Top Operations Associate Skills

Below we've compiled a list of the most important skills for an Operations Associate. We ranked the top skills based on the percentage of Operations Associate resumes they appeared on. For example, 17.7% of Operations Associate resumes contained Customer Service as a skill. Let's find out what skills an Operations Associate actually needs in order to be successful in the workplace.

The six most common skills found on Operations Associate resumes in 2020. Read below to see the full list.

1. Customer Service

high Demand
Here's how Customer Service is used in Operations Associate jobs:
  • Coordinated and supported Operations Associate in shipping and receiving activities to ensure accuracy, integrity and optimum customer service.
  • Provided administrative support to the agency by coordinating sales leads, document retention, customer service and general office support
  • Register inventory Unload trucks Skills Used Time management General Math Skills Verbal Communication Customer Service Resolving Conflict Teamwork Client Relationships
  • Monitored daily processing logs from internal and/or external sources and provided customer service to internal and external customers.
  • Transitioned from customer service role at an owner/inventor-operated company into a corporate culture for personal growth and opportunity.
  • Led and documented reorganization transition resulting in effective incremental changes, increased morale, and improved customer service.
  • Provided quality customer service in fast paced environment by interacting with customers and explaining differences in merchandise.
  • Worked effectively on a team of sales representatives and operation managers to provide quality customer service.
  • Received incoming shipments * Processed orders for various shipments * Customer Service regarding orders and delivery
  • Facilitate Circulation Department's Network Account Requests, Customer Service Requests and Telecommunications Service Request.
  • Headed meetings regarding incoming customer service calls and weekly reported on and analyzed service metrics.
  • Exercised exceptional customer service skills while maintaining admirable relationships with co- workers as well as management
  • Guided tours of facilities and explained program details to potential participants with exceptional customer service.
  • Resolve customer issues and instruct associates regarding customer service policy to optimize customer experience.
  • Established all metrics for performance evaluation to ensure exceptional customer service and control costs.
  • Lead customer service initiatives to respond immediately to customer needs over phone & email
  • Trained Customer Service Representatives on how to effectively utilize the software and platforms.
  • Assisted in upholding, developing, and implementing customer service operation policies.
  • Provided customer service to internal customers and assisted in loan closing procedures.
  • Directed customer service initiative within associates to ensure our clientele's satisfaction.

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2. Financial Advisor

high Demand
Here's how Financial Advisor is used in Operations Associate jobs:
  • Maintain portfolio accounting systems and processes for financial advisory firms.
  • Researched and evaluated client monthly activity reports; cross-referenced data with financial advisor transaction reports, ensuring all data corresponded.
  • Assisted shareholders and Financial Advisors with lost or damaged stock certificates and provided verification by medallion signature stamp guarantee.
  • Reviewed financial advisor reports and verified data against client statement asset portfolio or summary earned income reports.
  • Processed and monitored daily over 80 incoming mutual fund networking requests from financial advisors.
  • Assist financial advisors in researching and resolving any documentation discrepancies.
  • Assist Financial Advisors in preparing client communications and proposals.
  • Assisted three financial advisors with operational and administrative projects.
  • Provide all levels of administrative and operational support to a team of financial advisors ensuring a smooth running and efficient department.
  • Wire Operator; place orders and processed of incoming securities and payments from clients and Financial Advisors using WebNAS/NextGen based software.
  • Communicated regularly with in-house management, financial advisors, and mutual fund companies through e-mail, meetings and conference calls.
  • Processed Pay or return decisions on Cap Account NSF items per financial advisors requests on their prospective client's accounts.
  • Processed reports and verified system integrity; interfaced with financial advisors in order to discuss and resolve ongoing issues.
  • Assist in the training and mentoring of newly hired financial advisors regarding the processing of new client account documentation.
  • Managed high volume email and telephone correspondence with financial advisors, high-net-worth clients, financial institutions, and colleagues.
  • Broker firm and financial advisor updates or changes to one or more accounts by authorized parties or financial adviser.
  • Provided support services to 5 financial advisors - verified paperwork, input data, contacted clients, etc.
  • Provided clerical support to 9 Financial Advisors and 3 Certified Assistants as well as customer service to clients.
  • Recorded financial advisor's daily asset and production figures in order to stay aligned with annual goals.
  • Researched, analyzed, and made purchasing recommendations to the financial advisor on new financial vehicles.

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3. Ensure Compliance

high Demand
Here's how Ensure Compliance is used in Operations Associate jobs:
  • Analyzed policies and endorsements to identify errors, omissions and discrepancies to ensure compliance with company and regulatory standards.
  • Reviewed operations rules, alerts, and systems to ensure compliance with company and governmental anti-money laundering regulations.
  • Provided accurate and complete information to ensure compliance with specified rules and regulations.
  • Reviewed pertinent documents to ensure compliance.
  • Reviewed processes and procedures related to KYC (know your customer) files in an effort to ensure compliance and efficiency.
  • Maintained client files and documentation and worked directly with the compliance department to ensure compliance with all rules and regulations.
  • Performed financial analysis on client and claimants' assets and ensure compliance with class action settlement agreements and court orders.
  • Worked in conjunction with compliance department to ensure compliance with AML continuity plan, and all regulatory requirements.
  • Provided day-to-day oversight over five local facilities to coordinate repairs, arrange employees, and to ensure compliance.
  • Maintained the Office of Supervisory Jurisdiction (OSJ) Compliance Library to ensure compliance with regulatory requirements.
  • Monitor the Regulation CC report to ensure compliance regarding funds availability on customers' accounts.
  • Monitored accounts to ensure compliance, and distributed all incoming and outgoing mail.
  • Audit new account documents on IRA and HSA accounts to ensure compliance.
  • Reviewed account summaries on trades executed to ensure compliance with NFA regulations.
  • Maintained and reviewed error reports to ensure compliance standards remained above average.
  • Initiated projects to streamline business processes, including: Completed audits and other activities to ensure compliance with laws and regulations.
  • Perform QA real time review of manufacturing documentation to ensure compliance with cGMP and Baxter procedures and quality standards.
  • Support the regional managers within the call center to ensure compliance with deliverables on day-to-day bases.
  • Monitor branch activities to ensure compliance with all applicable regulations, including Know Your Customer.
  • Mortgage Banking Loan Administration Quality Control Department Responsible for performing audits on loans to ensure compliance and agency guidelines are met.

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4. Data Entry

high Demand
Here's how Data Entry is used in Operations Associate jobs:
  • Filed correspondence manually and electronically and performed data entry and maintained files and filing systems.
  • Provided administrative support to Department Manager, data entry, and operate general office machinery.
  • Handle multifaceted clerical tasks including data entry, transcribing meeting minutes and proofreading documents.
  • Managed data entry processing of incoming financial reports and supporting documentation for appropriate reports.
  • Identified and corrected data entry errors and reported them to supervisor when necessary.
  • Completed data entry for large corporate customers according to specific procedures for processing.
  • Provided administrative support: Data Entry/Texts/Emails/Benefits follow-up for current and potential employees.
  • Processed reconciliation logs for Accounting Department and data entry of monetary transactions.
  • Followed data program techniques and procedures to maintain data entry requirements.
  • Provided administrative and clerical support including highly sensitive donor data entry.
  • Performed Regulatory submission process including completion of appropriate data entry.
  • Performed data entry of appropriate data into computer systems.
  • Required strong administrative, clerical and data entry skills
  • Supervised Data Entry Department consisting of six individuals.
  • Performed data entry of customer deposits and withdrawals.
  • Completed data entry for large corporate customers, conduct quality control on daily work processed ensuring service level standards were met.
  • Check Encoding Proof Operator -Data Entry -Depository of company checks -Depository of client payments -Running and balancing of reports -Verifying of batches
  • Assisted in all areas of administrative work including data entry, receptionist duties, file organization, research and development 25.
  • Updated and maintained donor records through data entry, donation processing, and batching using Raiser's Edge database system.
  • Assist Data Coordinator with data functions such as quality checking, data entry, verbatim entry and data checking.

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5. Store Audits

high Demand
Here's how Store Audits is used in Operations Associate jobs:
  • Filed and documented inventory data and paperwork required for store audits.
  • Maintain organized documents required for store audits.
  • Retain required inventory paperwork for store audits.
  • Keep all inventory paper records required for store audits.
  • Organize all inventory paperwork required for store audits.
  • Filed all inventory records required for store audits.
  • File inventory paper records for store audits.
  • Complete store audits and inventory count.
  • Keep all inventory paper records required for store audits.Assist with merchandising updates.

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6. Equity

high Demand
Here's how Equity is used in Operations Associate jobs:
  • Improved management decision making through streamlining of Operational Review and Equity summary reports, quarterly valuation and market value sign-off processes.
  • Compiled and submitted regulatory documents to the National Association of Securities Dealers Inc. *Traded fixed and equity securities.
  • Developed ongoing equity portfolio analysis detailing all key performance drivers critical to oversee equity portfolio management.
  • Led a financial operations team that processed exercises and assignments of Derivative/Equity options.
  • Executed Canadian equity and fixed income agency orders using proprietary OMS system.
  • Oversee settlement of international equity and fixed income securities.
  • Monitored and resolved potential Buy-ins on equity trades.
  • Reconciled equity activity resulting from exercise and assignments.
  • Trained all new operations employees within the Recovery Group and created Operations Training Manual for Distressed Debt and Equity Investment Team.
  • Initiated, monitored, reconciled and settled all equity sell side trades with middle office, brokers, and banks.
  • Worked directly with the equity research department and portfolio manager to determine model changes and implementation of new investment strategies.
  • Supported funds' month-end close process through reviewing monthly and quarterly investor statements for hedge funds and private equity funds.
  • Determine success of the Bank's participation in the MHA program by analyzing home equity government modifications and developing forecasts.
  • Funded individual customer, business-to-business, and correspondent home equity loan accounts in excess of one million dollars in revenue.
  • Analyzed and approved potential investments to ensure equity trade limits imposed by industries, regulators or issuers were not surpassed.
  • Input and execute stock vs. option orders for the Equity Options desk and resolving any clearing discrepancies with options exchanges.
  • Review NAV packages monthly and quarterly for hedge fund of fund vehicles and private equity fund of fund vehicles.
  • Executed trades of equity and equity derivatives, fixed income products, and mutual funds on behalf of advisers.
  • Managed accounts for hedge funds; responsible for figuration and booking of debt, equity, and derivative trades.
  • Performed backup to Equity Operations Manager, processing trades, and sending electronic trade confirmations for all transactions.

