Office Associate Resume Samples

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PH
P Hamill
Pierce
Hamill
950 Thalia Bypass
Los Angeles
CA
+1 (555) 377 0150
950 Thalia Bypass
Los Angeles
CA
Phone
p +1 (555) 377 0150
Experience Experience
10/2016 present
Dallas, TX
Business Office Associate
Dallas, TX
Business Office Associate
10/2016 present
Dallas, TX
Business Office Associate
10/2016 present
  • Work with project teams to report on project performance
  • Performs other duties as assigned
  • Claim Management. Prepare and submit claims to payers/intermediaries, meeting all government and third party regulations
  • Manage and report on company KPI's
  • Demonstrates knowledge of the organization’s Service Standards and incorporates them into the performance of duties
  • Complete special project work under direction of senior leadership
  • Time management
01/2012 07/2016
Phoenix, AZ
Front Office Associate
Phoenix, AZ
Front Office Associate
01/2012 07/2016
Phoenix, AZ
Front Office Associate
01/2012 07/2016
  • Dissemination of all paperwork to outside parties including non-injury paperwork, custody and control forms
  • Applies and actively supports the hotel's pricing policy in order to increase REVPAR
  • Files paperwork, medical records and correspondence according to defined company procedure
  • Is responsible that employees project professionalism and are well trained and provide friendly and efficient service
  • Provide support to reservations team & co-ordinate with the Sales & Marketing team
  • Knows and applies the hotel's security regulations (in case of fire etc)
  • Handles any guest complaints and/or remarks; provides a response as soon as possible, respecting the ibis 15-minute satisfaction guarantee
10/2005 09/2011
Detroit, MI
Office Associate
Detroit, MI
Office Associate
10/2005 09/2011
Detroit, MI
Office Associate
10/2005 09/2011
  • Assist with ordering supplies, maintaining vendor contacts, processing A/P and Purchasing forms, reconciling credit card statements
  • Serve as a liaison between students and faculty including: processing grade changes; assigning tutors; and maintaining grade records
  • Assist students with course registration including: sending correspondence; troubleshooting errors; and helping late registrants
  • Document management (word processing, photocopying, scanning, distributing) for academic courses
  • Performs a variety of duties to include word processing, database management, record-keeping, filing, copying, and website management
  • Maintain office supplies, including marketing and new account opening materials
  • Assist in processing of operation’s disbursements, payroll, bidding participation, meeting, presentation, etc
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Texas A&M University
Bachelor’s Degree in Business
Skills Skills
  • Ability to produce quality work, of considerable complexity, in a timely and efficient manner
  • Organized and detail-oriented, ability to work in an environment with interruptions
  • Positive work ethic and ability to adhere to standards of professional confidentiality
  • Possess an eye for detail and the ability to manage multiple projects simultaneously
  • Possess strong service and analytical skills with the ability to problem solve
  • Excellent written and verbal communication skills with keen attention to detail
  • Professionalism, enthusiasm and good judgment
  • Ability to work collegially and collaboratively as well as independently, to work well under pressure, and to balance competing responsibilities
  • Ability to self-direct, prioritize and multi-task among competing goals
  • Intermediate knowledge of Microsoft Word, Excel, Outlook and calendar systems
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15 Office Associate resume templates

1

Solutions Group Middle Office Associate Resume Examples & Samples

  • Conduction ongoing data validation tests to ensure the data integrity of the systems
  • Fielding client e-mails and calls regarding systems and data issues, and following up for resolution
  • Coordinating system availability, and
  • Addressing all Front Office and Operations Management reporting requests
  • Additional responsibilities include support of projects impacting the Front Office and their systems, by
  • Partnering with Business, Operations, Compliance, and Technology to define solutions for new business requirements
  • Crafting training materials and facilitating end-user training sessions,
  • Completing user acceptance testing in support of system releases / upgrades, and
  • Reviewing current state operating models and recommending process improvements to reduce operational risk
  • Strong organizational, analytical, and complex problem solving skills
  • Ability to multi-task effectively and efficiently
  • Strong capacity for operating in a flexible, dynamic environment where creative and strategic thinking is required
  • Ability to communicate end-user/system issues to a broad range of technical and non-technical staff
  • Proficient with Microsoft products - Excel, Work, PowerPoint, and Visio
2

Office Associate Resume Examples & Samples

  • Accurately record all checks, securities and/or coupons received from clients and ensure that they are credited to the proper accounts. Promptly inform the FA and/or CA and transmit all required documentation to the complex main office
  • Maintain in an orderly manner all operations-related files as required by firm, complex main office and branch policies and procedures
  • Minimum 1-2 years general office experience
  • Basic understanding of financial services, understands how the industry relates to clients
  • Authorized to work in the U.S. without requiring visa sponsorship
  • Able to manage multiple demands and competing priorities
  • Able to work effectively in a fast-paced, deadline-oriented environment
  • RBC maintains consistently high credit ratings:S&P: AA-; Moody’s: Aa3; Fitch: AA; DBRS: AA (as ofJanuary 31, 2014)
  • Based onmarket capitalization, RBC is the 15th largest bank in the world and the sixth largest in North America. (Bloomberg as ofJanuary 24, 2014)
  • RBC employs more than 79,000 full-and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and44 other countries
3

Operations Derivatives Loan Middle Office Associate Resume Examples & Samples

  • Proactively address concerns raised by traders, sales or clients by conducting root cause analysis
  • Lead cross-Operations, high profile projects with competing priorities, resources and time constraints
  • Monitor daily reports on exceptions and problems by identifying root causes, and manage risks associated
  • Manage pre-settlement activities including trade confirmation reviews and inventory management
  • Drive change management process for Industry Initiatives and internal enhancements
  • Proficient in standard Microsoft tools including Visio, Excel, Word and PowerPoint to track volumes, workflow, projects including utilizing Pivot tables to manage large datasets, V-looks ups, and basic macros to minimize manual processes and efficiently manage risk
  • Knowledge of Middle Office processes to research and resolve outstanding client fails and transactions clearing in local markets both on middleware platforms and via paper
  • Project management skills to execute, drive and deliver projects which span multiple stakeholders across business areas with limited resources and competing deadlines, including industry initiatives
  • Demonstrate strong communication skills and confidence in both written and verbal forms
  • Demonstrate strong organizational/multitasking skills to cope with rapidly changing priorities throughout the day
  • Demonstrate strong analytical and problem-solving skills
4

Structured Credit Middle Office Associate Resume Examples & Samples

  • Confirms the accuracy of trade bookings, which in turn ensures accuracy of risk and P&L
  • Proactive in looking for ways to improve processes and controls
  • Control mindset and good understanding of Operational risks
  • Project management skills
  • Good Exotic Derivative knowledge, preferably Credit, including bookings & documentation
  • Knowledge of the controls required throughout trade lifecycle
  • Strong Derivative knowledge any asset class
5

Loans Middle Office Associate Resume Examples & Samples

  • Required 2-5 years of Bank Debt experience (Senior Analyst / Associate level)
  • Experience with LoanIQ is preferred
  • Distressed product knowledge is preferable
  • Must display ability to effectively communicate and prioritize the resolution of time-sensitive issues with internal and external stakeholders
6

Trade Middle Office Associate Resume Examples & Samples

  • Achieving customer excellence in every contact
  • Have a good understanding of the Trade business and industry standards such as UCP/ISBP/ ICC OPINIONS / URR/ URC as applicable to their role
  • HSBC Global Trade and Receivables Finance is one of the largest trade services organisations in the world. Leveraging its global network in North America, Latin America, Europe, the Middle East and Asia Pacific, HSBC has relationships with more suppliers and buyers than any other trade services institution. It is this unique position that allows HSBC to offer faster, more accurate and efficient solutions to its customers globally
7

Temporary Office Associate Resume Examples & Samples

  • Open and distribute mail as appropriate. Make and file copies of all correspondence
  • Facilitate the transmission of required documentation to the branch, complex and/or Minneapolis as appropriate
  • On a limited basis, print checks for client pick-up
  • Maintain a high level of confidentiality in accordance with RBC’s Code of Conduct
  • Basic computer skills (including Microsoft Office)
  • Good interpersonal verbal and written communication skills
  • Detail orientated, strong math and organizational skills
  • Associate’s degree or Bachelor’s degree
  • RBC maintains consistently high credit ratings: S&P: AA-; Moody’s: Aa3; Fitch: AA; DBRS: AA (as of July 2014)
  • Based on market capitalization, RBC is the 12th largest bank in the world and the sixth largest in North America. (Bloomberg as of August 2014)
  • RBC employs more than 79,000 full-and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 44 other countries
8

Office Associate Resume Examples & Samples

  • Greet visitors in a pleasant, professional manner and direct them to the appropriate person, location or department
  • Assist Financial Advisors (FA) and Client Associates (CA) with mass mailings and other clerical projects as needed
  • Maintain office supplies, including marketing and new account opening materials
  • Actively seek out and develop a working knowledge of complex/branch office procedures and a basic understanding of the securities business
  • May be responsible for maintaining required compliance files (e.g., correspondence, CPPs, etc.)
  • Provide clerical/administrative assistance as needed to individuals within the branch
  • Compose letters or memos as requested in accordance with established policies and procedures
  • Coordinate vendor/wholesaler lunches
  • Back up Cage Operations with opening mail, deposits, and printing checks
9

