day observations and activities
Escalate more complex or unusual issues to lead or supervisory staff

235

Operations Associate Resume Examples & Samples

Work directly with the Director/GMs to support 5 warehouses and 1.2k employees
Help create new guidelines, policies that will impact thousands of employees
Design and manage a process for donating thousands of garments a year
Work directly with our warehouse suppliers to reduce cost and improve quality
Identify ways to drive consistency among warehouses in order to improve efficiency and employee satisfaction
Track supply spending across the network and look for ways reduce costs
Coordinate travel and logistics around our warehouse leadership events
Outline requirements and specifications for projects and programs related to employee growth and development
Spend about 30% of your time traveling to our warehouses

236

UK Operations Associate Resume Examples & Samples

2+ years of relevant work experience preferably in operations management or supply chain role
A bachelor's degree is required
Advanced Excel user or Access skills required
Experience in operations and Logistics
Independence and flexibility
Accomplished range of skill from high-level strategic thinking to creative and detailed team leadership

237

Operations Associate Resume Examples & Samples

Apply advanced troubleshooting techniques to provide unique solutions to our customers' individual needs
Interact with leading technologists around the world
Work directly with Amazon Web Service architects to help reproduce and resolve customer issues
Leverage your extensive customer support experience to provide feedback to internal AWS teams on how to improve our services
Drive customer communication during critical events
Bachelor’s degree in Information Science / Information Technology, Computer Science, Engineering, Mathematics, Physics, or a related field
Installation and/or Troubleshooting of

238

Operations Associate Resume Examples & Samples

If necessary perform needed cycle counts and/or relocate product virtually and physically
Experience with inventory, bin types, containers, and all tools used to move product throughout the warehouse
Able to read and take direction in English
Must be in good standing
Must be able to work independently and without regular supervision
Must be able to lift up to 49 lbs
Demonstrated ability to learn and apply with consistency in quality and output
Advanced work experience or college degree work

239

Demand Operations Associate Resume Examples & Samples

In this role you will be in charge of delivering services and operations support towards agencies and trading desks based in the Americas such as trafficking, monitoring delivery and reaching KPI targets
You will work closely with the demand sales team (first business contact) and publisher account management teams to
Ensure the trafficking and set up of RTB campaigns: DealIDs, managed IO/spot buys, CPV campaigns
Troubleshoot buyer's technical questions and KPI targets (CTR, VTR )
Monitor delivery and performance (suggest additional sites, add data or filters/targeting)
Understand client bidding behavior and orientate sales team to drive more revenue
Debug issues with campaigns and creatives, manage troubleshooting escalations
Make sure sales administration is maintained: IO archiving, reporting discrepancies for invoicing
Attend customer meetings (Pre-sales & quarterly business review support)
Build education materials for internal and external use
Configure the Company's technology platform to support the order management process, management of ad sales rights, and campaign delivery for FourFronts campaigns
Manage campaign trafficking to support the execution of FourFronts campaigns
Develop, document, and execute the processes and procedures by which FourFronts campaigns will be monitored and audited
Audit ad and video content from FourFronts campaigns to ensure that delivery and execution is optimized and meets customer's expectations
Design and implement quality assurance programs for FourFronts campaign set-up and execution
Build and implement processes for auditing and investigating discrepancies and errors associated with campaign delivery, including end-point verification
Coordinate with FourFronts customers to configure, manage, and troubleshoot FourFronts campaigns
Communicate status on campaign delivery and escalate issues to FourFronts management and customers
Provide inventory forecasts and pricing guidance to FourFronts team
Provide input in the FreeWheel product development process that represents the needs of the FourFronts team