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7. Phone Calls

high Demand
Here's how Phone Calls is used in Operations Associate jobs:
  • Support with distribution of parent communications including phone calls, written notices and website notifications.
  • Coordinated phone calls directed to the floor to facilitate communication between personnel.
  • Answered customer telephone calls regarding existing accounts.
  • Schedule appointments for patients, answer phone calls, maintain medical records of patients, sterilize medical equipment.
  • Answered customer phone calls to answer questions, take orders, confirm delivery, and return damaged goods.
  • Assisted with day to day operations such as maintenance, customer service, phone calls, and sales.
  • Prioritize hundreds of emails daily to ensure most pertinent items are handled efficiently while managing incoming phone calls.
  • Responded to sales inquiries and provided customer support by answering telephone calls and responding to e-mail correspondence.
  • Managed the reception area; met clients, answered phone calls and arranged client and staff meetings.
  • General Customer Service including answering phone calls, assisting customers with product selection, and processing sales.
  • Answered phone calls varying from how to find a certain publication to clarification on department policies.
  • Serve as the unit's communication person, answering phone calls, taking and relaying messages.
  • Answer and triage all incoming phone calls for prompt resolution; schedule patient tests and appointments.
  • Answered and transferred telephone calls, delivered mail and prepared conference rooms for meetings.
  • Supported internal customers including branches and TBC by servicing phone calls regarding plastic disputes.
  • Contacted clients and professional contributors through mailings, phone calls, and email marketing.
  • Set up offender phone calls with court/attorney/agent in group calendar, schedule meeting rooms.
  • Answer phone calls and questions from public, attorneys, and other agency staff.
  • Handled 30 investigation phone calls per night for 40 days during night shift.
  • Answer incoming telephone calls and transfer them to the appropriate party.

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8. New Accounts

high Demand
Here's how New Accounts is used in Operations Associate jobs:
  • Analyzed all currency trading account applications and financial documents, and investigated new accounts to ensure compliance with Anti-Money Laundering policies.
  • Processed asset movement requests, account information alterations, and originated new accounts according to corporate and regulatory policies.
  • Provided recommendations and ensured compliance with FINRA regulatory policy, including conducting detailed reviews of new accounts daily.
  • Cross trained in new accounts after demonstrating initiative to quickly assimilate into the financial industry.
  • Created systematic processes to ensure quality control in departmental processes related to new accounts.
  • Reviewed and approved documentation needed to open new accounts for international clientele.
  • Opened new accounts and ensured compliance with control and regulatory requirements.
  • Conducted training for another operations associate while transitioning to new accounts/customers.
  • Performed extensive data entry to process new accounts received from shareholders.
  • Reconciled new accounts, corrected any errors from the blotters and mismatched data, and saved the reconciliation report for documentation.
  • Compiled information for new accounts, entered account information into system and processed all paperwork for new and existing clients.
  • Tracked and managed numerous new accounts through the application and e-commerce building process over 3 week periods until complete.
  • Perform detailed industry analysis to identify trends in new accounts including geographic location and the impact on the industry.
  • Analyzed high net worth individual's current holdings within all security classes to assist transfers into new accounts.
  • Open new accounts, closing accounts, daily maintenance of accounts, and balance of bank general ledgers.
  • Generated over 50+ new accounts and transferred balances for new and existing MBNA clients on a monthly basis.
  • Assist with all branch operations functions: wire, cashier, new accounts, and mail & administrative.
  • Process and report all Day 2 confirmation for new accounts and report to fund companies for verification.
  • Account administration (Personal and business) comprises set up new accounts, maintenance, follow ups.
  • Received and processed all incoming debt instruments to set up new accounts or modify existing ones.

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9. Client Relationships

high Demand
Here's how Client Relationships is used in Operations Associate jobs:
  • Analyzed operations policies & procedures and provided recommendations to the Management regarding job procedure improvement and maintaining client relationships.
  • Major responsibility required editing, for accuracy, all new account information for new client relationships.
  • Applied and improved communication skills internally and externally while handling business and client relationships and requests.
  • Cultivated client relationships in serving as primary communications point for account information requests.
  • Managed client relationships for data collection and mapping improvements.
  • Developed and enhanced client relationships through consistently positive interactions.
  • Collaborated on implementation of 11 new client relationships.
  • Nurtured client relationships through frequent inventory deliveries.
  • Develop and manage enterprise client relationships.
  • Provided daily support to traders on existing positions, cash and reporting in order to maintain strong client relationships.
  • Supervised and developed 10 associates in the timely and accurate transaction processing for 27 client relationships.
  • Strengthened client relationships as a member of the Customer Solutions Team.
  • Cross Sell Chase products to secure and promote client relationships.
  • Maintain excellent client relationships when responding to client requests.
  • Manage client relationships to ensure client needs are exceeded.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Assisted with or took responsibility for advisor billing process and quarterly reporting Maintained a high level client relationships and service.
  • maintained cash and inventory accountability, worked bingo game sales for weekly fundraising events, built and maintained client relationships

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10. Special Projects

high Demand
Here's how Special Projects is used in Operations Associate jobs:
  • Supervised patrons while using gym facilities/equipment and assisted graduate assistants with various tasks/special projects as assigned.
  • Manage several quarterly and seasonal directives and special projects simultaneously in partnership with the Operations Coordinator.
  • Acted as project administrator/coordinator for large meetings, special projects, business initiatives.
  • Collaborated with other departments and developed strategy for special projects involving data analysis.
  • Maintained confidentiality on highly sensitive special projects.
  • Completed special projects assigned by upper management.
  • Participated in special projects assigned by Management.
  • Provided the Executive Director and regional managers with administrative assistance which included: scheduling, travel arrangements, and special projects.
  • Assisted with increasing a financial planning company's efficiency, including assisting in the restructuring of work processing and special projects.
  • Work independently on special projects often interacting with all levels of management, serving as a resource of the business unit.
  • Selected for assignment abroad in Dublin, IE to collaborate with colleagues on special projects and enhance cross office communication.
  • Take charge of completing special projects, including marketing scorecard, cornerstone prospect tracking, and CMR reports and projections.
  • Collaborate daily across departments on special projects in order management, inventory, merchandising, and fraud prevention efforts.
  • Assist in a variety of special projects such as producing custom reports or verifying accuracy of customer billing data.
  • Participated in special projects, including TOLS, conversions, orphaned accounts, and quarterly certificate verification audits.
  • Complete special projects, support others and adapt to the needs of a highly demanding team environment.
  • Perform related duties, special projects and/or other functions (including assisting in other departments) as required
  • Worked on special projects as assigned by management to create better controls and automate processes when possible.
  • Managed and implemented special projects for both my clients and the clients of other team members.
  • Assist the district underwriters with profit and growth activities, special projects or audits as needed.

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11. Inventory Control

high Demand
Here's how Inventory Control is used in Operations Associate jobs:
  • Maintain detailed paperwork for inventory control on a regular basis manually and electronically.
  • Store Operations, Customer Service, Merchandise Processing/ Signing/ Replenishment/ Stocking/ Inventory Control
  • Performed housekeeping, inventory control and complied with all safety requirements.
  • Practiced stringent inventory control and cash handling procedures.
  • Inventory control specialist maintaining incoming and outgoing products.
  • Provided inventory control for problem receive products.
  • Maintained inventory control and minimized loss prevention.
  • Ensured adequate inventory control program for all supplies; negotiated contracts with clients and vendors, participated in cost control measures.
  • Manage warehouse inventory and assist in the execution of Inventory Control measures to ensure proper stock levels and accuracy of records.
  • Machine Operator, Quality Control, Machine Maintenance, Inventory Control, Industrial Equipment Operator, Safety Implementation, Data Management
  • Inventory control, used RF scanner to count merchandise; forklift driving, truck loading of food and other perishables.
  • Worked as a warehouse associate in the following department: Receiving, Stocking, Customer Returns, and Inventory Control.
  • Created inventory control measures in order to effectively manage supplies and lower cost in maintaining too high of supply volumes.
  • Complete routine administrative tasks to include answering to high call volumes, inventory control, filing, and mail distribution.
  • Worked under the direct supervision of store manager to ensure that store met audits of inventory control and operations.
  • Assisted with the purchase of necessary supplies, equipment and services from appropriate sources and maintained proper inventory control.
  • Establish, implement, and maintain an inventory control process which includes writing inventory and procurement policies and procedures.
  • Designed and implemented an inventory control plan that resulted in one hour of time saved per shift.
  • Experienced in inventory control, ordering, restocking, and consolidation of store inventory and supplies.
  • Supported inventory control manager at Fifth Avenue location, the company's highest-volume and flagship store.

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12. Customer Orders

high Demand
Here's how Customer Orders is used in Operations Associate jobs:
  • Collaborated with application Customer Financial Operations personnel to ensure timely processing of customer orders.
  • Fulfilled online customer orders and tracked inventory in and out of computerized system
  • Prepare hundreds of weekly customer orders by operating forklift to load orders into packing materials and delivering it to customers.
  • Serve as assistant order manager verifying customer orders have been filled and shipped Warehouse Operations Associate II - Inbound Receiver.
  • Locate product within the distribution center, and pick/pull correct quantities to fill customer orders in an efficient timely manner.
  • Performed tasks including pick/packing customer orders, processing orders, and preparing orders to be shipped out to customers.
  • Processed customer orders, cataloged and published item details and descriptions on the company s website.
  • Processed customer orders, order selected, operated forklift, and loaded and unloaded trucks.
  • Confirmed customer orders for a large distributor of video games, accessories and systems.
  • Inventory product to ensure customer orders are accurate and shipments tracked using Microsoft Excel.
  • Assembled customer orders from stock and placed on pallets or packaged in boxes.
  • Pick and pack customer orders and send to correct shipping department for completion.
  • Retrieved online customer orders and prepared them for pickup at customer service.
  • Process customer orders received via phone, email, and online bookings.
  • Gather and package clothing orders for customer orders in a high-throughput setting.
  • Pull wines from inventory for customer orders and transfers between locations.
  • Conduct audits of inventory shelves to reduce errors in customer orders.
  • Assemble customer orders and place in assigned bin area with ticket.
  • Create and schedule orders for shipping of materials and customer orders.
  • Design, layout, proof creation and timely execution of customer orders

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13. Inventory Management

high Demand
Here's how Inventory Management is used in Operations Associate jobs:
  • Developed and implemented advertising campaigns for all websites by collaborating with sales, operations, inventory management, and account managers.
  • Inventory Management: Monitored and helped alleviate aging inventory, thereby increasing turns and eliminating unnecessary write offs.
  • Reorganized inventory system for efficient picking for packaging, implemented visual management systems and inventory management.
  • Have reasonable knowledge and ability to use Guitar Center's inventory management computer operating system.
  • Assisted with operations for campaign management, trafficking, and inventory management.
  • Completed inventory management tasks including organization of products and regularly scheduled counts.
  • Inventory management: includes reconciliations with warehouse to ensure consistency between inventories.
  • Inventory management tasks and maintain quality of service by following operational standards.
  • Perform all inventory request for production using SAP System Inventory Management.
  • Formed databases and spreadsheets to improve inventory management and reporting accuracy.
  • Perform general accounting and customer service duties which included inventory management.
  • Improved lab chemical inventory management by redesigning and creating new database.
  • Handle incoming merchandise from manufacturers and ensure proper inventory management.
  • Inventory management also performing computer based pricing and purchasing changes.
  • Perform administrative tasks such as sales charting, inventory management
  • Executed supply management, procurement, and inventory management.
  • Created inventory management tools for equipment and furniture.
  • Inventory management of raw materials.
  • Inventory management and data entry.
  • Receive and count stock items and record data both manually and with inventory management software (RSS).