Cib Operations Non Linear Fx Middle Office Associate Delaware Resume Examples & Samples

  • Based in Bournemouth, UK, the role will report to the London Non Linear FX Middle Office Manager
  • Maintain risk management and downstream system integrity of a blended portfolio of exotic FX options and IR swaps, providing P&L and greek portfolio changes to trading desk and FX structuring team
  • Decompose, analyze and approve structured term-sheets and OTC derivative payouts
  • Actively participate in FX Options, Currency Solutions and PCO specific projects, providing operational and control perspective
  • Identify and address opportunities for improvement; taking appropriate actions to deliver simple and innovative solutions that improve the business and initiate and effect positive change
  • Proactively identify issues/gaps within the processes and offer solutions to close the gaps; identify root cause of problems and implement robust, strategic, controlled and cost effective solutions/recommendations
  • Change Management - Ability to re-prioritize plans, requirements due to shifting business priorities in order to meet deliverable deadlines
  • Numerous reconciliations including: Front to Middle office Rec, Off-Market reporting, Early Terminations, back to back trades, MTM reporting, Daily/weekly/monthly client specific reconciliations
  • Trade capture and processing of amends and cancellations
  • Monitor and manage changes to client agreements / contracts
  • Degree educated
  • Experience of reengineering processes and achieving positive change
  • A sound understanding of Foreign Exchange products and Operations processes and an in depth product knowledge of Front to Back FX life cycles
  • Effective and confident communicator in order to deal with a diverse range of staff and clients and be able to succeed in a demanding and fast paced environment
  • Intermediate experience with MS Excel
  • Intermediate quantitative aptitude
10

Operations Credit Derivatives Middle Office Associate Resume Examples & Samples

  • Assist in the execution of lifecycle events and support project teams in meeting objectives related to departmental wide initiatives
  • Close interaction with experts from various different teams such as Technology, Middle Office and Trade Support. This role will involve a large amount of facilitation and negotiation
  • Participate in ISDA Working Groups to establish greater standardisation in the Credit Derivatives
  • Work closely with other team members and management to reduce exceptions and achieve both industry set and internal targets
  • Creates, manages and owns close relationships and partnerships with business partners and external clients
  • Develop and implement strategic changes to re-engineer processes and reduce risk surrounding the function
  • Actively involved with idea generation and implementation of creating efficiencies within the team to support regulatory changes as well as new client and business requirements
  • Demonstrates a minimum of 2 years experience in Banking or similar environment
  • Good communicator, enthusiastic and team spirited
  • Able to demonstrate initiative and curiosity through past experiences
  • Sound judgment and analytical skills
  • High degree of system literacy
11

Operations Derivatives & Clearing Credit Middle Office Associate Resume Examples & Samples

  • Trade exception resolution
  • Ad hoc queries from traders/sales/clients
  • Manage Life Cycle Events, Allocation support, and/or Novation management
  • Support new products and activities for the Credit Business
  • Industry Initiatives and internal enhancements
  • Significant control and risk management mindset
  • Good PC application skills and comfort with learning complicated systems
  • Derivatives background a plus
12

Cib Operations Cpg & Dcu Risk Middle Office Associate Resume Examples & Samples

  • Manage the trade flow of Rates products for the DD Trading desk, to support their hedging activities and
  • Support the CPG Trading desk across multiple products and risk management systems
  • 2+ years experience in financial services
  • Previous derivatives middle office or product control experience with a solid knowledge of P&L and risk concepts
  • Able to build relationships and influence others including technology and other business partners
  • Good communication and relationship management skills and demonstrated ability to influence key business partners at all levels
  • Good understanding of IR/CR Derivatives, Collateral Management including understanding CSA documents and the impact of using different discount curves to price trades
  • Ability to work under pressure and to fixed deadlines
13

Prime Brokerage Middle Office Associate Resume Examples & Samples

  • Knowledge of investment bank products and markets
  • Good understanding of operational risk and an ability to pro-actively manage risk
  • Advanced knowledge of Excel needed. Powerpoint and Word would be helpful
  • Attention to detail, excellent administration, organisational and prioritisation skills
  • Team player who is able to demonstrate an ability to prioritise daily work effectively
  • Excellent written and oral communication skills, ability to present complex subjects in an accessible manner
  • Ability to build relationships and work with others through influence
  • Ability to interact confidently with senior management and clients on a face to face basis
14

Operations Derivatives & Clearing Fx Middle Office Associate Resume Examples & Samples

  • Supporting trade flow, verification, and books and records accuracy of listed and OTC FX products
  • Ensure positional integrity and trade flow between risk systems, processing systems, and books and records
  • Serve as a central point of contact for Trading, Sales and other Operations teams
  • Generate and review management reports and risk analytics
  • Key Risk Reporting of suspense, partnership with the FX Sales and Trading teams in handling client and processing requests
  • Implementation of Client Relationship Management programmes and strategies
  • Awareness of key middle office risks and controls
  • Email & query management through application of critical thinking skills
  • Experience and ability to interact with Sales and Trading teams on a daily basis
  • Foreign Exchange Operations experience – specifically FX product knowledge
  • Understanding of trade allocation and confirmation processes, including trade discrepancy resolution
  • Directly interacting with the Firm’s clients to ensure proper confirmation and settlement of all daily currency transactions
  • Actively manage Operational risks related to aspects of the currency business: through confirmations, settlement and relationship management
  • Reconciliation and reporting analysis and problem solving skills
  • Strong client service orientation
  • Ability to network and interact across Global Derivative Operations, and Technology teams
15

Cib Operations Cpg & Dcu Risk Middle Office Associate Resume Examples & Samples

  • Rates, Credit, FX, F&O, Commodities, Equity and Loans
  • Satellite MO oversight, central controls and reporting
  • Reconcile, intra and end of day trade activity between front office and official risk management system including risk, PnL and trade parameters
  • Support the end of day close for Kapital, including key controls, trade tie outs, and starting the overnight batch processes
  • Start of day controls for risk, including resolution of business queries with regards to delivered risk
  • Feed monitoring, chasing technology resolution for the huge number of risk feeds from LOBs into our core risk management tools of Orion and the front office RM Toolset
  • Support CSA Market data controls and publication
  • Ad-hoc CSA Curve remapping exercises
  • Ad-hoc risk scenario work to help the business understand complex delivered risks
  • Business management / regulatory controls metrics reporting
  • Management and support of Global Clearing and Compressions exercises
  • Managing Rates market data capture and EOD processing
  • High level of related project work (e.g. migrations etc)
  • Experience in financial services
16

General Office Associate Resume Examples & Samples

  • Process morning cash entry from previous day’s sales
  • Tracking and processing of incoming customer packages
  • Fielding store calls as the operator
  • Process customer bill payments
  • Opening the store: safe, controller, registers and distributing reports
  • Counting register and petty cash
  • Reconcile Saks and 3rd party chargebacks
  • Resolving customer issues i.e. researching bills, lost packages
  • Working with associate inquires
  • Processing of daily bank deposits
  • Maintaining registers and updating systems
  • While performing the duties of this job, the employee may be required to lift up to 10 pounds of material
  • Ability to work a flexible schedule based on business needs, which may include evenings, weekends and holidays
17

Operations Derivatives & Clearing Equity Middle Office Associate Resume Examples & Samples

  • Trade management – timely allocation of trades, dealing with trade queries from internal and external clients
  • Support execution of Structured and bespoke transactions
  • Reconciliation – trade reconciliation, corporate actions processing and reconciliation, risk reconciliation, P&L reconciliation and completion of tasks associated with control around the business
  • Liaising with other teams within GS to ensure timely resolution of queries
  • Ability to demonstrate a sound of understanding of a range of Equity Derivative products as well as Cash Securities. Strong Team-working skills – for working with both internal departments in London and globally
  • Ability to thrive under pressure
  • Strong leadership skills essential – this role will require a self-starter who can manage competing deadlines and can prioritise appropriately
  • Functional Expertise - Keeps up-to-date with emerging business, economic, and market trends
  • Client and Business Focus - Effectively handles difficult requests, builds trusting, long-term relationships with clients, helps the client to identify/define needs and manages client/business expectations
  • Teamwork – Gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions
  • Communication Skills - Communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others
  • Judgement and Problem solving - Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions and identifies clear objectives. Sees the big picture and effectively analyses complex issues
18

Operations Derivatives & Clearing Interest Rates Middle Office Associate Tokyo Resume Examples & Samples

  • Identification and reconciliation of trade booking errors
  • Liaising with the Trading desks to ensure timely processing of amendments to existing bookings
  • Provide technical assistance to Trading when booking new trade types
  • Provide assistance to the wider Operations teams, dealing with trade related queries and acting as an intermediary when liaising with Trading where necessary
  • Opportunities to participate in high profile project work at an industry/team level
  • Defining new system specifications and carrying out subsequent UAT testing
  • Creating and implementing team-specific projects
  • Communication and relationship management: The constant interaction with Trading and other stakeholders requires the individual to be confident when dealing with demanding business people, ensuring at all times we protect the interests and reputation of GS whilst endeavouring to accommodate trading and client requests
  • Teamwork: the operations teams work very closely as individuals and with other teams across the Federation. A sense of teamwork and unity is imperative as is the ability to build “mutually beneficial” relationships across departments
  • Strong attention to detail and the ability to keep track of a large and varied workload
  • Quick to pick up new concepts, challenge the status quo, identify inefficiencies in trade processing and execute change
  • Fluent in both spoken and written Japanese and English
  • System literacy, (i.e. Programming Excel Macros, VBA etc) is an advantage
19