240

Operations Associate Resume Examples & Samples

Order, retrieve and upload/index all credit reports required for Quality Control Inventories
Facilitate file management for QC and Risk as required when physical file is required
Manage department supplies for all groups reporting under Quality Qontrol
Order, receive and distribute all checks for financial institutions requiring payment for re-verifications
Request review appraisals for Post-Closing QC selection and upload to GDR
Open and upload/index all incoming mail and update TenA system with responses
Upload all QC generated documents into the GDR
Central contact for all equipment repairs calls and orders
Update QC Tracking to show department goals and current status of all workgroups
Support all QC Managers as needed for projects, audits and/or administrative tasks
Other tasks as needed
High School or Equivalent required
Good problem solving skills and analytical skills
Ability to multi-task and attention to detail
Ability to communicate effectively verbally and written
Working knowledge of department computer applications and systems. Basic mainframe skills
Working knowledge of MS Word
Working knowledge of MS Excel
Working knowledge of MS Outlook
1 – 2 years Operations experience, Experience working in an operations environment or entry level clerical

241

Mortgage Banking Document Operations Associate Resume Examples & Samples

Notify TeamLead or Supervisor of issues as they arise
2-3 years Mortgage Banking experience required
Basic knowledge of Windows, XP, MS Word, and Excel required
Basic knowledge of Visio and PowerPoint required preferred
Extensive working knowledge of Chase Servicing / Production systems is preferred
Extensive knowledge of mortgage documents is required
Chase Mortgage process and workflow knowledge preferred

242

Operations Associate Resume Examples & Samples

Support the senior Analyst team in servicing Client Development and Sales by providing on time and accurate data reports using DecisionKey and other related analytic software as directed
Provide assistance in day-to-day servicing support across Market Analysis
Provide analytical support for the team by accurately interpreting data
Develop necessary techniques for analyzing and presenting data
Ability to take responsibility for personal development by seeking training, on-the-job experiences and input from manager
1-2+ years’ experience in market research or equivalent
Previous knowledge/experience working with databases and/or analytical tools is a plus
Previous experience in a Retail organization headquarters or Retail consulting firm is a plus
BA/BS

243

Imaging Operations Associate, IQC Resume Examples & Samples

Attending and participating in applicable company-sponsored training
Ability to work in group setting and independently; ability to adjust to changing priorities
Leadership skills. Self-motivated with ability to work in teams with minimal supervision, with aggressive deadlines
Strong documentation and organizational skills
Ability to project and maintain a professional and positive attitude
Minimum one year experience with computer hardware and software applications required
Familiarity with network navigation and file saving conventions
Experience in moving/copying files and folders

244

Operations Associate Resume Examples & Samples

Performing matching decisions made through manual and systems processing
Ensuring the quality and timeliness of the Receipt data, according to production schedules
0-2 years of experience in data processing environment
Ability to multitask and meet strict deadlines

245

Operations Associate Resume Examples & Samples

Willingness to learn and grow within a small group/firm will be key requirements
Product knowledge should include equities, OTC derivatives (in equities or credit are a plus) along with Fixed income, CDS, Currencies and foreign markets
A high level of integrity and ethical standards

246

Seasonal Operations Associate Resume Examples & Samples

Assists customersCustomer Service – You’re maneuvering around the store at a fast pace, working with the merchandise, but when a customer stops you to ask a question or request assistance, there’s no one they’d rather be talking to than you
Executes the merchandise strategy – You take the plans that have been communicated by leadership on how to display the merchandise throughout the store and drive it home with efficiency and detail!
Replenishes and restocks the store – You’ve got your finger on the pulse of the customer; you know when merchandise is getting low and you know just where to get more to ensure all of our customers have the styles and sizes they need!
Receives and unload unloads merchandise – You can unload a truck and prepare the merchandise in the backroom like nobody’s business!
Responsible for backroom standards – Your stockroom is immaculate; everything’s always in the right place so all of your teammates know just where to get merchandise for the customer and you make it safe, so no one will get hurt on your time
Executes pricing and signing – You can change ticket prices and signing on merchandise across the store better and faster than anyone!
Delivers .com merchandise – You know where all the orders are that have come to the store from jcp.com orders
Assists customers – You’re maneuvering around the store at a fast pace with the merchandise, but when a customer stops you to ask a question or request assistance, there’s no one they’d rather be talking to than you