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14. Troubleshoot

high Demand
Here's how Troubleshoot is used in Operations Associate jobs:
  • Interacted with operations manager to assess, troubleshoot and problem-solve production issues, ensuring timely claims processing and campaign delivery.
  • Collaborated with technical operations team members to update Confluence knowledge base troubleshooting guides and standard operating procedure articles.
  • Implemented quick reference guide that was utilized by phone reps for quick reference when troubleshooting browser install/updates/site navigation.
  • Communicated regularly with Marketing, Logistics, and Technical teams to troubleshoot and improve customer experience.
  • Managed office operations; both on-site at location and remotely through IT/Technical Support and Troubleshooting.
  • Navigate a computerized data entry system for tracking information gathered, troubleshooting and transaction processing.
  • Provided enhancement of materials, troubleshooting, as well as implementing technology solutions
  • Reduced costs by troubleshooting equipment, thereby eliminating need for technician support.
  • Monitored software systems and analyzed sensor data, troubleshoot software/hardware when necessary.
  • Maintained & Traveled to remote locations for network troubleshooting when necessary.
  • Provide excellent customer support for product troubleshooting while improving client relationships.
  • Maintain working knowledge of department equipment operations and troubleshooting skills.
  • Improved account accuracy by initiating troubleshooting and problem resolution procedures.
  • Performed daily troubleshooting of process material and equipment issues.
  • Created documentation for application, troubleshooting and deployment.
  • Identify and troubleshoot assembly and quality problems.
  • Utilize Microsoft remote assistance services such as Remote Desktop Connection (RDP) in order to troubleshoot and repair issues remotely.
  • Prepare troubleshooting reports and presentations for difficult cases for the managerial level in order to save my department from penalty fees.
  • Handled troubleshooting of fraud transactions; verifying and vouching when needed; advising compliance of final investigation results verifying fraud activities.
  • Served as the key point of contact for teller questions and troubleshooting in the absence of the head teller.

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15. Sort

average Demand
Here's how Sort is used in Operations Associate jobs:
  • Partnered with Google Maps engineers using proprietary computer applications in order to conduct autonomous field data collections, information gathering/sorting.
  • Answered phones*Sorted and delivered mail to four locations*Operated mail postage machine*Sorted insurance papers*Used complicated computer software to enter loan payments
  • Developed proficiency in quickly identifying telephone numbers, conducting market research, and correctly recording and sorting results.
  • Gathered and sorted documents and related information submitted by clients while ensuring the acquirement of complete documents.
  • Truck receiving/sorting/inventory audits - Defectives processing and pallet-wrapping/loading - Cashiering and customer services - Store/department display maintenance
  • Performed field data collections and information gathering/sorting, traveling on assignment for Google.
  • Screen and sort incoming paper/electronic mail to determine appropriate routing and distribution.
  • Operated IBM check reader/sorters, reject re-entry, reconciliation and balancing/proofing systems.
  • Sorted through and organized inventory and overstock.
  • Sorted and digitally documented incoming inventory.
  • Assorted/Restocked pallets of chemical fertilizers.
  • Provided general administrative support to US and Global research, including retrieving, distributing and sorting of Global and US mail.
  • Sorted and placed materials in bins according to predetermined sequence such as size, type, and style or product code.
  • Received incoming shipments * Sorted inventory for multiple store and department locations * Closed out and wrapped pallets * Miscellaneous seasonal projects
  • Sorted and handled correspondence mail to be processed, data entry information of checks and account information inputted into the system.
  • Open, date stamp, sort and distribute all incoming mail (including fax) in accordance with office procedures.
  • Organized and sorted daily returns by departments, making easier for associates to retrieve and put back onto sales floor.
  • Traveled up to 75% with team of surveyors to gather and sort data for Google's various location services.
  • Oversee daily mail processing, which include metering, sorting, delivery of mail, and loading and unloading trucks.
  • Imaged and encoded all types of financial items, on computer based sorter machines, under fast-paced, customer-focused deadlines

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16. Daily Operations

average Demand
Here's how Daily Operations is used in Operations Associate jobs:
  • Improved daily operations by partnering effectively with NCR technicians to develop processes that contributed to systems performance increases.
  • Provide general administrative and clerical support to ensure the efficiency of daily operations.
  • Warehouse Associate facilitated in sorting and receiving of products throughout daily operations.
  • Handled daily operations in a fast-paced environment at a growing company.
  • Conducted daily transactions and process-related work in support of daily operations.
  • Utilized SunGard's Charlotte Navigator trust accounting system in daily operations.
  • Monitored guest control and contributed to team fulfilling daily operations.
  • Decreased overhead by eliminating duplicate functions and streamlining daily operations.
  • Develop and implement continuous process improvements to streamline daily operations.
  • Execute daily operations of customer service and quality control.
  • Supervised and trained several employees while maintaining daily operations.
  • Balanced daily operations of primary and branch locations.
  • Managed daily operations for political public relations campaigns.
  • Communicated with customers and assisted in daily operations.
  • Executed daily operations of Federal Reserve Adjustments.
  • Managed the daily operations and project administration related to the development and completion of new and or/changed products for Desserts categories.
  • Managed daily operations of assigned client portfolios, consisting of client reporting, addressing client questions and processing client requests.
  • Assisted golf operations manager with charity tournaments, Ford PGA tour, Cadillac, Blue Monster, and daily operations.
  • Capitalized on down time by completing assignments tasks for future dates as well as key maintenance necessary for daily operations.
  • Managed daily operations and ensured successful completions of requested items as arranged to in the agreement with our internal clients.

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17. High Volume

average Demand
Here's how High Volume is used in Operations Associate jobs:
  • Process customer demand deposit account cash transactions in a high volume operations environment using sophisticated cash processing hardware and software.
  • Demonstrated flexibility in satisfying customer demands in a high volume, production environment;.
  • Managed high volume financial activity in a fast-paced, risk-based corporate environment.
  • Managed a high volume of orders for residential/commercial purchases and refinances.
  • Processed high volume of incoming daily deposits using new scanning system, scanned over 100 deposits daily to B-I-C teller system.
  • Supervised 2 - 4 drivers and 2 - 6 temp associates during high volume special events with major global brands.
  • Managed credit systems for $25BN portfolio, ensuring timely resolutions to a high volume of global client requests.
  • Perform high volume, time-sensitive routine tasks requiring intermediate research and problem solving skills in a fast paced environment.
  • Singled out by partners for speed and accuracy of input data, despite high volume of documents.
  • Managed all aspects of major data storage account for a team servicing a high volume product.
  • Processed Medicare, Medicaid and all medical claims with high volumes with high accuracy rating.
  • Received high volume of cash bags from armored trucks for commercial accounts input into money manager
  • Manage a high volume of clerical duties including filing, fax and email inquiries.
  • Execute high volume time sensitive research and problem solving in a fast pace environment.
  • Processed and reviewed high volumes of standard tasks and transactions and maintained documentation.
  • Manage high volume of daily email communication to and from overseas buying offices.
  • Assisted colleagues with various job functions as needed (high volume work load)
  • Processed loan purchases and sales in a fast paced, high volume environment.
  • Handled High volume calls and emails from borrowers and lenders to resolve issues.
  • Worked efficiently in high volume, fast paced, deadline oriented environment.

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18. Financial Statements

average Demand
Here's how Financial Statements is used in Operations Associate jobs:
  • Prepared and revised financial statements, and other correspondence relating to the issuance of financial statements for Certified Public Accountants
  • Prepared quarterly financial statements which detail investment history and mutual fund price fluctuations.
  • Created timely financial statements, external reporting requirements and audit reports.
  • Produced and verified financial statements for delivery of monthly reports.
  • Prepare financial statements and maintaining General Ledger accounts.
  • Reviewed and documented quarterly/monthly financial statements.
  • Reconciled trades against financial statements.
  • Manage monthly financial statements, reconciliations, and month-end close of corporation to provide clients with accurate and timely accounting records.
  • Assisted internal and external auditors in their examination of the financial statements of the fund's accounts and investments.
  • Complete period, quarter and annual closing of the financial statements as it relates to HQ Capital Management.
  • Manage incoming and outgoing mail that may contain confidential information such as financial statements and paychecks.
  • Generated monthly sales reports for approximately 100 convenience stores to be used for monthly financial statements.
  • Reviewed and analyzed financial statements, and compiled data to be used in portfolio valuation reports.
  • Performed auditing to obtain assurance about whether the financial statements are free from material misstatement.
  • Generated financial statements and computed taxes owed by applying prescribed rates, laws and regulations.
  • Assisted planner with client management by building client financial statements on Excel.
  • Analyze tax returns and other financial statements.
  • Create and update yearly fund financial statements.
  • Entered and manipulated data from financial statements in Excel Downloaded the information into the proprietary database
  • Prepared financial statements including footnote disclosures * Computed and maintained financial reports.

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19. Corporate Actions

average Demand
Here's how Corporate Actions is used in Operations Associate jobs:
  • Implemented corporate actions alert systems to ensure the most recent notices are communicated efficiently and accurately to Implementation Specialist team.
  • Reviewed and researched all domestic and foreign corporate actions expiring within forty-eight hours to confirm announcements were captured.
  • Presented corporate actions to investment advisory group and ensured accurate delivery of firm instructions to custodian.
  • Reconcile suspense accounts and global settlements accounts pertaining to corporate actions Operations.
  • Collected and reconciled client investment activity including corporate actions and alternatives.
  • Outlined and implemented procedures for accounting, performance and corporate actions.
  • Developed and maintained procedures for processing all mandatory corporate actions.
  • Assist and closely interact with Global Investments, Corporate Actions, Pricing, Trade Support, and other internal departments.
  • Increased the firm s ability to profit during corporate actions from trading strategies while decreasing previous error rates.
  • Reconciled and posted all corporate actions, corrections, and other non-cash transactions settling with the custodian bank.
  • Communicate with over 20 Custodians and Prime Brokers to ensure corporate actions are validated on client statements.
  • Coordinated with the Corporate Actions Group and multiple trading desks to research and monitor all TMPG claims.
  • Researched the impacts of corporate actions on applicable portfolios and report my findings to the portfolio managers.
  • Research and analyze security prices and securities that have gone through reorganization or corporate actions.
  • Processed various corporate actions including coupons, dividends, stock splits and tenders.
  • Work with analysts to ensure correct response and booking of corporate actions.
  • Managed corporate actions, tender offers, margin calls, etc.
  • Audited corporate actions on expiration date for adherence to compliance rules.
  • Monitored for corporate actions including amendments, restructurings, and waivers.
  • Monitored trade settlements, corporate actions, and money movements.