Middle Office Associate, Lending Resume Examples & Samples

  • Transaction funding and management of deal cash flow
  • Preparing, processing and maintaining legal and transaction documents
  • Identifying and mitigating interest rate and foreign exchange risks of new and existing transactions
  • Identifying and addressing operational risks in the management of transactions
  • Managing and reporting on our cost of funding and ad-hoc reporting as required by management
  • Operational analysis of new/proposed transactions and implementation of appropriate procedures for effective day to day management
  • Strong numerical skills with Intermediate to Advanced Excel skills
  • Attention to detail and the ability to remain organised in a dynamic environment
  • Ability to work effectively to meet tight deadlines as well as the commitment to follow tasks through to completion
  • 1-2 years in a similar role within banking and finance
  • Experience with Commercial loans systems (Misys Loan IQ) would be an advantage
20

CIO Middle Office Associate Resume Examples & Samples

  • Demonstrated positive impact in everything you do, and enthusiasm for doing it
  • Decision making and analytical skills
  • “Self-starter” that takes ownership of issues until resolution and documentation
  • Demonstrated leadership abilities and strong teamwork skills, with an emphasis in collaborating with multiple teams across many functions and regions, globally
  • Skills-set
  • Strong technical skills, including proficiency in MS Excel, preferably with some macro and Visual Basic knowledge, and experience with MS Access, PowerPoint, Word, and database systems
  • Experience in identifying and implementing process improvements
  • Education and knowledge
  • Strong knowledge of Money Market Operations, Accounting for derivatives and securities held as AFS
21

Medical Center Front Office Associate Resume Examples & Samples

  • Admit patients into system or manually in accordance with client company protocols
  • Answer incoming telephone lines in accordance with company procedures and directs the caller accordingly
  • Dissemination of all paperwork to outside parties including non-injury paperwork, custody and control forms
  • Assist in processing patient referrals as required
  • 3 – 4 years demonstrated excellence in in-person customer service and communication skills
  • Experience working in hospital, clinic or medical office
  • Bilingual Spanish - verbal
22

Interest Rates Middle Office Associate Resume Examples & Samples

  • Ensure books and records are accurate utilizing trade validation
  • Perform system to system trade, position reconciliations, and resolve resultant breaks
  • Monitor & process the lifecycle events for options & triggers
  • Verify rate resets and interpolation
  • Ensure novations/ large book transfers are completed
  • Generate daily flash P&L and investigate queries for Client valuations and collateral MTM
  • Build markets and prepare End of Day batches
  • Business level Japanese and English required
  • Understand comprehensive transaction and system flows
  • A good knowledge of Information Technology and Microsoft applications, particularly Microsoft Excel
  • Recommended at least 2 years experience in Derivative Middle Office or an Operations Department
  • Basic understanding of Greeks and Derivatives P&L recommended
  • University degree relevant to job preferred
23

Office Associate Resume Examples & Samples

  • Sending buy and sell orders
  • Maintaining all operations-related files
  • Recording all checks/securities/coupons received from clients and crediting them to proper accounts
  • Notifying Financial Advisors of receivables from clients
  • Sending transaction documentation to regional and national headquarters
  • Good written, verbal, and inter-personal skills
  • Advanced attention to detail
  • Able to work with a variety of personalities
  • RBC maintains consistently high credit ratings: S&P: AA-; Moody’s: Aa3; Fitch: AA; DBRS: AA (as of January 31, 2014)
  • Based on market capitalization, RBC is the 15th largest bank in the world and the sixth largest in North America. (Bloomberg as of January 24, 2014)
24

Front Office Associate Resume Examples & Samples

  • Explains all required paperwork and forms to patients and ensures proper completion of all paperwork
  • Files paperwork, medical records and correspondence according to defined company procedure
  • Travel to assigned clinics as needed for coverage
  • Flexibility to travel as needed to clinic assignments
  • Experience in a medical office environment
  • Experience with Health insurance
  • Experience with HEDIS
  • Bilingual Spanish - Verbal
25

Front Office Associate Resume Examples & Samples

  • Explain all required paperwork and forms to patients and ensures proper completion of all paperwork
  • Maintain inventory of office supplies and printed forms
  • Follow HIPAA guidelines and safety rules as outlined in training received
  • Collect co-pays; ensures daily cash and credit reconciliation
  • May include coordinating/scheduling transportation
  • Attend center staff meetings
  • Participate in ongoing training
  • Flexibility to work until 6pm weeknights and some Saturdays as needed
26

CIO Middle Office Associate Resume Examples & Samples

  • Responsible for providing complete and accurate reporting to FO (supervisory reports, Reg W, etc)
  • Running, investigating and ensuring timely remediation of FOBO, aggregator and other reconciliations
  • Participating in the key performance indicator meetings
  • Working closely with senior leadership on business initiatives and/or performing data analysis
  • Driving small projects or participating in larger scale strategic initiatives
  • Partnering with Finance, Back Office, Front Office, Compliance
  • The candidate must have at least 2 years of work experience, ideally Middle Office
  • Demonstrate attention to detail and capacity to summarize large amounts of data
  • Self starter, team player and relationship management skills
  • Good communication (both written and verbal)
  • Strong computer skills, including intermediate proficiency with MS Excel
27

CIO Middle Office Associate Resume Examples & Samples

  • 2 years of experience in public accounting
  • Experience on audit teams of financial institutions such as banks, insurance companies, hedge funds and asset managers is a plus
  • Alternatively, relevant experience in Product Control, Financial Reporting or Middle Office P&L groups will be considered with demonstrable exposure using or posting to a general ledger system
  • Industry and operational knowledge of the banking and finance
  • An understanding of the assets classes transacted in CIO Treasury such as Money Market products, Fixed Income securities and foreign exchange
  • Some exposure to Money Market Operations, Accounting for derivatives and securities held as AFS
  • Strong teamwork skills, with an emphasis in collaborating with multiple teams across many functions and regions, globally
  • Proficiency in MS Excel, MS Access, PowerPoint, Word, and database systems
28

Middle Office Associate / Associate VP Resume Examples & Samples

  • Advanced computer skills in Microsoft Office applications, especially Word, Excel, and Access
  • Visual Basics (VBA) or other similar programming program experience
  • Experience creating/programming macros
  • 3+ years of financial services industry experience
  • Strong knowledge of financial products
  • Motivated self-starter with a problem solving attitude
  • Volcker knowledge
  • Knowledge of Bloomberg trading system or Murex
29

FI Derivatives Middle Office Associate Resume Examples & Samples

  • Providing a sales and trading support function for the FI derivatives sales and trading teams, covering FI Derivative products and operating across multiple asset classes, covering a variety of clients
  • Responsible for ownership of trades from booking to confirmation. Liaising with clients, salespeople, traders and settlements to ensure smooth front to back workflow within regulatory target window
  • Comfortable dealing with high volumes of trades on a daily basis; predominantly rates and Credit derivative products but with frequent exposure to FX , both cash and derivatives
  • Trade Capture and use of middleware platfoms: Markitwire, Murex, Calypso, Summit, Ice explorer
  • Ad-hoc support for sales and trading teams, understanding and helping them fulfil client requests in a timely manner
  • Point of contact for clients and other departments internally with any post trading queries for the desk, managing ongoing breaks and disputes alongside daily work
  • Have a sound understanding of ISDA standards and protocol, clearing and the current regulatory landscape
  • Able to work as part of a team, operating split shifts to ensure desk is always covered
30

Mbd-digital Consumer Lending Launch Management Office Associate Resume Examples & Samples

  • Business and strategic analysis to provide clarity on ambiguous situations
  • Perform cross-functional assessments to determine scope of delivery, issue resolutions, integration points with enterprise, cross-functional program plan
  • Enable launch of the business through use of project management best practices and proven methodologies
  • Manage business launch risk with particular focus on interdependencies (internal and external/market)
  • Anticipate implementation obstacles when considering solution alternatives; Ensure risks are managed, tracked and monitored proactively
  • Provide stakeholders with consistent and timely communication ensuring transparency to delivery status, issues and risks, throughout entire project lifecycle
  • 6+ years of total experience
  • Experience in financial services/consumer lending strongly preferred
  • Managing large strategic projects
  • Leading communication with senior sponsors/stakeholders regarding project health, escalating issues and risks, and driving resolution
  • Communicating and influencing to diverse stakeholders
  • Implementing effective project governance, including planning and project risk management strategies in projects that span across financial services industries control functions (operations, legal, finance, compliance), business leadership and technology support functions for all of these areas
31

CIB Operations Custody Middle Office Associate Resume Examples & Samples

  • Provide clients with excellent service
  • University degree, Master or MBA is a plus
  • 5+ years experience in Custody Business and/or servicing environment or other banking/securities related industry
  • Extensive knowledge of financial markets and instruments, both domestic and global is an advantage. A good understanding of trade/cash settlement, asset servicing and FX is also required
  • Strong focus in client service management, communication and delivery
  • Understand risk & PnL exposure
  • Details-oriented; positive attitude; excellent organizational skill and ability to multi-task in a high-pressure environment
  • Fluent English and Chinese, both verbal and written
32