247

Workplace Operations Associate Resume Examples & Samples

In cooperation with the Sr. Director, Corporate Real Estate & Workplace (C.R.E.W), design new and refine existing office policies and procedures to improve efficiencies as the company grows
Respond to and resolve facilities based requests, complaints and queries from employees
Provision and monitor building access control for individual staff members
Provide guidance and suggestions to Office Assistants in their day-to-day duties
Assist in the maintenance of the budgets for supplies, furniture and commissary in cooperation with the Office Assistants
Liaise with numerous existing vendors while prospecting new vendors to reduce costs and improve services to 2U, NY offices, capitalizing on economies of scale as 2U expands
Maintain facilities administrative system including but not limited to weekly auditing of floor plans, processing daily facilities tickets, inventory rotation, working with developers to ensure system is properly communicating with other systems (HR, IT, Tech, Finance, etc.)
Collaborate with Training team to maintain accurate information for new hire orientation and improve experience for new employees during onboarding
Ensure that health and safety policies/procedures are up to date
Attend HR hiring meetings and coordinate with senior management for new hire seating
Coordinate with IT and HR during provisioning and de-provisioning of employees
Maintain inventory of all furniture, appliances, fixtures, AV equipment, etc
If needed, be willing and able to construct, trouble shoot or make minor repairs to furniture, appliances, fixtures, etc
Coordinate the routine maintenance and service of furniture, appliances and physical structures
Conduct routine inspections of all workstations, conference room furniture and common spaces to ensure cleanliness and proper layouts are maintained
Strong work ethic with a “can do” positive attitude
Solid organizational skills with a laser-focused eye for detail
Consistently proactive approach to progress and improvement
Ability to work in a fast-paced environment, communicating actively and clearly with employees
Flexibility and ability to multitask, switching priorities as needed within a collaborative environment
2U is an equal opportunity employer that does not discriminate against applicants or employees and ensures equal employment opportunity for all persons regardless of their race, creed, color, religion, sex, sexual orientation, pregnancy, national origin, age, marital status, disability, citizenship, military or veterans’ status, or any other classifications protected by applicable federal, state or local laws. 2U’s equal opportunity policy applies to all terms and conditions of employment, including but not limited to recruiting, hiring, training, promotion, job benefits, pay and dismissal

248

Night Shift Operations Associate Resume Examples & Samples

Inbound receive, prep, stow, imaging and additional duties as assigned
High School diploma or equivalent and at least 18 years old
Commitment to a culture of safety
Must be able to lift, bend, reach above the head, kneel, crouch and walk for long periods of time during shift
Ability to be certified to operate company vehicles
Demonstrated ability to produce accurate work results and a high attention to detail in work products including paperwork

249

Temporary Operations Associate Resume Examples & Samples

Support the review of contracts and related documents
Facilitate the flow of communications within the division
Organize and maintain SVP files and division filing system
Assist in proposal development
Maintain SVP schedule, prepare briefing materials for the SVP, and prepare documents for weekly SVP meetings
Undertake assignments on projects or special initiatives, both billable and non-billable as required. Perform other duties and responsibilities as required
Maintain and update division trackers
Bachelor's degree or equivalent experience in a related field required; Master's degree strongly preferred
Minimum one year of administrative and/or technically relevant work experience preferred, with the ability to handle routine tasks and operational issues
Minimum one year of international work experience required; one year of experience in a developing country preferred
Experience living or working in developing countries, particularly in South Asia, Central Asia, Africa, Middle East, or Latin America, preferred
Demonstrated ability to communicate clearly, concisely, and persuasively both orally and in writing
Demonstrated ability to deliver presentations, training, and facilitate meetings effectively
Demonstrated ability to follow standard practices and procedures, receive general instruction and supervision on work progress, and make significant contribution to end results
Strong attention to detail and task follow through skills
Strong knowledge of MS Office applications
Foreign language fluency desired

250

Operations Associate Iv-dq Resume Examples & Samples

Perform monitoring & QC of work performed by global business partners
Build solid working relationships with internal and external customers, attorneys, vendors, and outside agencies
Five or more years of office / administrative experience

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