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20. Customer Accounts

average Demand
Here's how Customer Accounts is used in Operations Associate jobs:
  • Managed and monitored various financial reports handling all necessary details to correctly process customer accounts.
  • Worked directly with customer accounts receivables to achieve timely payment.
  • Researched and analyzed customer accounts reconciling payments with invoices.
  • Reviewed customer accounts for accuracy of balance totals.
  • Managed customer accounts of curated jewelry subscription.
  • Guaranteed customer accounts were converted rapidly.
  • Balanced and reconciled customer accounts.
  • Processed deposits to customer accounts.
  • Assisted in fraud investigations including - reviewing of customer accounts and transactions while detecting fraud trends, and summarizing key findings.
  • Ensured written notification to the customer, attorney and government agencies Adhere to confidentially when placing hold and customer accounts.
  • Reviewed wire/check request processing and monitored customer accounts in coordination with Margin Dept, Cashiering, & TBA Clearing Group.
  • Set up new customer accounts, reviewed solar system designs and executed equipment and pricing change orders.
  • Prepared and posted escrow, principal, and bankruptcy mortgage payments to customer accounts timely and efficiently.
  • Return Mail- Research customer accounts to determine better address, contacting branch personnel and customers as needed.
  • Processed checks with a sense of urgency and accuracy to ensure correct debits from customer accounts.
  • Increased productivity by 20% by converting 3% of customer accounts to automated payment process.
  • Opened, closed and maintained customer accounts, reviewed and distributed daily wires and morning reports.
  • Conducted due-diligence screening on new hires for the CCO and customer accounts for the COO.
  • Audit customer accounts for fulfillment and billing accuracy within contractual terms, resolving issues.
  • Saved thousands of dollars in customer accounts by identifying issues with over 500 allocations.

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21. Retail Store

average Demand
Here's how Retail Store is used in Operations Associate jobs:
  • Provide excellent customer service in a friendly, consumer-based retail store environment.
  • Receive and process retail inventory for domestic and international retail stores.
  • Worked in the retail store as a Co- Manager and was promoted to Store Manager in the Jersey City outlet store.
  • Aided retail store customers with purchases and product information and highly successful sales led to offer of full-time employment.
  • Pioneered wireless connectivity for the retail store; thereby expanding the store's ability to communicate and operate efficiently.
  • Managed intake of shipments including visual promotional content and all retail store merchandise.
  • Maintained inventory for a new retail store as it was being established.
  • Store procedures including opening and closing a retail store and bank reconciliation.
  • Unloaded shipments from trucks for retail store.
  • Perform various ad-hoc analyses for the retail stores and assist with all retail-related matters.
  • Change price posters, Accomplishments Learning how much work is actually put in a retail store.

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22. Office Supplies

average Demand
Here's how Office Supplies is used in Operations Associate jobs:
  • Managed all procurement activities including capital laboratory equipment, general laboratory consumables, and office supplies.
  • Monitored, updated and maintained office supplies and marketing materials inventories.
  • Managed daily office operations and weekly inventory/ordering of office supplies.
  • Maintained and managed inventory of general laboratory and office supplies.
  • Oversee incoming and outgoing emails and faxes and Managed the inventory of office supplies, including conference room essentials.
  • Utilized and maintained and office supply inventory system; maintained adequate stock of office supplies for all staff.
  • Ensured general office upkeep, including maintenance of office equipment, placing work orders and purchasing office supplies.
  • Ordered all office supplies weekly and maintained Excel sheets of the cost and use of all items.
  • Maintain office supplies, verifying receipt of order, order coding accuracy and process invoices for payment.
  • Ordered and managed office supplies through Office Depot website and maintained supply room for corporate employees.
  • Ordered office supplies, delivered mail and created logs through excel to keep track of work.
  • Assess, order, and coordinate the usage of routine unit medical and office supplies.
  • Maintained general office operations such as controlling inventory of office supplies, maintaining central files.
  • Assist in ordering supplies so that store is fully stocked with needed office supplies.
  • Supply workers with office supplies and managing work flow of collecting current tax returns.
  • Organized the office by ordering office supplies when necessary and sorting and distributing mail.
  • Ordered office supplies, and performed other related duties as assigned and requested.
  • Obtain and order office supplies and patient care supplies threw our computer system.
  • Ordered all shipping and office supplies for the warehouse and attached studio.
  • Orchestrated special requirements for ordering and delivering parts and office supplies.

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23. Powerpoint

average Demand
Here's how Powerpoint is used in Operations Associate jobs:
  • Helped support project development by creating documents, spreadsheets, PowerPoint presentations, and informational packets about Wisconsin educational opportunities.
  • Appointed as Project Manager for conceptualization and execution of PowerPoint training curriculum optimized by both internal and external entities.
  • Created executive sales presentations in PowerPoint for monthly review by Senior Sales Management.
  • Developed successful organizational PowerPoint presentation for 7-Steps to Sales Success.
  • Created financial reports and developed PowerPoint presentations.
  • Developed PowerPoint presentations and organized schedules for team meetings - Reviewed bond ratings and industry groups for compliance.
  • Contribute to business presentations, research, PowerPoint presentations, Excel spreadsheets, and reports.
  • Created PowerPoint presentations for head bosses to be presented to managers and incoming employees.
  • Created PowerPoint slides for VP of Operation for the annual national meeting.
  • Worked on MS-Word, MS-PowerPoint and MS-Excel on Windows operating system.
  • Create PowerPoint presentations for sales reps to present to potential clients.
  • Created/presented new time management system for department staff via MS PowerPoint.
  • Created presentations via PowerPoint to summarize and translate various reports.
  • Create monthly PowerPoint's highlighting company's top performers.
  • Prepare data charts and PowerPoint presentations.
  • Use MS Word, PowerPoint, Excel.
  • Create pivot tables and visualize data for PowerPoint presentations on routine and ad-hoc basis.
  • Build and update Excel workbooks, PowerPoint presentations, and Word documents.
  • Experienced with Microsoft Office, Excel, Powerpoint, Word and Access
  • Created PowerPoint presentations for training and trained users.

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24. Client Service

average Demand
Here's how Client Service is used in Operations Associate jobs:
  • Researched regional transportation companies and negotiated haul rates for equipment delivery and client services.
  • Process confidential security trades and transactions for Financial Consultants and Client Service Associates.
  • Co-facilitated client service seminars for affiliates in Latin America.
  • Provide training and guidance to less experienced client service representatives
  • Make recommendations for client service improvements.
  • Provide timely and quality client services in a variety of different task to high-net-worth client on the phone and in person.
  • Resolve customer complaints, client service * Research and resolve ATM disputes * Process and audit ATM and online applications, wires
  • Developed and coordinated product and industry training sessions for the Client Service Center, account managers, and other operational groups.
  • Performed well while rotating through various client service teams, serving as a backup processor when additional assistance was required.
  • Provided support to Systems (IT), Compliance, Trading, Portfolio Management, Analysts and Client Services.
  • Coordinate risk mitigation efforts with other areas of the business such as Legal, Operations and Client Services.
  • Point of contact with Client Services regarding outside account transactions in order to update holdings in Backstop.
  • Coordinated the implementation of multiple yearly system changes and processes according to the Client Service Level Agreement.
  • Coordinate with other teams including Trading, Client Services, Legal / Compliance, Technology and Finance.
  • Increased level of client satisfaction by providing excellent client service and expediting resolution of various issues.
  • Supported and assisted Senior Executives in the Compliance, Transfer Agency, and Client Service departments.
  • Generated reports and followed up on information requests from investments, client service and managements.
  • Documented the client service process and materials to systematize and scale training and delivery.
  • Provided highest client service by delivering auction tickets and catalogs to high profile clients.
  • Created comprehensive guide to all related lines of business necessary for excellent client service.

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25. Sales Floor

average Demand
Here's how Sales Floor is used in Operations Associate jobs:
  • Carried and placed recently delivered merchandise onto sales floor
  • Move merchandise safely with appropriate equipment (e.g., tubs, carts and flats) between the stockroom and sales floor.
  • Restock sales floor, maintain my departments warehouse section and merchandise, give customer service and inventory department merchandise every three months
  • Worked as a team to Prepare and Organize the Sales floor on a daily basis for the best customer satisfaction.
  • Helped prepare out-of-stock merchandise reports, and helped provide exceptional customer service in all sales floor departments during store hours.
  • Assist on the sales floor when all tasks are completed or when necessary in order to satisfy clients' needs.
  • Completed phone sales and sales floor duties by providing client services including hospitality, product presentation, and selling.
  • Receive and unpack all incoming shipments, and replenish products on the sales floor and the inventory room.
  • Maintained the cleanliness and safety of the sales floor and stockroom while adhering to company and store guidelines.
  • Assist customers when needed, help entire store floor moves, put clothes out on the sales floor.
  • Open new shipment in order to replenish makeup, skincare, & hair products to the sales floor.
  • Work with other team members to keep the sales floor area clean and organized at all times.
  • Receive all incoming shipments, unload, and organize product throughout the sales floor and inventory room.
  • Assist in maintaining the back stock room and setting up merchandise displays on the sales floor.
  • Fulfilled and shipped online orders, priced merchandise, put out priced merchandise on sales floor.
  • Worked stocking merchandise and organizing the sales floor to create a pleasant and safe shopping environment.
  • Maintain sales floor appearance, keep floor fully stocked for sales associates as well as sizes.
  • Assisted in various warehouse duties including shipping, receiving, and re-stocking the sales floor.
  • Aided in constructing the store and organizing the sales floor prior to store s opening.
  • Train new employees on operating the register and how to merchandise on the sales floor.

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26. HR

average Demand
Here's how HR is used in Operations Associate jobs:
  • Contacted delinquent customers to resolve their delinquency through negotiations and determining the perfect solution to their individual needs and company needs.
  • Rotated through Sales/Marketing and Operations, gaining knowledge in cross-functional departments, establishing learning objectives within the Community and Corporate departments.
  • Identified opportunities to strengthen internal controls and implement appropriate procedures to improve efficiency through new ideas and recommendations.
  • Negotiated with state Medicaid agencies as appropriate and ensured integrity of information through preparing and maintaining accurate data.
  • Conferred financial and insurance information to field and financial representatives through verbal and written forms of communication.
  • Create a world-class customer experience by providing passionate customer service and selling through customer engagement.
  • Collaborated with internal and external resources to develop and pioneer Global Philanthropy's Intranet presence.
  • Assisted Director of Operations to influence leadership key decisions through extensive research and analysis.
  • Improved efficiency through robust internal training, product quality assurance, and workload prioritization.
  • Communicated daily with the Settlements and Operations teams through discussing segregation deficits and violations.
  • Generated stellar results in proficiency and adherence expectations through perfect attendance and initiative
  • Verified receipt of materials against purchase orders and distributed throughout warehouse.
  • Developed reports and dashboards for various levels of management throughout LogistiCare.
  • Manage various responsibilities throughout Eagle Asset Management's Operations Department.
  • Managed and synchronized external telemarketing company responsible for lead generation.
  • Promoted the organization and agency events through social media marketing.
  • Uploaded inventory removal orders and tracked process through completion.
  • Increased customer satisfaction through quality monitoring and rigorous audits.
  • Supported customer relations through optimal service and open communication.
  • Operated all equipment throughout manufacturing process to back-filling.