CIB NY CEM Rates Middle Office Associate Resume Examples & Samples

  • Self starting team player
  • Time Management: Organization and prioritization of tasks, setting own deadlines and working to defined targets
  • The specific experience necessary for this position is
  • Strong finance knowledge is required; knowledge of securities products is a plus
  • Control orientated
33

Asset Management Gim-equity Middle Office Associate Resume Examples & Samples

  • Clear focus on managing client assets and delivering strong risk-adjusted returns
  • More than 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
  • Ensuring the accuracy of investment data used within the Front-Office suite of applications and problem solving any discrepancies
  • Acting as a central point of contact for interactions with Core Operations, Client Services
  • Conducting ongoing portfolio validation tests, for example Market Valuation discrepancies
  • Own and drive process improvements for the Equity business
  • Minimum of 4 years of relevant work experience
  • Ability to own and manage concurrent assignments effectively and efficiently
  • Excellent analytical, problem solving, time management, interpersonal and written and oral communication skills
  • Ability to influence people, lead discussions and troubleshoot issues
34

CIB Ops-cem Latam Middle Office Associate Resume Examples & Samples

  • The role entails significant interaction with a variety of business partners (Accounting, Finance, FO, Marketers, Credit, Settlements, Confirms, Technology) in order to manage the operations front to back
  • The ability to communicate complex matters in a clear and concise manner is essential whether dealing with the FO or when dealing with other support groups
  • Strong product knowledge on interest rate swaps, cross currency swaps, FRA, and other rates derivative products, trade support experience is a plus
  • Experience in P&L and Risk
  • Display strong drive and enthusiasm, highly numerate and have strong analytical skillStrong technical skills, such as Excel, VBA, Access
  • Strong communication skills and attention to details
  • Great team player to work in the pressurized environment
  • Adaptable to changing environment, ability to multi task and prioritize
  • Ability to work in a pressurized environment, able to meet tight deadlines on regular basis
  • Ability to quickly absorb new information and incorporate changes in to existing processes
35

Front Office Associate Hours Resume Examples & Samples

  • Previous experience in a customer service environment (desirable)
  • Previous experience team worker (desirable)
  • Receive guests on arrival to required standard, and ensure their details are entered into the computer correctly and efficiently
  • Post all transactions on a regular basis, to ensure that all bills are kept up to date. Ensure that all charges are posted onto the correct bills
  • Ensuring that a high level of customer care is maintained at all times, especially when under pressure
36

CIB Rates Middle Office Associate Resume Examples & Samples

  • Change Management: Adaptability to learn new tasks and demonstrate a willingness to understand the detail of a process
  • Basic accounting knowledge is required
  • Excellent Analytical skills
  • Keen to question everything and understand the detail behind the numbers and/or process
37

AM Chief Data Office Associate Resume Examples & Samples

  • Executing on strategic direction of the team
  • Partner with business on strategies
  • Manage the daily operation of a unit comprised of 3-5 non-exempt employees in Delaware and provide over site of the India pricing and data management teams
  • Govern work and set workflow priorities
  • Ensure global procedures and controls are maintained and contribute to ongoing development of the global pricing control process
  • Handle exception items, resolve complex issues, coordinate and lead departmental projects
  • Liaise with Vendor Management team to deal with vendor related projects and issues impacting operations
  • Review and recommend process improvements and system modifications for processing business
  • Provide Subject Matter Expert support to downstream teams and clients
  • Build and maintain strong internal relationships
  • Very strong knowledge of market practice, markets, security types and fund types is essential
  • Very strong knowledge of industry activities, e.g. corporate actions, index tracking, stock markets
  • Experience gained from managing and leading medium sized teams in a fast-paced environment
  • Self-motivated and pro-active with the proven ability to work accurately and under pressure to meet deadlines
  • Excellent analytical, problem-solving, attention to detail and organizational skills
  • Proven project management experience, strategic thinking and leadership with transformation projects
  • Proven ability to communicate effectively within a team environment and interact across departments
  • Pricing vendor knowledge, i.e. Bloomberg, IDC, etc
38

Sales / Office Associate Resume Examples & Samples

  • Provide the highest level of customer service for all Sanctuary visitors
  • Strive for profitability by serving as a knowledgeable, courteous, and helpful Sales Associate
  • Maintain accurate cash control
  • Balance daily cash drawer at end of shift
  • Support all retail operations at the Sanctuary
  • Re-stock all needed supplies at admissions desk, tea room, and store as needed
  • Data entry into point-of-sale system
  • Merchandise quality control
  • Handling of returns
  • Provide assistance with merchandise pricing
  • Create flyers for special events
  • Assist with the planning and operations of special events conducted by Audubon
  • Maintain in-depth knowledge of the National Audubon Society and its associated activities
  • Develop an understanding for the ecology and natural history of Corkscrew Swamp Sanctuary
  • Commit to pre-determined schedules, coverage and daily operations
  • Minimum 2 years’ experience in a sales/office related position
  • Ability to handle cash and receipts accurately
  • Knowledge of merchandise inventory system
  • Strong computer skills (windows, excel, publisher or power point)
  • Excellent communication skills must be able to lift up to 30lb
  • Flexibility
39

Business Office Associate Resume Examples & Samples

  • Manage client invoicing and revenue reporting process
  • Track and coordinate staff training and development
  • Develop and maintain staff training material
  • Work with project teams to report on project performance
  • Manage and report on company KPI's
  • Complete special project work under direction of senior leadership
  • Administrative Writing and Reporting
  • Data Analysis
  • Analytic Thinker and Problem Solver
  • Scheduling, Proficiency with Microsoft Office
  • Effective organizational management
  • Time management
40

Office Associate Resume Examples & Samples

  • Complete daily technical report for repaired equipment
  • Advise sales and technical when the equipment will be repaired
  • Answering of the repair centre phone
  • Providing feedback on progress of outstanding repairs
  • Assist technicians with receiving / despatching of repaired equipment
  • Ensure a technician is scheduled to return repaired equipment
  • Assist technical team when needed
  • Ensure all repair invoices are captured accurately and timeously and sent to Admin for invoicing
  • Provide admin support to Technicians, FLM’s and Sales Reps
  • Ensure repair register is updated daily
  • Grade 12 or equivalent
  • A minimum of 2 years admin background
  • Computer literate – MS Office
41

Office Associate Resume Examples & Samples

  • Spanish fluency strongly preferred
  • Minimum 2 years of work experience, 3 or more years strongly preferred
  • Experience working in a school or non-profit preferred
  • Ability to self-direct, prioritize and multi-task among competing goals
  • Comfort with working in a fast-paced, entrepreneurial environment
  • Demonstrated ability to work well with others and build relationships across teams
  • Excellent written and verbal communication skills with keen attention to detail
  • Track record of providing outstanding customer service
  • Passionate commitment to KIPP Colorado mission and to high standards of excellence
  • Zest, grit, hope, social intelligence, gratitude, and a sense of humor
42

Market Risk Middle Office Associate Resume Examples & Samples

  • Facilitation and co-ordination of monthly / weekly CCAR Market Risk stress loss process
  • Continuing development of Infrastructure to support Firm wide Market Risk Stress Testing
  • Participating in weekly stress testing data quality reviews
  • Recognizing and executing on opportunities to increase automation business process
  • Interaction with a deployed team of risk professionals
  • Strong proficiency with technology, particularly databases and SQL
  • Academic achievement in a relevant discipline
  • Experience in a risk, finance or technology-related function
  • Highly organized, with close attention to detail
43

Middle Office Associate Resume Examples & Samples

  • Provide team with assistance in managing daily service requests, reporting, and data entry
  • Communicate with financial advisors, sales assistants, and management regarding client billing process
  • Work on various projects/ tasks as requested by Middle Office team
  • Bachelor’s degree required; Finance major preferred
  • Series 7 License preferred
  • Service-oriented
  • Proficiency with Microsoft Office products, specifically Excel
  • Creative thinking and problem solving capabilities
  • Basic knowledge and keen interest in finance
44

Accounting Office Associate Resume Examples & Samples

  • Processing register bags, which includes separating cash, coupons, and other media and processing coins
  • Preparing all deposits, which include using teller mate to weigh and enter currency into the computer, verifying, reconciling, and finalizing end of day business transactions to the system
  • Finalizing business day, completing deposits, and preparing deposit for pick within time required for armored car service
  • Preparing, organizing, and separating various reports and logs: identifying relevant information and distributing relevant information to appropriate people
  • Retrieving and processing income from company maintained vending machines
  • Researching and challenging all chargebacks
  • Reconciling journal accounts. (906, 947,160,(499 ATM))
  • Replenishing ATMs and self-checkouts cash balances
  • Preparing pre-set loan and change amounts to ensure CSM's and management will have adequate access to cash
  • Confirming appropriate amount of currency in Accounting Office upon opening, after final deposit and prior to closing the office daily
  • Ordering and maintaining correct denominations of currency and change daily from bank
  • Distributing and collecting cash bags and financial documents; processing deposits; reviewing and submitting financial reports
  • Adheres to all company policies and standard operating procedures
  • Other responsibilities may be assigned. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals
  • Ability to count money accurately and efficiently
  • Ability to identify discrepancies and use established guidelines to select appropriate action
  • Ability to understand the meaning of written or printed matter and to record information by inscribing characters or symbols. The physical demands described here are representative of those that must be met by an Associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions
  • Job Title:* Accounting Office Associate
  • Req ID:* 757948BR
  • Province:* Ontario
  • Canadian Cities:* Thunder Bay
  • Store Location:* Memorial Ave. & Central Ave
  • Employment Type:* Hourly PT
45