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27. ACH

average Demand
Here's how ACH is used in Operations Associate jobs:
  • Handled special jurisdictions projects involving alarm regulations and special guidelines that varied with each individual jurisdiction.
  • Increased productivity/automation & decreased manpower to achieve equivalent tasks of the past with fewer resources.
  • Validated and monitored machine operation used within department including thermometers and material handling equipment.
  • Work with technology folks to understand feasibility of proposed solutions for each hierarchy Maintenance.
  • Implemented auto dialing system to reach target audience effectively and reduce unnecessary costs.
  • Provide surgical patient care in an ambulatory/ teaching hospital surgical operating room setting.
  • Ensured required supplemental documentation is received and correctly processed for each account type.
  • Attend professional development continually by attending educational conferences and teacher training workshops.
  • Experienced with preparation and troubleshooting of machinery before, and during production.
  • Recognized and achieved multiple citations/merits for various leadership related performances.
  • Developed a comprehensive approach to coordinate/review the surgery schedule.
  • Monitored and maintained daily activities on selected machines.
  • Outreached participants to remind them of psychiatrist appointments.
  • Achieved strategic customer objectives defined by company management.
  • Maintained inventory of Housing Handbook for each program/buildings.
  • Performed conformity inspections of close tolerance machined components.
  • Entered codes and instructions to program computer-controlled machinery.
  • Gather and record machine information to monitor performance.
  • Achieved yearly-accelerated raises by excellent work performance.
  • Operated forklifts and other heavy machinery.

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28. External Customers

average Demand
Here's how External Customers is used in Operations Associate jobs:
  • Assisted internal and external customers with issues relating to account information, monetary transactions, or required account documentation.
  • Tracked, filed and maintained OTC product documentation and provided information to internal and external customers.
  • Communicated professionally with internal / external customers while requesting and obtaining missing documents or variables.
  • Provide professional customer service to internal and external customers through superior verbal and written communication.
  • Recognized for efficient communication to internal/external customers (loan officers/title & settlement agents).
  • Compiled and prepared the work for various internal/external customers throughout the operations/accounting areas.
  • Maintain communications both internal & external customers with regards to their specific accounts
  • Handled customer service account inquiries and collections from internal and external customers.
  • Processed work for various internal/external customers in a precise and timely manner.
  • Collaborate with internal and external customers to ensure timely information exchanges.
  • Provided support to internal and external customers regarding CD/Retirement accounts.
  • Establish long-term relationships with subcontractors and internal and external customers.
  • Assist internal and external customers with basic problem resolution.
  • Delivered remarkable customer service to internal and external customers.
  • Prepared completed work for distribution to internal and external customers, and served as point of contact in answering client questions.
  • Serve as a liaison between all internal/external customers and client contacts, while maintaining constant communication within all departments.
  • Contribute to R&D projects and work closely with internal and external customers to fulfill requirements.
  • Communicated with internal and external customers to understand and meet their data needs and timing requirements.
  • Requested to improve the booking and funding processes for external customers in small business banking.
  • Provide customer service to internal and external customers via phone or email.

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29. FX

average Demand
Here's how FX is used in Operations Associate jobs:
  • Received, reviewed and processed documentation for assigned base of accounts; ensuring that all documents complied with FXCM Compliance Department.
  • Serve as the liaison between OTC trading desk for FX and Spot Trades for retail and institutional clients.
  • Prepare dealing tickets for FX transactions to be executed by the Treasury Department and verify P/L.
  • Served as point of contact for IRA custodial firms which have a working relationship with FXCM.
  • Developed department FX ticket to efficiently manage trade volume for both the operations & trading departments.
  • Served as point of contact for relocation of FX Documentation Department from NY to MD.
  • Collaborated with Middle Office and Futures/FX departments in order to reconcile any same day issues.
  • Acted as project lead to migrate FX settlements to CLS (Continuous Linked Settlement).
  • Assisted London, Tokyo, and US traders by identifying and resolving FX trade discrepancies.
  • Served as valued liaison between high profile clients and traders regarding FX related issues.
  • Monitored all FX executions to confirm correct price, currency and proceeds settle correctly.
  • Streamlined procedure for billing, collecting, and reconciling FX prime brokerage fees.
  • Worked with FX, time deposits, and other highly time sensitive trades.
  • Processed FX forward, NDF forward, and OTC option settlements.
  • Initiate FX Wire Processing for clients (Inbound and Outbound).
  • Reconciled and investigated exceptions with agent bank in FX trades.
  • Managed foreign exchange settlements and reports for FX Tokyo Processing.
  • Assisted with the account opening process for FX Retail customers.
  • Maintain the FX system setting and the accounting profiles.
  • Drafted ISDA confirms for FX Non Deliverable Forward trades.

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30. DTC

low Demand
Here's how DTC is used in Operations Associate jobs:
  • Processed Special Payment Order (SPO) to settle through DTC, Sent instructions to custodian to process the SPO charge.
  • Perform DTC clearing operations in the absence of the Back Office Manager, receiving and distributing checks and interest payments.
  • Assisted with voluntary actions including DTC merger elections, odd-lot offers, Dutch auctions, and conversion rights.
  • Processed wire transfers, DTC's, ACAT's, check requests, and other operational functions.
  • Reconciled, processed, researched and resolved all International Equity, Domestic Equity and DTC affirmations.
  • Served as point person and managed the settlement process of free deliveries on the DTC platform.
  • Monitor deliveries and receipts of securities coming in and out of client accounts utilizing DTC process.
  • Facilitated resolution of settlement issues in equities, derivatives, and bonds in DTC and EuroClear.
  • Review and approve swap confirmations and resolve discrepancies using Prime brokerage portal and DTCC DerivSERV.
  • Ensured timely and accurate settlement of all Fed and DTC eligible securities through BDAS system.
  • Processed DTC conversions from 144A to Reg S as well as coupons and factor adjustments.
  • Import broker confirms from DTCC throughout the day and match all pending trades and confirms.
  • Reconciled the bank's asset position with DTCC's position and adjust as required.
  • Approve all pending deliveries on DOAP system at DTC over $15 million dollars.
  • Performed daily reviews of DTC breaks that are done by other home office associates.
  • Settle issue with DTC and Bond Counsel on closing date ensuring credit to account.
  • Communicate trade instructions with the custodians via DTCC affirmations, e-fax, or email.
  • Perform training across BlackRock Offices with regards to DTC and Federal Reserve Bank settlements.
  • Move funds and securities within and outside PBNA branches utilizing DTC process.
  • Receive and deliver securities free of payment via DTC and the FED.

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31. Wire Transfers

low Demand
Here's how Wire Transfers is used in Operations Associate jobs:
  • Processed both incoming and outgoing domestic and international wire transfers.
  • Processed payment to trust beneficiaries, Investment Management and Custodial owners including international and domestic wire transfers, drafts and checks.
  • Processed daily over 600 incoming, outgoing and foreign wire transfers to trust accounts within 24 hours ensuring non-duplication of payments.
  • Scanned all new client documents for processing and letters of authorizations from clients to process checks, journals and wire transfers.
  • Proposed the plan to provide after-hours monitoring of wire transfers to accelerate trade-balance reconciliation and reduce the number of gain-loss issues.
  • Serviced new and existing brokerage accounts by tracking transfers, beneficiary changes, distributions, ACAT and wire transfers.
  • Initiated the setup of wire transfers and ensured wire transfers were approved and included the proper backup documentation.
  • Process wire transfers, stop payments, and issuing checks while adhering to strict security and regulatory regulations.
  • Tasked with processing incoming / outgoing checks, as well as wire transfers, and trade reconciliation.
  • Managed all wire transfers accurately and with zero incidents; over $10M in one year.
  • Facilitate inbound and outbound payments (wire transfers, credit cards, e-checks, checks).
  • Ensured accurate delivery and processing of client deposits, outgoing checks, securities and wire transfers.
  • Approve and submit all outgoing domestic and international wire transfers through the Federal Reserve Bank.
  • Review and submit wire transfers for final approval to the Federal Reserve (FED).
  • Process and verify outgoing international and domestic US dollar and foreign currency wire transfers.
  • Managed daily funding of Whole Loan pools, authorized wire transfers and collateral releases.
  • Initiated and approved wire transfers, making entries to various general ledger accounts.
  • Prepared wire transfers and referred to Senior Management to authorize payments of funds.
  • Performed Collateral Analysis, Margin Analysis, and Wire transfers for various settlements.
  • Analyze outgoing wire transfers; execute transfer and post entries in banking system.

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32. Ensure Accuracy

low Demand
Here's how Ensure Accuracy is used in Operations Associate jobs:
  • Audited reconciliation research compiled by team members to ensure accuracy and limit aged outages.
  • Analyze retroactive summarized meeting information to ensure accuracy of the active practitioner list.
  • Assisted with balancing several General Ledger accounts to ensure accuracy of processing.
  • Verified delivery & receiving log to ensure accuracy and timely arrivals.
  • Provide end state system/reporting requirements and review output to ensure accuracy.
  • Reviewed all swap settlement payments/receives to ensure accuracy.
  • Interacted directly with consultants to ensure accuracy.
  • Verify data across multiple platforms that ensure accuracy of prices, cost basis, performance spikes, and fixed income analysis.
  • Tracked sales and replaced signage to ensure accuracy in displays, so both the customer and the store are credited properly.
  • Verified financial documents to be released to ensure accuracy and that the correct files are being released to the customer.
  • Monitored and processed all invoices relating to incoming shipments to ensure accuracy of the order and documented all damaged goods.
  • Managed in shipping and receiving operations to ensure accuracy, integrity, which supported optimum selling service of team.
  • Support the setup, data entry and QC of the system to ensure accuracy and quality of data.
  • Update change of name, address, attorney, inventor or other information in docket to ensure accuracy.
  • Conducted detailed reviews of all mortgage documentation for both credit and legal files to ensure accuracy and completion.
  • Review and process online transactions for Google Checkout to ensure accuracy and legitimacy of buyer and seller accounts.
  • Reconciled cash, holdings and NAV's routinely to ensure accuracy in the internal records keeping system.
  • Input and approved wires on Gateway Treasury Workstation and crossed checked with colleagues to ensure accuracy.
  • Review legal document such as credit agreements, loan agreements, and amendments to ensure accuracy.
  • Corresponded with traders to ensure accuracy of positions and daily (P&L) balancing.

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33. CRM

low Demand
Here's how CRM is used in Operations Associate jobs:
  • Maintained accurate records of all customer contacts, product inventory, and customer orders in the Company's CRM system.
  • Identify CRM training needs, partner with internal stakeholders to develop training materials and programs, and deliver training.
  • Include all necessary, pertinent and mandatory information, as called out by CRM tool and/or written procedures.
  • Implemented new CRM software, FolioMetrics, including data mapping and migration from existing systems.
  • Delivered SalesLogix CRM training to 15 inside sales reps for creating and managing customer tickets.
  • Track company budget and donations, and manage CRM to ensure effective contact organization.
  • Researched client account history in CRM to resolve incorrect account set-ups or fund issues.
  • Assist with the input and cleaning of data into Microsoft Dynamics CRM.
  • Performed accounting and operational tasks in CRM Microsoft Dynamics and Quick Books.
  • Use CRM to search data and input in Microsoft Excel.
  • Provide exceptional customer relationship management (CRM).
  • Maintain firm-wide data entry via CRM databases.
  • Use MS Dynamics AX and CRM systems.
  • Expanded CRM (Salesforce) for managing internal tasks and client accounts and incorporated updates for reporting and troubleshooting systems.
  • Provided superior customer service to clients regarding their repairs, personalization, special orders and CRM.
  • Maintain accurate client information in Redtail client relationship management (CRM) software.
  • Trained new employee on internal CRM system, bookings/rate quotes and proper routings.
  • Managed CRM software utilizing SAP and OSIsoft's sales database.
  • Maintained client data in CRM (Junxure).

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34. Front Desk

low Demand
Here's how Front Desk is used in Operations Associate jobs:
  • Provided recommendations for a centralized scheduling model, front desk redesign, improving transcription turnaround time, and file room efficiency.
  • Promoted from front desk associate to a direct service provider; responsibilities included volunteer management, front desk supervision.
  • Handle the front desk front greeting guests, checking them in, book conference rooms for their meetings.
  • Worked in all departments of Inn Operations including the Front Desk, Reservations, PBX, and Transportation/Cart Rental
  • Managed busy front desk by greeting and consulting with patients, answering phones, and scheduling appointments.
  • Front desk support for receptionist when out or away to ensure client satisfaction while visiting the facility.
  • Handle clerical duties such as front desk switchboard, mailing, filing, faxing and scanning.
  • Worked at the front desk to greet customers, handle purchases, and direct phone calls.
  • Front desk management providing information and resolving inquiries, either by telephone or email.
  • Served as the first point of contact for school while working the front desk.
  • Handled customer service, student early/late dismissal, and administrative duties at front desk.
  • Front Desk: Greet and direct customers in person and over the phone.
  • Assisted with client service queries and front desk back up, as needed.
  • Maintained organization and cleanliness of physical front desk and waiting room areas.
  • Operated front desk and maintained dining room supplies with little oversight.
  • Worked at the front desk on an inpatient general medicine floor.
  • Front Desk o Welcome and greet members who walk in.
  • Cleaned offices, front desk area, and restrooms.
  • Maintain front desk and public areas of office.
  • Managed the front desk in a receptionist capacity.

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35. Bloomberg

low Demand
Here's how Bloomberg is used in Operations Associate jobs:
  • Developed reports utilizing Bloomberg feeds into Excel to assist portfolio managers' investment decisions.
  • Executed trades & conducted in-depth due diligence analysis using Bloomberg/FactSet/Capital IQ/SQL.
  • Maintained high quality financial data from Bloomberg and Reuters data sources with daily quality control procedures for 99.5% accuracy.
  • Booked foreign exchange, equities, futures and options trades, pulling support from the Bloomberg Network when necessary.
  • Used Bloomberg on a daily basis to create updated tickets as well as assist customers with related issues.
  • Utilize the Bloomberg trading system to correct static data problems, ensuring a complete and accurate trade flow.
  • Verified economics of trades against trade recaps and Bloomberg valuation screens and addressed existing breaks.
  • Priced portfolios using Bloomberg and Reuters and reported to client daily profit/loss results.
  • Communicate with client & Bloomberg to identify and account for securities entering/leaving default.
  • Maintained all trades for mortgage-backed securities and retrieved factors from Bloomberg.
  • Gather and analyze qualitative research from the Bloomberg terminal for clients.
  • Retrieved current day settlement blotters of trades from Bloomberg System.
  • Tested software on Bloomberg Terminal for bugs and case studies.
  • Processed quarterly Bloomberg download with over 50 accounts.
  • Set up automated TRACE reporting in Bloomberg.
  • Priced and researched securities on Bloomberg.
  • Verify 17a-7 Interfund/Principal Transactions through Bloomberg and Assets Under Management data through a proprietary system.
  • Resolved trade discrepancies between client and counterparties using Bloomberg confirmations and trade analysis.
  • Reviewed positions for counterparties to reconcile daily and monthly P&L through Bloomberg and Reuters.
  • Identify taxable muni and update variable and floating rates on a monthly basis using Bloomberg.

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36. Process Improvement

low Demand
Here's how Process Improvement is used in Operations Associate jobs:
  • Collaborated with engineering teams across YouTube and Google to drive technical solutions relevant to Policy and process improvement.
  • Documented business and functional process and continued process improvement efforts identifying opportunities to increase operational efficiency.
  • Worked closely with management on process improvement initiatives as well as policy and procedure development and implementation
  • Tapped by the President to lead strategic initiatives and institute process improvements across the organization.
  • Create and maintain updated procedural documentation as well as identify and document process improvement opportunities.
  • Implemented process improvement measures as company nearly doubled in size and added additional offices nationwide.
  • Ensured customers adhere to order guidelines and proactively recommended order management & process improvements.
  • Assisted in the department policy and procedures documentation, and advised process improvement recommendations.
  • Implemented process improvement to mitigated trailer detention which reduced cost and increased productivity.
  • Work closely production supervisor for solutions and process improvement in manufacturing environment.
  • Enhanced internal corporate processes by reviewing, recommending and implementing process improvements.
  • Work cross-functionally with other teams to identify and implement process improvements.
  • Submit constructive suggestions to Team Manager regarding service and process improvements.
  • Develop process improvements and increased reporting efficiency for clients.
  • Created process improvement opportunities across the Investor Operations team.
  • Provided assistance and insight into operational process improvement efforts.
  • Recommend system and process improvements for Centralized Product Ordering.
  • Recognized for contributions to process improvements.
  • Create and implement process improvement initiatives.
  • Identified and recommended process improvements.

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37. Account Maintenance

low Demand
Here's how Account Maintenance is used in Operations Associate jobs:
  • Applied mathematical skills to balance daily activity to assure accuracy in transactions and account maintenance.
  • Correspond with state housing agencies and customers to facilitate delinquency resolution and account maintenance.
  • Managed customer inquiries and performing account maintenance in a fast-paced inbound call center atmosphere.
  • Resolved customer inquiries and performed general account maintenance and data entry.
  • Processed requests for securities transfer between different parties and account maintenance
  • Provided client support in operational service and account maintenance.
  • Managed distributions and investment account maintenance.
  • Performed account maintenance concerning client stock holdings, new account opening, and initiating asset transfers for total client base.
  • Perform daily functions including answering phones, filing, quote and post payoff requests and account maintenance as needed.
  • Performed account transfers, fee waivers and account maintenance, complying with all department and company policies and procedures.
  • Conduct head teller training and troubleshooting for sixteen branch locations, providing correcting entry and account maintenance coaching.
  • Provided client specific solutions for sales departments through shareholder account research, account maintenance, and document management.
  • Bank operations representative responsible for account maintenance, account closures, research and issuing checks for closed accounts.
  • Perform various maintenance activity distributed to the account maintenance, account closing and new account opening segments.
  • Perform daily functions including bookkeeping duties, account maintenance, filing, and separate financial reports.
  • Performed daily account maintenance, generated reports, and prepared correspondence and special projects as assigned.
  • Answer members' questions regarding Bank services provided and perform a variety of account maintenance duties.
  • Process new account orders, account maintenance requests and service requests including fund disbursements and transfers.
  • Contacted clients to open new accounts, process money transfers, and provide account maintenance.
  • Account maintenance, problem solving, planning/implementing procedures to avoid problems before they arise.

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38. Physical Inventory Counts

low Demand
Here's how Physical Inventory Counts is used in Operations Associate jobs:
  • Assisted with physical inventory counts along with keeping the inventory closet organized.
  • Manage physical inventory counts while keeping inventory storage room organized.
  • Conduct weekly physical inventory counts.
  • Handled monthly physical inventory counts.
  • Support team members by completing store operations such as physical inventory counts, keeping inventory storage clean and organized.
  • Supported the sales team by completing store operations; assisting with physical inventory counts and weekly counts.
  • Supported team members by completing store operations such as assisting with physical inventory counts.
  • Assist customers with technical difficulties - Does weekly physical inventory counts.
  • Complete store physical inventory counts once a week.
  • Assist store leadership with Physical Inventory Counts.
  • Coordinate monthly physical inventory counts * Received all incoming shipments.
  • Store Operations Associates Handled monthly physical inventory counts.
  • Inventory control through physical inventory counts Loss prevention.
  • assisted with physical inventory counts, kept inventory storage clean and organized so that product can be found quickly and easily.
  • Perform physical inventory counts, receive all incoming shipments, and process all shipments out to return centers.
  • Fall 2015 & Spring 2017 Perform physical inventory counts weekly to reduce shrink throughout district.
  • Support team members by completing physical inventory counts and receiving shipments.

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39. Operational Support

low Demand
Here's how Operational Support is used in Operations Associate jobs:
  • Provided operational support to the department by general office/clerical duties, prepare and issue company policy profiles, complete endorsement process.
  • Provided operational support in high risk Retirement Services department by providing daily metrics.
  • Provide operational support to brokers; resolve broker inquiries/problems regarding accounts and disbursements.
  • Provided operational support and quality assurance for timely mailing of material OTHER EMPLOYMENT
  • Provide administrative and operational support to ensure the organization runs smoothly.
  • Provided operational support to school directors and campus-based operations personnel.
  • Provide administrative and operational support to ensure better patron communication.
  • Provide operational support to the Operations Manager and campus-based personnel.
  • Provide operational support for high volume financial institution.
  • Provided operational support for 243-bed skilled nursing facility.
  • Offered operational support/solutions to all banking channels.
  • Provided ongoing operational support to Operations Manager.
  • Provide operational support for high-volume financial institution.
  • Provide operational support to internal departments.
  • Anticipate issues that may adversely affect operational support of various portfolios and take action to reduce the risk of occurrences.
  • Provided operational support to the Private Client Group charged with researching and managing investments on behalf of firm clients.
  • Provided operational support services for all Institutional OTC and municipal trading as well as Correspondent inquiries: 1.
  • Provided operational support to family business, a digital imaging firm servicing the commercial fine arts market.
  • Provided administrative and operational support to president, development department, and school year program team.
  • Provided operational support for independent expenditure campaigns in LA, WI, GA, and NC.