Accounting Office Associate Resume Examples & Samples

  • Req ID:* 761341BR
  • Province:* British Columbia
  • Canadian Cities:* Surrey
  • Store Location:* 150 Street & 102A Avenue
  • Employment Type:* Temporary
46

Accounting Office Associate Resume Examples & Samples

  • Req ID:* 762275BR
  • Province:* Alberta
  • Canadian Cities:* Taber
  • Store Location:* Highway 3 & Highway 36 North
47

Accounting Office Associate Resume Examples & Samples

  • Job Title:* Part Time Accounting Office Associate
  • Req ID:* 761440BR
  • Canadian Cities:* Ottawa
  • Store Location:* Billings Bridge Plaza :: 2277 Riverside Dr
  • Employment Type:* Part Time
48

General Office Associate Resume Examples & Samples

  • Documents all customer telephone conversations to insure accurate call data in SAP
  • Produces reports reflecting status of collection activity in area of responsibility
  • Coordinates and conducts weekly AR meetings to review the weeks problem accounts
  • Confers with management concerning the resolution of difficult cases
  • Monitors resolves and responds to issues received in location AR email box in a timely manner
  • Provides customers with requested invoice copies invoice viewer access or any customer required customized billing data Handles month end statements ie Special handling accounts
  • Assists customers with set up of credit card ACH or on line payment methods
  • Fax email copies of invoices to customers upon request
  • Performs other related duties as directed by appropriate personnel
  • 1 to 2 years relevant experience
  • Excellent communication telephone skills
  • Aggressive but patient attitude
  • Computer Skills Excel
  • Team player attitude
  • Work requires ability to read write and speak English well enough to complete assigned tasks and communicate effectively
  • Experience with a multiline phone system
49

Office Associate Resume Examples & Samples

  • 2-5 years of prior project management experience
  • Exceptional analytical skills
  • Excellent project management skills
50

Front Office Associate Resume Examples & Samples

  • Ensure a high level of guest service
  • Ensure seamless check in and check out of the guests
  • Ensure that pricing policy and internal audit procedures are duly applied
  • Provide support to reservations team & co-ordinate with the Sales & Marketing team
  • Ensuring all calls are handled according to guidelines
  • Maintain and update corporate database, entering delegate bookings to ensure delegate information/ records are kept up to date and accurate for future events
51

Office Associate Resume Examples & Samples

  • General Office Administration
  • Ad Hoc
  • At least 2 years’ experience in a similar role. Recently graduated candidates holding Diplomas may also be considered
  • Demonstrated proficiency in Microsoft Office Word, Excel, Powerpoint, Outlook
  • Ability to work independently as well as part of a team
  • Ability to multi-task and manage tasks in a systematic and efficient manner
  • Ability to communicate across a range of business levels
  • Demonstrated commitment to customer service and continuous improvement
52

Front Office Associate Resume Examples & Samples

  • Greet the guest on their arrival
  • Politely confirm the details of guests with confirmed reservation
  • Complete the registration formalities of the guest with confirmed reservations
  • Assign rooms & call the bell boy to escort guests to their rooms
  • Use up-selling techniques to promote other hotel services
  • Coordinate room status updates with the house keeping department
  • Notifying housekeeping of all check outs, late check outs, early check ins & special requests
  • Process guest check out requests
  • Post all the credit charges to the guest folios (bills)
53

General Office Associate / Location Resume Examples & Samples

  • Process daily data entry timely and accurately including soil tickets RTS tickets NOG tickets etc
  • Submits processes daily extract and sales jobs in IMPAC as well as other location reports and queries
  • Receive and process regular customer calls for invoice copies accounts payable follow up and credit card payments
  • Support Plant Management with keying of monthly inventory open receivers ICBs and monthly Stars of Excellence tracking certificates
  • Perform other duties as directed by appropriate personnel
  • Work requires ability to read write and speak English well enough to complete assigned tasks and
  • Typical office environment Incumbent may be required to travel to and assist with other domestic sites approximately 5 percent of the time
54

Front Office Associate Resume Examples & Samples

  • He/she must be able to build good rapport with the customers and greet the customers when they enter the office overall building a strong relationship with the customers
  • Handle customer requests promptly
  • It is the duty of a front office associate to keep a record on people who have come to the office. Maintain records of their queries /feedback
  • Handling cash and also maintaining account records are one of the duties of front office associate
  • Calling customers and confirming appointment is one of the duty of Front office Associate
  • Personally and frequently verifies that guests in his operation are receiving the best possible services available
  • Schedules himself to be on the front during peak operations hours, checking on standards of service, and cleanliness, is greeting and assist in the check in of guests and escorts VIP guest to the room
  • To be demanding and critical to service standards as well as hygiene standards
  • To constantly strive to please all guest that he may come into contact with
  • Is responsible that employees project professionalism and are well trained and provide friendly and efficient service
  • Ensure a speedy telephone and message service at all times
  • Maintain an atmosphere of tranquility at the front desk, never giving the impression that there is a problem
55

Cib-global Fixed Income Financing Middle Office Associate Resume Examples & Samples

  • Understand the cash flows associated with each trade and to work with the accounting and settlement teams to ensure that settlement is accurate and timely
  • Trade maintenance for all trades/structures
  • Identify areas of improvement and implement new procedures or to change existing process flows to ensure tight controls front to back
  • Project Management for tactical and strategic business initiatives including regulatory mandates. Support BAU activity while independently driving projects
  • Reconciliation of trades between front and back end trading systems
  • Understand system flow and front to back operations of trade processing including settlements, PnL and confirms
  • Understand trade reporting rules to regulatory bodies including FINRA (TRACE)
  • Produce ad-hoc scenario based reporting, as requested by Management
  • Reviews, collaborates and prepares potentially new operational procedures in line with changes and developments in the business
56

General Office Associate Resume Examples & Samples

  • Provides professional telephone and receptionist services by greeting, screening and directing incoming calls applicants vendors and visitors
  • Accurately and efficiently prepares and distributes letters reports purchase orders locker labels and other materials Compiles data and statistics enter process calculate correct and distribute information as required Investigates and correct data entry discrepancies
  • Keys location office maintenance new account folders and PRO A data
  • Receives sorts and distributes mail and correspondence as needed. Establishes organizes and maintains location records and files
  • Print distribute and maintain location forms and reports daily
  • Code and obtain proper authorization and provides information to accounts payable Complete new vendor set up as needed Responsible for data entry of month end inventory including updating cost data inventory counts open receivers and inner company bills
  • Audits PCard statements and usage monthly
  • Procures maintains and distributes office supplies and or equipment Order inventory items for plant under proper authorization
  • Maintains fax and printer supplies to ensure these machines are functional Operates one or more office machines such as personal computer calculator copy machine fax
  • Minimum of two years of office experience required
57

Middle Office Associate / Margin Experience Resume Examples & Samples

  • Review status of margin accounts daily. Determine with our custodian, NFS when a margin call is required for an account. Contact brokers to review status of accounts with margin issues. Execute transfers as directed by client or broker to maintain margin collateral levels
  • Assist with the daily workflow of funds transfers to ensure accuracy and timely completion. Investigate and resolve any errors, inconsistencies, or problems
  • Participate in various projects and initiatives to support Middle Office Operations and the other business units (e.g. PCA and IMC). This may include projects pertaining to the structure of Middle Office, operational flows and systems, rollout of new products and services, etc
  • Report to management on general status of margin accounts and of any particular margin accounts that require special attention
  • Detailed knowledge of Regulation T, NYSE margin rules, NFS margin rules
  • Strong knowledge of margin computation methods including margin account / option / short sale margin calculations
  • Strong knowledge of securities business processes and applicable procedures
  • Demonstrated leadership capabilities
  • Easily adaptable to changing circumstances and diverse personalities
  • 3+ years’ experience in margin account area of brokerage firm
  • Bachelor degree required
  • Series 7 required
58

Polimer Back Office Associate Growwwer Resume Examples & Samples

  • Processing the customer orders, managing order taking, checking and recording
  • Preparing delivery documents
  • Checking the financial solvency of the customers
  • Cooperation with sales managers, production planners, logistics department, technical service
  • Communication with customers
  • Reclamations handling
  • Taking action for problem solving
59

Front Office Associate Hours Days Resume Examples & Samples

  • High Standard of personal hygiene and appearance
  • Basic Numeracy
  • Operate switchboard and deal with messages and enquiries when required
  • Prepare cash for banking, on a daily basis. Complete receipts for all money received from pay-ins etc. Operate diligently when handling rates. Ensure that there is an efficient hand over between each shift ensuring that all relevant information is passed on
  • Ensure floats are counted and balanced at start and end of shift and they are secure at all times. Blind Banking procedures are followed along with all local and Marriott policies and procedures
60