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40. Technical Support

low Demand
Here's how Technical Support is used in Operations Associate jobs:
  • Communicated technical support to management team and department colleagues on business specific systems and/or processing issues which resolved negative bank exposure.
  • Provided technical support, trouble shooting and answered procedural questions for mortgage processing and loan origination software.
  • Provided superior technical support and built successful long-term relationships with both internal and external clients.
  • Escalate difficult technical problems by seeking timely advice or assistance from technical support.
  • Provide customers with technical support for browser/software/update installs, and website navigation.
  • Provided technical support and solutions to customers experiencing system issues.
  • Conducted product failure analysis with technical support team.
  • Provided rapid response technical support.
  • Provided technical support to agents, customers and other third parties to resolve billing, underwriting, and processing issues.
  • Served as primary contact for technical support while working with IT Team to resolve a range of computer problems.
  • Provided tier-three technical support to customers and field service teams related to hardware, software, and network aspects.
  • Resolve problematic situations that will disrupt store productivity, (Register system performance, computer technical support etc.)
  • Provided clinical and technical support for labor and delivery team members to assure high-quality care for all patients.
  • Provided technical support for company's internal business platform, as well as other platforms and applications.
  • Provided technical support to end users via phone and email with software and hardware related issues.
  • Provide technical support on a variety of platforms via email, phone, and conference calls.
  • Provided technical support for Google+ Local (aka Google Places) through direct email contact.
  • Used ServiceNow and Clarify remedy tools to provide technical support for Target Stores in US.
  • Cross-trained and supported technical support level 1 and 2, and SBOL/FMA skill sets.
  • Provide proprietary software technical support to team members of various departments.

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41. ATM

low Demand
Here's how ATM is used in Operations Associate jobs:
  • Supervised all treatment programming for adult offenders and documented and retrieved information relevant to school records for correctional inmate files
  • Provided administrative support for the employee Training Officers in a state-operated sex offender treatment center.
  • Transcribed physician orders and scheduled internal treatment and discharge appointments.
  • Researched and reprocessed ATM deposits processing exceptions.
  • Balance daily General Ledgers for ATM, money orders, redeemed savings bonds, teller cash, and wire transfers.
  • Led all procurement processes for USAID projects in India, Zambia, Swaziland, and for the GFATM.
  • Transcribe medical charts for patients to ensure that all of their medical treatments and procedures are carried out.
  • Continued Direct employees and work with Union representatives in accordance with cooperative agreement to ensure fair treatment.
  • Maintained the ATM and conducted monthly and bimonthly audits for review by the Branch Manager.
  • Perform cursory review, interpret data and perform maintenance for Debit Card and ATM accounts.
  • Facilitate the day to day activities of individuals recovering from various addictions in treatment.
  • Deliver excellent customer service while thriving in a highly demanding, fast-paced atmosphere.
  • Answered phones, balanced my teller window, vault, branch and ATM.
  • Identify, research, and clear Teller and ATM stale cash item entries.
  • Provided information on treatment and services to needs of offenders, as requested.
  • Assisted manager in the supervision of 6-10 employees in ATM processing area.
  • Excelled at ATM Help Desk for daily resolution of inbound customer calls/complaints.
  • Processed and initiated all ATM adjustments for customers and non customers.
  • Processed daily Vault and ATM audits, maintaining zero error rate.
  • Processed quarterly Vault and ATM audits with zero error rate.

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42. FDA

low Demand
Here's how FDA is used in Operations Associate jobs:
  • Prepare a surgical sterile environment to meet FDA specifications to safely manufacture drug.
  • Directed operations of the document center that produced and submitted reports for publication approval to the U.S. FDA and Health Canada.
  • Managed and processed 100 FDA electronic and paper submissions including safety reports, new investigator reports, amendments, and protocols.
  • Coordinated the process and assembly of filing electronic and paper submissions to the FDA and other health agencies for drug approval.
  • Processed and transmitted 15-day adverse event and aggregate reports to the FDA and Wyeth Stakeholders in adherence to regulatory requirements.
  • Keep abreast of the regulations and processes from FDA, Health Canada and ICH that govern controlled documents for submissions.
  • Performed validation procedures of manufacturing process, packaging, and cleaning in compliance with FDA and GMP requirements.
  • Served as backup in processing 15-Day alert submissions to the FDA and to co-marketers and licensing partners.
  • Maintained supplies, tools, equipment, and storage areas in compliance with OSHA and FDA requirements.
  • Monitor FDA due dates for Periodic Safety Reports (PSR) & communicate approaching deadlines appropriately.
  • Conducted checks of equipment per GLP Standard Operating Procedures ensuring FDA approval compliance.
  • Archive all US and Foreign correspondence associated with FDA and foreign submissions.
  • Compile, publish, QC and validate documents for FDA submission.
  • Processed all incoming orders ensuring CBP and FDA guidelines are met.
  • Tracked SOP changes for FDA compliance associated with laboratory documentation.
  • Author Cover Letter and Forms for Safety Submissions to FDA.
  • Learned FDA and ICH Guidance documentation on electronic submissions.
  • Worked in FDA regulated company.
  • Provided documentation for the FDA.
  • Conducted first level triage patient case assessments determining FDA reportability eliminating risk of fines or potential business shut-down.

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43. POS

low Demand
Here's how POS is used in Operations Associate jobs:
  • Post processing quality control related to checking images of processed transactions to corresponding material while validating image quality.
  • Analyzed and reported daily profit/loss and position information to the Trading Desk, providing explanations for unexpected results.
  • Maintained a position of trust and responsibility by keeping all customer data accurate, updated and confidential.
  • Utilized expertise in safety systems to investigate status of reports and perform database queries for reconciliation purposes.
  • Reduced production costs and met tight schedules by determining production sequence and designating disposition of completed product.
  • Performed position reconciliation between clearing brokers and back office systems, developing a process to improve efficiency.
  • Reviewed multiple daily reports to prevent fraudulent activities and mitigated risk in the consumer deposit portfolios.
  • Completed position reconciliations to ensure Portfolio Managers were provided with accurate information for making trading decisions.
  • Monitored and resolved all transaction exceptions including non-posted items, non-sufficient funds and stop payments.
  • Developed new procedures improving the efficiency of resolution of missing deposits by streamlining processes.
  • Converted highly technical procedures manual into a user-friendly version for quicker cross training purposes.
  • Processed financial transactions including withdrawals, deposits, certificate of deposits and loan payments.
  • Maintain firm data integrity by reviewing daily posting of transactions and researching any discrepancies.
  • Served as administrative agent for 3 asset-backed commercial paper issuing Special Purpose Vehicles.
  • Maximized customer service by remaining positive during various unforeseen changes impacting the organization.
  • Reviewed transaction-related documentation and assessed them to determine potential credit risk possibilities.
  • Promoted a positive shopping experience by utilizing my proficient customer service skills.
  • Conducted proposal background research and developed content for proposal capabilities statements.
  • Monitor deposits and disbursements between all internal loans and bookkeeping accounts.
  • Obtained cited references and entered into reference repository in appropriate format.

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44. Business Partners

low Demand
Here's how Business Partners is used in Operations Associate jobs:
  • Communicate with business partners through modeling reviews to dynamically adjust score cutoff criteria based on an assessment of market.
  • Work closely with business partners to help ensure initiatives are clearly communicated and accurately reflected in the deployment calendar.
  • Established and maintained relationships with individual and business partners providing assistance with problems that may encounter.
  • Provided comprehensive knowledge of dispute processing and regulatory compliance to investigative team and business partners.
  • Ensured seamless operations support within Six Sigma guidelines for internal business partners and external clients.
  • Reduced annual error/loss write-off amount by leveraging with business partners to increase knowledge of product.
  • Execute transactions promptly and accurately to respond to customers and business partners.
  • Conducted regular communications with business partners including front-end staff regarding dispute processing.
  • Forwarded internal inquiries from business partners to appropriate corporate action representative.
  • Communicate information effectively to internal and external clients and business partners.
  • Work effectively and collaboratively with various business partners.
  • Trained international business partners for offshore functions.
  • Provide proactive communication to business partners.
  • Research and resolve issues for customers, business partners and Company associates in order to expedite service, installations or orders.
  • Coordinated with management and peers to redesign FinOps website to enable business partners to access up to date and accurate information.
  • Communicate with other departments with the bank, business partners and local agencies to resolve customer concerns.
  • See to proper inventory to ensure business partners demands are met in the most efficient manner obtainable.
  • Upload KYC documentation provided from multiple business partners to various Bank systems to ensure proper retention.
  • Run client meetings, including meetings with business partners to familiarize them with the strategy offered.
  • Develop planning processes, including communicating with business partners, site sales teams and national operations.

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45. Prime Brokers

low Demand
Here's how Prime Brokers is used in Operations Associate jobs:
  • Established relationships and communicated daily with prime brokers on settlement issues.
  • Interacted daily with traders, prime brokers and fund administrators to ensure all trade issues were resolved accurately and timely matters.
  • Reviewed cash collateral and cash margin reports from various prime brokers and prepared summaries of reports for operational managers and CFO.
  • Generated and distributed open fail reports on Excel for multiple clients and prime brokers to manage and reduce fails.
  • Assist with review of daily reporting including reconciliations from administrator and prime brokers, performance reports and compliance reports.
  • Maintained communication channels with seven prime brokers, monitored prime broker data feeds, and resolved occasional discrepancies.
  • Performed all trade resolution for unmatched and failed trades with prime brokers and execution brokers.
  • Maintained a relationship with over 300 Prime Brokers and updated a contact list.
  • Interacted with Prime Brokers, Administrators and Auditors on a daily basis.
  • Ensured daily trade files were sent to respective prime brokers.
  • Booked Trades accordingly to Institutional Investors and Prime Brokers accounts.
  • Maintained open lines of communication with all GSAM prime brokers.
  • Reviewed and performed daily cash/position reconciliation between internal accounting system and prime brokers/counterparties for thousands of trades across multiple desks/strategies.
  • Performed reconciliations of cash/trade positions between hedge fund client, company internal ledgers, and prime brokers.
  • Communicated daily with prime brokers and counterparties to resolve mismatched, open and failed trades.
  • Monitored margin, collateral and exposures across prime brokers and ISDA counterparties.
  • Corresponded with prime brokers and counterparties to reconcile daily trade activity.
  • Interacted on a daily basis with prime brokers and client counterparties.
  • Acted as liaison between clients and prime brokers / counterparties.
  • Research requirements for onboarding new prime brokers and successfully helped launch two new prime broker/Bridgewater relationships.