IT Office Associate Resume Examples & Samples

  • Maintain and process technology contracts to proactively facilitate renewals/replacements prior to expiration dates
  • Verify and track purchase requisitions and invoices, research and resolve any discrepancies, perform reporting as necessary
  • Perform or assist in purchases and tracking as required
  • Receive and process all documentation, purchase requisitions and invoices associated with purchases
  • Responsible for multiple spreadsheets and tools used as validation points for inventory and accounting
  • Monitors spreadsheets and tools for accurate information, billing and/or taxes
  • Monitor Fixed Asset Register, analyzing charges to ensure assets are allocated among departments appropriately with accurate descriptions and dollar amounts
  • Audit General Ledger entries to ensure validity and accuracy of charges to departments
  • Maintain data, reports, service levels and supplies for various technology assets
  • Maintain, review and renew maintenance contracts with vendors as required
  • Assist with annual budget, compiling data and producing reports as required
  • Performs special projects as requested by management
  • Cross-trains with and assist with administrative staff positions to ensure department coverage
  • Exceptional ability to process extremely detailed information with a high degree of accuracy
  • Ability to manage time, multiple tasks, and handle tasks with good follow-through with minimal management oversight
  • Regular and predictable attendance with the willingness to put in extra time as required, including unexpected overtime
  • Working knowledge of MS Word, Access and Excel, familiarity with browser based applications
  • Experience with handling purchases and associated accounting responsibilities
  • Experience with providing administrative support to large organizations
  • Exceptional customer service orientation, including the ability to handle stressful situations in a calm, professional manner
  • General knowledge of IT processes and Data Center production and procedures
  • Bachelors Degree in Business or Accounting (or equivalent work experience) preferred
61

Practice Office Associate Resume Examples & Samples

  • Schedules and confirms patient appointments and arrival. Performs other various receptionist duties and maintains reception area
  • Collects, records and receipts outstanding money
  • Prepares patient charts
  • Maintains patient and correspondence transcription records. Collects, sorts, files, locates and distributes needed information, materials, records and paperwork
  • Proof reads transcribed correspondence
  • Operates related office equipment
  • Answers and processes overflow calls
  • Performs light typing duties such as various correspondence, reports, articles or data entry
  • May prepare and maintain various statistical data
  • Previous patient relation experience, required. Previous general office experience, required. Previous physician practice experience, preferred
62

Central Ticket Office Associate Resume Examples & Samples

  • Manage relationships with the LOB contacts and ticket administrators across the U.S. Work with LOBs to ensure they place ticket orders, receive tickets, use tickets, Food & Bev orders, provide the required information and troubleshoot any issues
  • Identify, onboard and train new ticket administrators to use ticket system management processes and technologies (including Ovations)
  • Coordinate with venues on the use of the ticket assets
  • Support daily and monthly processes including monitoring ticket inventories, utilization and transaction processing. Perform quality assurance reviews and policy/procedure exceptions. Create reports and updates
  • Manage payment of invoices to multiple vendors. Track and maintain budget. Work with Finance on chargebacks
  • Partner with Central Ticket Office technology lead in recommending system enhancements to improve processes and controls
  • Partner frequently across colleagues in Central Ticket Office, S&E, Finance, Controls and Legal to successfully accomplish the role
  • Maintain procedures; update controls; assist in Audit inquiries where necessary
  • Three plus years of experience in an operations or control type function required
  • Strong data analytics and advanced Excel skills required; experience with Qlikview software a plus
  • Strong verbal and written communication skills. Strong powerpoint skills
  • Able to effectively manage internal relationships with a significant number of ticket administrators across all lines of business
  • Leadership and influencing skills necessary to reinforce training, policies and procedures
  • Self-starter. Able to anticipate, prioritize and execute against deliverables. Meet deadlines. Takes responsibility for end-to-end deliverable and resolution of issues
  • Interest in the sports & entertainment arena industry with desire to keep up on industry developments
63

Office Associate Resume Examples & Samples

  • Proposal generation
  • Job Order/Records/Sample management
  • Inspection/Test report generation
  • Generation of invoices/WIBA
  • A/R monitoring and collection of divisional accounts
  • PR/PO processing and monitoring for office/operational supplies, travel, utilities, third parties, accommodation, etc
  • Assist in processing of operation’s disbursements, payroll, bidding participation, meeting, presentation, etc
  • Handles Job Order creation and/or update records/database on job order status following the appropriate procedures for job registration and ensuring correctness
  • Prepares and dispatches document package (Certificate/LTR, Invoice, Proposal, Letter, etc.) with approved results or reports through appropriate means (by fax, mail, courier, or delivery)
  • Updates the corresponding form/documentation/record/database/facility provided or required related to the report generation
  • Maintain documents and files/keeps them on corresponding job folders and/or prepare documentation for archiving
  • Coordinates with operation or affiliate, as needed, on issues affecting the registration, proposal, reports or collection
  • Coordinates with client on required related documents or provide client of any relevant document after registration, i.e. claim stub, invoice, etc
  • Issue invoice based on received documents or other related references in the application/system provided and according to Findiv standards
  • Handles divisional account/receivables which include sending of statement of account, invoice to client, following-up of clients, scheduling of collection and coordinating with appropriate collector
  • Submit and update regularly the weekly/monthly KPI monitoring report
  • Assist in the maintenance of the Quality Management System
  • Complies with the QHSE policies including but not limited to
  • Demonstrates strong commitment to SGS QHSE Policies, Procedures, and Work Instructions by participating in safety meetings, completing required training, intervening in unsafe situations, refusing unsafe work, and complying fully with all applicable laws and regulations related to QHSE
  • Responds appropriately to emergency situations and assists other staff members in maintaining readiness to respond to emergencies within the workplace
  • In accordance with the SGS QHSE Management System requirements, disposes of, or directs the disposal of, waste generated as a part of daily work performed in a safe manner and in compliance with all waste transportation and disposal regulations and requirements
  • Reports all incidents (actual incidents and near misses) in accordance with the SGS Incident Reporting requirements
  • Uses all equipment (including safety equipment) in the manner intended and reports any damaged / lost equipment to supervisor
  • Maintain a safe and tidy worksite
  • Maintains awareness of hazards and proposes controls to supervisor, QHSE Representatives or relevant client / site contact
  • Actively participates in incident investigations and risk assessments as deemed necessary by SGS management
64

Middle Office Associate Resume Examples & Samples

  • This role supports a growing global business. The group supports a broad spectrum of products including short term investment, finance trading, and OTC derivative markets: Fixed Income, Credit and Foreign Exchange. This is a great opportunity for an individual looking to add positive value in a dynamic, global environment
  • This role is ideal for an individual who is interested in leveraging technology or finance background
  • There is considerable variety in the role, spanning business interface, systems, operations and control functions
  • BA/BS or MBA in related discipline, experience in the financial services
  • Proficiency in SQL and all MS office products, particularly Excel
  • Background in financial instruments as well as financial reporting
  • Excellent communication skills with ability to work independently
  • Ability to take on new initiatives to create operational efficiencies and reduce manual redundancies
  • Proven capacity to learn quickly
65

Office Associate Resume Examples & Samples

  • Oral communication and interpersonal skills
  • Database management, word processing, and spreadsheet software
  • Ability to produce quality work, of considerable complexity, in a timely and efficient manner
66

Temporary Office Associate Resume Examples & Samples

  • Ability to work as needed to meet department deadlines
  • Ability to quickly learn new tasks and follow directions
  • Ability to communicate professionally with employees from all areas of the organization
  • Ability to lift, carry and push 60 pounds
67

Office Associate Resume Examples & Samples

  • Insurance Pre-certification
  • Impact
  • IDX
  • Experience working in a Physician's office
  • Dictation
  • Ability to create requisitions
  • Make travel arrangements
68

Office Associate Resume Examples & Samples

  • Performs a wide variety of clerical duties which could be confidential in nature; operates personal computer to perform basic to complex typing assignments to include: enter data, draft, edit, revise, and print letters, tables, reports, and other materials
  • May greet and direct visitors, when appropriate; resolve routine administrative problems and answer inquiries concerning activities and operations of department/division
  • May answer telephone, route calls, take messages, and provide general information
  • Performs a range of staff and/or operational support activities; may serve as a liaison with other departments on basic administrative and/or operational matters
  • May establish, maintain, and updates files, databases, records, and/or other documents; develops and maintains data, and performs routine analyses and calculations in the processing of data for recurring internal reports
  • May sort, screen, and distribute incoming and outgoing mail; drafts or prepares responses to routine inquiries; prepares photocopies and facsimiles, and operates a variety of office equipment
  • May arrange meetings and conferences, schedules interviews and appointments, and perform other duties related to maintaining one or more individual schedules; makes travel and lodging arrangements, either directly or through travel agencies
  • May order, stock, and distribute office supplies
  • Performs basic, routine bookkeeping functions, which may involve simple billing and cash receipt activities
69

Wealth Management Managed Solutions Middle Office Associate Resume Examples & Samples

  • Work with business partners to document current state, propose alternate approaches and execute recommendations
  • Dig into processes to understand regional differences in operating models and shepherd in standardization
  • Participate in large scale Technology programs to drive process re-engineering and end to end thinking
  • Identify, recommend and articulate business needs to ensure a controlled and scalable operating environment
  • 3+ years of experience in working on various components of projects spanning technology/business process reengineering/operations or recent completion of an entry level operations training program
  • High level of initiative for excellence, results, and process improvement
  • Intermediate Excel skills (pivots, macros, complex nests, etc)
70

Accounting & Middle Office Associate Resume Examples & Samples

  • Accounting degree
  • Strong knowledge of domestic funds
  • Proficient in Microsoft Excel
71

Trust Middle Office Associate Resume Examples & Samples

  • Provides administrative support including answering telephones, assisting visitors, and resolving and/or referring a range of administrative problems and inquiries for Trust accounts
  • Performs transactions on Trust accounts, including account maintenance, receipt of funds, and the distribution of funds
  • Prepares or assists in preparing scheduled and/or ad hoc statistical and narrative reports by performing basic information gathering and analysis, as specifically directed
  • Establishes, maintains and updates Trust account files, databases, records and/or other documents
  • Develops and maintains data and performs routine analyses and calculations involved in preparing recurring internal reports
  • Requisitions supplies, printing, maintenance and other services
  • Maintains currency in modern office management methods and techniques
  • Intermediate level concepts, principles and practices of providing administrative support
  • Fundamental concepts, practices and procedures used in Trust
  • Performing a range of staff and/or operational support activities for Trust Officers and Middle Office
  • Preparing reports
  • Gathering and analyzing basic information
  • Establishing and maintaining files, databases, and other records
  • Performing routine analyses and calculations involved in preparing reports
  • Sorting, screening and distributing mail
  • Read, comprehend and apply business related information
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
  • Communicate effectively, both orally and in writing
  • Work collaboratively within a team environment
  • Provide a high level of customer service
72

Summer Back Office Associate Resume Examples & Samples

  • Superior verbal/written communication skills
  • High level of enthusiasm and professionalism
  • Ability to effectively work in a team environment and demonstrated proficiency with computer systems and equipment
  • We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class
73

Office Associate Resume Examples & Samples

  • Handles day-to-day operations of the departmental office
  • Performs a variety of duties to include word processing, database management, record-keeping, filing, copying, and website management
  • Answers telephone, takes messages and directs telephone calls to appropriate individuals
  • Maintains records and budget information
  • Schedules courses and handles credentialing and payroll paperwork
  • Supervises and schedules student workers
  • Assists the department head and faculty with specific assignments and special projects
  • Provides excellent customer service to all internal and external constituents
  • Assists faculty and staff with management of external and internal grants
  • Processes graduate assistants' paperwork and keeps record of hours
  • Ability to establish priorities, work independently, and problem-solve
  • Organized and detail-oriented, ability to work in an environment with interruptions
  • Ability to learn WKU enterprise systems such as Banner, Topnet, and WKU Portal
  • Positive work ethic and ability to adhere to standards of professional confidentiality
  • Ability to work well in a team and to interact professionally with a wide spectrum of individuals to include faculty, staff, students, administration and vendors
  • Ability to perform the duties and responsibilities of this position in a competent manner following the highest standards of professionalism, integrity, accountability, responsibility, cooperation and customer service
74

Project Office Associate Resume Examples & Samples

  • Strong communication skills (verbal and written) to express complex ideas
  • Excellent organizational and interpersonal skills
  • Positive attitude and ability to interact with all levels of staff to coordinate and execute study activities
  • Ability to reason independently for the purpose of assessing and recommending specific solutions in technical settings
  • Understanding of basic data processing functions, including electronic data capture
  • Demonstrated problem-solving and financial negotiation skills
  • Working knowledge of current ICH GCP guidelines
75

Office Associate Distribution Center Resume Examples & Samples

  • Proven proficiency in English language skills (reading, written and verbal)
  • Ability to move and/or lift up to 25 lbs
  • Word, Excel, Outlook knowledge preferred
  • AS400 knowledge preferred
  • Distribution Center or clerical experience preferred
  • 1st Shift varied hours, must work a weekend day
76

Practice Senior Office Associate Resume Examples & Samples

  • Minimum of two (2) year prior clerical experience, required
  • Prior customer service experience, required. Patient relations experience, preferred
  • Working knowledge of PC applications, required
77

Shipping / Receiving Office Associate Resume Examples & Samples

  • Work with others to rectify problems, such as damages, shortages, and nonconformance to specifications
  • Contact carrier representative to make arrangements and to issue instructions for shipping and delivery of materials
  • Resolve issues related to overages, shortages and damages
  • Examine contents and compare with records, such as manifests, invoices, or orders, to verify accuracy of incoming or outgoing shipment
  • Prepare documents, such as work orders, bills of lading, and shipping orders to route materials
  • Record shipment data, such as weight, charges, space availability, and damages and discrepancies, for reporting, accounting, and recordkeeping purposes
  • Contact customer to resolve discrepancies
  • Maintain correspondence with customers, including receipts, invoices (if required), and tallies. Document all correspondence
  • Provide assistance in answering the telephone, resolving distribution center problems, and providing backup to the warehouse
  • In conjunction with distribution, schedule deliveries
  • Ability to work in fast-paced, deadline-oriented environment
  • Ability to add, subtract, multiply and divide whole numbers, fractions, and decimals
  • Ability to pay close attention to detail
  • Experienced with Warehouse Management Systems (WMS)
  • Experience with Microsoft Office Suite
  • Calculators
  • Desktop computers
  • Photocopiers
78

Office Associate Resume Examples & Samples

  • Answers telephone requests for agency literature; writes orders and prepares information for mailing
  • Types complex charts, statistical reports, documents, forms, memoranda and letters including legal, terminology where an understanding of specialized terms is required to ensure clarity and accuracy; determines proper format and modes of address; proofreads for appropriate punctuation, grammar, spelling, capitalization and typographical errors; composes and types correspondence and responds to inquiries requiring knowledge of agency operations
  • Performs other duties as required or assigned which are reasonably within the scope of the duties enumerated above
79

Office Associate Resume Examples & Samples

  • Manage the departmental office
  • Provide administrative/secretarial support for the chair and faculty; requires handling confidential information
  • Manage department budgets, Marquette Financial System, and internal/external orders
  • Supervise student office worker
  • Record minutes at faculty meeting
  • Assist with coordination of documents for external reviews, promotion and tenure, college and university awards
  • Provide information to students, faculty, staff and visitors to the department (in person, over email, over the phone)
  • Build schedules for undergraduate and graduate classes
  • Coordinate with other College and University offices and departments
  • Assist in planning events (e.g., make hotel reservations)
  • Manage undergraduate advising
  • High school degree required
  • Skill using word processing software (Word), spreadsheets (Excel) and related software (e.g.,Powerpoint)
  • Knowledge of budgetary processes
  • Initiative and ability to work autonomously
  • Familiarity with university
  • Knowledge of Marquette’s processes and procedures
80

Office Associate Resume Examples & Samples

  • Oracle HR duties to include assisting with HR document processing for Graduate Biomedical Science students, including ACT documents for new and renewal appointments, terminations, transfers, funding source changes, salary increases, and salary reclassifications
  • General clerical support for the Office of Graduate Biomedical Sciences to include creating confidential correspondence to students/faculty, ordering supplies, and scheduling of conference rooms
  • Administrative support for Graduate Biomedical Science Office, including vendor payments, purchase order requisition input, assisting with recruiting events and other GBS activities, and posting dissertation flyers on campus
  • Assist with data management of GBS student electronic academic and HR records; follow-up with students regarding required university training (effort reports, HIPPA, etc.)
81

Business Office Associate Resume Examples & Samples

  • Scan all required forms of patient charts, in a timely manner all charts are scanned within 1 days from patient DOS
  • Scan chart packs, maintain and review all missing information from charts requested for billing
  • Trouble shoot ScanChart system issues when needed
  • Prepare charts preparation for admission of patients
  • Greet patients and families
  • Admit patients and process all related paperwork
  • Update patient demographics/information in system
  • Scan in all patient information (identification, insurance card, payment)
  • Collect payment due and complete proper documentation
  • Communicate with pre-op nursing staff for any delays
  • Print chart packets and PAT forms
  • Must be able to communicate verbally and non-verbally in a professional way
  • Knowledge of medical terminology preferred
  • Must demonstrate excellent phone etiquette and exceptional customer service skills
  • Must demonstrate a positive, friendly and welcoming demeanor
82

Office Associate Resume Examples & Samples

  • Formats used in written business communications
  • English grammar, spelling, and composition needed for correspondence
  • Types and uses of office equipment
  • Microsoft Office Suite including Word, Excel, PowerPoint, and Access; and programs for website development & maintenance
  • Working knowledge of office filing systems, scheduling processes, other office processes, support functions, and specialized terminology
  • Scheduling concepts and techniques required for arranging meetings and lodging/transportation reservations
  • Communicate orally and in writing with co-workers and the public to exchange information
  • Establish and maintain effective working relationships
  • Understand and apply written or oral instructions and administrative policies and guidelines
  • Maintain the confidential nature of information
  • Prepare a variety of internal reports and documents
  • Understand, interpret, and apply rules, administrative policies, and program guidelines
  • Work independently with limited supervision
83

Front Office Associate Hours Resume Examples & Samples

  • Previous experience working in a similar role
  • Previous experience working in a hospitality environment
  • Customer focused
  • Flexible approach to shifts
  • Able to work alone and within a team
  • Post all transactions on a regular basis, to ensure that all bills are kept up to date. Ensure that all
  • Charges are posted onto the correct bills
  • Performs other related tasks as assigned by management
84