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46. Quickbooks

low Demand
Here's how Quickbooks is used in Operations Associate jobs:
  • Processed and paid all office invoices with the use of Dynamics GP; received and prepared client invoices using QuickBooks.
  • Utilized Google docs/e-mail, Calendars, Excel, MS Word and QuickBooks for correspondence and school/district invoicing.
  • Analyzed expenditures, performed budgeting in Microsoft Excel and QuickBooks.
  • Maintained company financial accounts on Quickbooks.
  • Account management of information (regarding employees, clients, and financial information,) using QuickBooks software.
  • Managed a staff of five and a [ ] budget; implemented accounting and reporting processes using QuickBooks.
  • Maintained corporate accounts payable and receivables using Intuit Quickbooks, with monthly reconciliation of corporate accounts.
  • Entered sales orders, created invoices, and received payments in QuickBooks.
  • Rectified thousands of dollars in accounting mistakes in Quickbooks.
  • Worked in QuickBooks to create Sales Orders, Pick lists, ect.
  • Studied and took the exam for becoming a Pro Advisor in the QuickBooks Online support network.
  • Handled clerical and office duties for the branch manager Assisted with billing using Quickbooks Online.
  • Utilized QuickBooks, Wild Apricot, Avectra, and Memberclicks to organize and analyze data.

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47. OTC

low Demand
Here's how OTC is used in Operations Associate jobs:
  • Performed calculations to determine active ingredient quantities for OTC medications.
  • Confirmed and allocated trade settlements for OTC and exchange-traded instruments.
  • Assisted with collateral management for OTC derivative products.
  • Manufactured Over-the-Counter (OTC) medications for research and development activities, new product validations, and routine production.
  • Participated in a number of city Color Guard and Community Service Events with ROTC program and my church.
  • Weighed and blended raw materials according to manufacturing batch records and company procedures to produce OTC Medications.
  • Identify, manage, and resolve Futures/OTC trades, position and cash breaks between systems.
  • Confirmed derivatives transactions (OTC's, Swaps, Futures, etc.)
  • Supported the OTC Derivatives department on settlement issues related to Exotic Option trades.
  • Opened and processed new OTC fixed income derivative swap account.
  • Managed the collateral of OTC derivatives to mitigate counterparty credit risks
  • Settled and reconciled OTC trades for interest rate swaps, credit default swaps, total return swaps, swaptions and commodities.
  • Projected short securities report NYSE, Amex & OTC securities registration, NYSE form, (600-TC) Detail.
  • Worked with brokers to have documents amended if needed and kept the OTC confirmation page updated.
  • Assisted with onboarding the client's OTC cleared swap trades to meet CFTC regulatory mandate.
  • Gained experience in sales reporting systems: eBi, Salesfore Dotcom, CE, & Seibel

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48. Fedex

low Demand
Here's how Fedex is used in Operations Associate jobs:
  • Work in Excel, Adobe, Google Docs and FedEx Ship Manager Software became proficient in a matter of weeks.
  • Coordinated daily conferencing and analysis of billing issues for 15 assigned business clients, including FedEx/Kinko's.
  • Received, sorted, and delivered FedEx, UPS, and US Mail to various departments.
  • Recognized for assisting FedEx in retrieving lost files for real estate department, enhancing operations.
  • Packaged and processed jewelry shipments using FedEx system, in addition to scheduling Brinks pickup.
  • Award recognition for assisting FedEx in retrieving lost files for Real Estate Dept.
  • Processed sample requests using FedEx Manager, UPS software and postage machines.
  • Prepared all shipments with the use of UPS and FedEx shipping software.
  • Picked up, prepared, and dropped off FedEx shipments daily.
  • Shipped and received packages via UPS, FedEx and/or messenger service.
  • Ship and Receive UPS and FEDEX Packages Daily for Online Orders.
  • Prepare UPS, FedEx and Certified Return Receipt shipments.
  • Process and ship customers' orders via FedEx.
  • Prepare shipping documents using UPS/ FedEx shipping system.
  • Prepare outgoing mail for FedEx pick ups.
  • Operate Mail Equipment (Parcel Post, UPS, FedEx)
  • Box, USPS, FedEx and UPS.
  • Ship inventory to other distributor warehouses using Fedex system.
  • Prepared and allocated monthly FedEx and Staples expenses on S.A.P system for accountants.
  • Wrapped/shipped products to and from other Guitar Center stores via UPS and Fedex

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49. Liaise

low Demand
Here's how Liaise is used in Operations Associate jobs:
  • Liaised between 10 buyers and IT developers to communicate system upgrades and modifications to increase productivity and efficiency.
  • Liaised with administrators and fund managers to ensure timely and accurate delivery of monthly estimates and account statements.
  • Liaised with manufacturers and key customers and expedited the delivery process with minimum delay through bottleneck analysis.
  • Liaised with fund administrators and accounting departments to provide transparency on account information.
  • Liaised with FolioMetrics representative to automate team's reporting requirements.
  • Liaised with marketing team for product and market analysis, vendor sourcing and inventory control as well as risk management issues.
  • Liaised with Sales, Trading and Legal to develop/implement ISDA legal confirm templates, including representing GS on related industry forums.
  • Liaised with Project Management to create cost estimation with regards to our M2M curves (FX, IR, Commodities).
  • Monitor laptop, blackberry distribution list and liaise with vendors in maintaining office equipment, and coordinating IT assistance.
  • Liaised with company's clearing firm (Pershing) to ensure settlement, while monitoring and managing incoming orders.
  • Liaised with prime brokers, traders and executing brokers on trade issues/settlements to ensure trades settled on time.
  • Liaised with Legal, Credit, Middle Office, Collateral and other teams to resolve issues.
  • Supported project management units on audits, liaised with F&A and Recruitment Management Department.
  • Liaised with traders, clearing brokers, and counter parties to report trades and resolve discrepancies.
  • Liaised with IT in order to increase efficiency and reduce error in trade booking process.
  • Liaised with HQ's Management Services and overseas project team regarding cross-cutting project start-up.
  • Liaised with Traders, Marketers, Controllers and Credit departments on complex deal terms.
  • Liaised between trading desk, clients, and trade management teams internally and externally.
  • Liaised with legal counsel and business groups in support of loan settlement activity.
  • Liaised and oversaw a team of 5+ Operations Associates during daily posting.

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50. Expense Reports

low Demand
Here's how Expense Reports is used in Operations Associate jobs:
  • Prepared travel arrangements and processed expense reports.
  • Coordinated and scheduled travel and created and submitted expense reports using an internal database for the vice presidents of the company.
  • Prepared month-end revenue and expense reports, yearly forecasts, and moving average trends for Head of Institutional Equities.
  • Process travel expense reports in a timely and efficient manner.
  • Generated expense reports for staff and client reimbursements.
  • Prepared Travel Expense Reports for Faculty and Volunteers.
  • Maintain tracking of monitoring visits and expense reports.
  • Processed expense reports, tracked petty cash.
  • Audit and Code expense reports.
  • Processed invoices for check requests, and expense reports to ensure timely payments for consultants and staff.
  • Schedule travel arrangements and process expense reports (with CE's assistance) in a timely manner.
  • Assisted financial department with expense reports, account receivable, account payable and PeopleSoft ID numbers verifications.
  • Managed all expense reports for office personnel maintaining a commitment to the office budget.
  • Alternate Preparer - Completed all travel authorizations and expense reports.
  • Finance Reports Expense Reports Microsoft outlook, Excel, Word, PowerPoint, and Access
  • expense reports, budgeting Client relationship management Created innovative contests to encourage agents to meet metrics Prepared reports for quarterly business reviews

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20 Most Common Skill for an Operations Associate

Customer Service24.7%
Financial Advisor14.5%
Ensure Compliance14.3%
Data Entry6.6%
Store Audits5.4%
Equity3.6%
Phone Calls2.7%
New Accounts2.7%

Typical Skill-Sets Required For An Operations Associate

RankSkillPercentage of ResumesPercentage
1
1
Customer Service
Customer Service
17.7%
17.7%
2
2
Financial Advisor
Financial Advisor
10.4%
10.4%
3
3
Ensure Compliance
Ensure Compliance
10.2%
10.2%
4
4
Data Entry
Data Entry
4.7%
4.7%
5
5
Store Audits
Store Audits
3.8%
3.8%
6
6
Equity
Equity
2.6%
2.6%
7
7
Phone Calls
Phone Calls
1.9%
1.9%
8
8
New Accounts
New Accounts
1.9%
1.9%
9
9
Client Relationships
Client Relationships
1.8%
1.8%
10
10
Special Projects
Special Projects
1.7%
1.7%
11
11
Inventory Control
Inventory Control
1.6%
1.6%
12
12
Customer Orders
Customer Orders
1.6%
1.6%
13
13
Inventory Management
Inventory Management
1.5%
1.5%
14
14
Troubleshoot
Troubleshoot
1.5%
1.5%
15
15
Sort
Sort
1.5%
1.5%
16
16
Daily Operations
Daily Operations
1.5%
1.5%
17
17
High Volume
High Volume
1.4%
1.4%
18
18
Financial Statements
Financial Statements
1.4%
1.4%
19
19
Corporate Actions
Corporate Actions
1.3%
1.3%
20
20
Customer Accounts
Customer Accounts
1.3%
1.3%
21
21
Retail Store
Retail Store
1.3%
1.3%
22
22
Office Supplies
Office Supplies
1.2%
1.2%
23
23
Powerpoint
Powerpoint
1.2%
1.2%
24
24
Client Service
Client Service
1.2%
1.2%
25
25
Sales Floor
Sales Floor
1.1%
1.1%
26
26
HR
HR
1.1%
1.1%
27
27
ACH
ACH
1.1%
1.1%
28
28
External Customers
External Customers
1.1%
1.1%
29
29
FX
FX
1.1%
1.1%
30
30
DTC
DTC
1%
1%
31
31
Wire Transfers
Wire Transfers
1%
1%
32
32
Ensure Accuracy
Ensure Accuracy
1%
1%
33
33
CRM
CRM
1%
1%
34
34
Front Desk
Front Desk
1%
1%
35
35
Bloomberg
Bloomberg
1%
1%
36
36
Process Improvement
Process Improvement
0.9%
0.9%
37
37
Account Maintenance
Account Maintenance
0.9%
0.9%
38
38
Physical Inventory Counts
Physical Inventory Counts
0.9%
0.9%
39
39
Operational Support
Operational Support
0.9%
0.9%
40
40
Technical Support
Technical Support
0.9%
0.9%
41
41
ATM
ATM
0.8%
0.8%
42
42
FDA
FDA
0.8%
0.8%
43
43
POS
POS
0.8%
0.8%
44
44
Business Partners
Business Partners
0.8%
0.8%
45
45
Prime Brokers
Prime Brokers
0.8%
0.8%
46
46
Quickbooks
Quickbooks
0.8%
0.8%
47
47
OTC
OTC
0.7%
0.7%
48
48
Fedex
Fedex
0.7%
0.7%
49
49
Liaise
Liaise
0.7%
0.7%
50
50
Expense Reports
Expense Reports
0.7%
0.7%

23,467 Operations Associate Jobs

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