Branch Office Associate Resume Examples & Samples

  • Gather and/or distribute information from Home Office personnel, advisors and clients
  • Maintain various complex calendars, reports and manuals
  • Assist Field Leaders with gathering Center of Influence (COI) contacts through social media and/or LinkedIn research
  • Ensure the branch website has current and correct information posted at all times
  • Support the Field Leaders to enable strong working relationships with advisors and W&R personnel within the branch
  • Promote good customer relations by positive, professional handling of all public contacts in the office, on the telephone, and through correspondence
  • Answer routine questions from W&R personnel and/or clients
  • Answer the telephone and route messages to others in the office
  • Act as an office receptionist by greeting visitors and coordinating visitor flow
  • Offer assistance with reviewing client transaction requests and applications for completeness
  • Offer assistance to personnel to ensure client transfer agency transactions are processed on a timely basis
  • May assist with data entry to open new accounts on account opening systems
  • Assist with NIGO (not in good order) notifications to advisors
  • Help input transactions into WRA log and assist with verifying transactions for completeness
  • Daily launch and monitoring of Docupace Uploader software
  • Open, sort and deliver incoming mail
  • Flag items that require immediate attention or special handling
  • Confirm branch mail is sent out daily
  • Ensure company issued office equipment is functioning, i.e. copier, fax machine, voice mail and telephone/internet system, etc
  • Assist with any Home Office issued installation of hardware or downloading of software and related updates
  • Order supplies to sufficiently stock the branch office
  • Assist with the preparation and submitting of co-op marketing documentation
  • Assist with the processing of payments pertaining to branch office expenses and prepare expense reports for Field Operations, and any advisor accounts receivable
  • Perform other clerical functions including data entry, copying, faxing, and filing
  • Conduct resume database searches
  • Schedule follow-up conversations and interviews with candidates
  • Administer selection tests and other applicable candidate tasks
  • Coordinate field leader communication and follow-up with candidates
  • Assist with candidate tracking via the Recruiting Candidate Tracking System (RCTS)
  • Prepare direct email campaigns through Automark
  • Facilitate approval, submission and placement of local recruitment advertising
  • Coordinate career workshops and on-campus events
  • Assist with the advisor licensing process by monitoring completion of licensing kits, regularly reviews licensing status with Licensing Department and reports to Field Leader
  • Assist with administering LIMRA tests for advisor candidates
  • Process continuing education paperwork for reimbursement
  • Help maintain I-9 forms and other pertinent verification files as directed by the Field Leader
  • Coordinate with Licensing and Transition as needed to assist in onboarding new advisors
  • Perform other duties as assigned by the Field Leader
  • Procure notary commission and perform notary services as required by management
  • High School graduate/equivalent with a minimum of 1-2 year office administration and/ or clerical experience
  • PC experience including data entry skills of 40 wpm
  • Software knowledge
  • Windows 7
  • Bookkeeping and/or good math aptitude
  • Strong verbal communication skills required, business writing skills desirable
  • Ability to handle multiple tasks in a fast-paced office environment
  • Team-oriented with excellent customer service skills
  • Strong organizational skills with attention to details
  • Effective problem solving, reasoning and learning skills
  • Procure notary commission and service as requested
85

Office Associate Resume Examples & Samples

  • Serve as primary back-up for the Executive Assistant to the President; provide direct support regarding Presidential meetings, events, calendar, travel and itineraries
  • Assist the Executive Assistant to the President in day-to-day activities that support priorities and projects of the President
  • Support the Assistant Vice President for Presidential Relations to manage and track the President’s prospect portfolio and role as chief fundraiser for the current university campaign
  • Greet and welcome guests of the President’s Office, which include university leadership, Board of Trustees, and community and business leaders
  • Prepare, compose, and acknowledge correspondence; proofread Presidential letters
  • Communicate with external contacts as well as internal colleagues as needed
  • Coordinate materials/presentations prior to meetings and events, including agendas and PowerPoint slides
  • Prepare documents using application software including MS Word, MS Excel, PowerPoint, as well as the Raisers Edge database and SharePoint
  • Staff special projects or events as needed on behalf of the Office of the President
  • Assist Office of the President staff with day-to-day activities that support priorities and projects of the Office of the President and Board of Trustees
  • Answer telephones and provide information to a wide range of constituents: students, faculty, staff, alumni, and members of the community. Direct visitors, provide information
  • Assist management of student workers and workflow
  • Assist with ordering supplies, maintaining vendor contacts, processing A/P and Purchasing forms, reconciling credit card statements
  • Develop organizational systems for the Office of the President as needed
  • Minimum of 2 years of professional experience, preferably in a higher education environment
  • Be confidential and professional
  • Appropriately represent the university when interacting with constituents
  • Possess a positive attitude and ability to collaborate with teammates
  • Possess strong written and verbal communication skills
  • Possess an eye for detail and the ability to manage multiple projects simultaneously
  • Possess strong service and analytical skills with the ability to problem solve
  • Be able to work under deadlines and effectively establish priorities
  • Work effectively in a team-oriented setting
  • Complete tasks with minimal supervision
  • Commitment to work showing a set of high standards of performance
  • Demonstrates adaptability and learns from experiences
86

Office Associate, Intercultural Engagement Resume Examples & Samples

  • Assist with day-to-day operations of the Office of Intercultural Engagement and Center for Community Service to ensure that quality service is provided to students, faculty, staff, administrators, community partners, parents and other constituencies. Attend to general office needs including phones, voicemail, email, sorting mail, keys and general maintenance
  • Perform a variety of clerical, secretarial and administrative duties for administrative team
  • Serve as a resource for students and staff about university resources and policies
  • Coordinates the student employment selection process and develops programs and activities to support student employee training, retention and recognition. Hire in student employees in Job Connection
  • Train, schedule and co-supervise a team of Office Assistants related to office procedures, files and equipment usage
  • Coordinate staff and student schedules to meet the needs of the department
  • Support directors by preparing correspondence, scheduling meetings, and maintaining files. Type and/or process a variety of correspondence, reports, forms, agendas, confidential materials and directories. Coordinate logistics and create programs for various campus events
  • Open, close and maintain first floor office areas and reservations and scheduling of these spaces
  • Greet visitors, answer phones, and direct inquiries to appropriate persons and departments
  • Assist in the processing and record keeping of entertainment contracts
  • Manage Community Service van fleet, including scheduling van use, maintaining roster of eligible drivers, attending to maintenance needs, communicating regularly with MUPD, and supervising student Van Assistant
  • Create liability waivers for departments
  • Track budgets and prepare inter-campus business forms including purchase orders, direct invoice vouchers, internal billing forms and internal order forms
  • Order supplies, maintain office equipment and serve as a liaison to off-campus vendors
  • Maintain general files and records
  • Perform other duties and responsibilities as required, assigned, or requested
  • Two years related experience required
  • Must also possess strong typing ability; well-developed knowledge of personal computers, particularly word-processing and database applications in a Macintosh environment; ability to learn and manage a database
  • Requires excellent customer service skills
  • Ability to manage and prioritize multiple tasks
  • Ability to think and act independently
  • A high degree of self-motivation
  • Must possess experience interacting with and responding to the needs of diverse populations
  • Must also possess strong typing ability
  • Well-developed knowledge of personal computers, particularly word-processing and database applications in a Macintosh environment
  • Ability to learn and manage a database
  • Knowledge of the university and the Milwaukee community desired. Fluency in reading, writing, and speaking Spanish highly desired
87

Office Associate, Sagl / OIP Resume Examples & Samples

  • Experience using Microsoft Office Suite
  • Experience establishing priorities and working independently
  • Demonstrated success with detail-oriented work
  • Experience working in a busy environment with frequent interruption
  • Excellent written, verbal and interpersonal communication skills, customer service skills, problem solving and decision making skills
  • Demonstrated success working in a team environment and interacting professionally with a wide spectrum of individuals to include faculty, staff, administration, international students and visitors and vendors
  • Demonstrated success learning and using database software
88

Office Associate Resume Examples & Samples

  • Document management (word processing, photocopying, scanning, distributing) for academic courses
  • Assist with academic course management, including proctoring and electronic grading of tests/exams, grade recording in D2L and CheckMarq, and perform other course-related coordination tasks
  • Provide daily support to patient intake process at times of peak patient volume by registering patients or responding to telephone inquiries
  • Serve as liaison to the rural outreach clinics, organizing student rotations, managing hotel accommodations, maintaining immunization records. Provide orientation paperwork for rotations, prepare student travel reimbursements
  • Organize and schedule faculty/students/patients that involve sedation in Pediatric Dentistry or are treated at Children’s Hospital of Wisconsin under general anesthesia
  • Oversee student externship agreements, credential preceptors
  • Assist with programs developed by Program in Public Health faculty
  • Provide support for annual standard patient assessment and communication exercise overseen by the Department of Developmental Sciences
  • Provide back-up administrative support to the Clinic Director’s office as needed
  • Three or more years of progressively responsible administrative office support experience, preferably in an academic or legal setting
  • Ability to work collegially and collaboratively as well as independently, to work well under pressure, and to balance competing responsibilities
  • Ability to work effectively with a diverse array of constituencies, including students, staff and faculty
  • Computer literacy, including experience with Microsoft Word, Microsoft Excel, Google Docs and a general ability to learn new software and database systems
  • Professionalism, enthusiasm and good judgment
  • Ability to maintain confidentiality of information at all times
  • Bachelor’s degree or some college
  • Ability to take initiative and to anticipate questions and problems
  • Demonstrated understanding of confidentiality in a variety of settings
89

Floating Office Associate Resume Examples & Samples

  • Show measured completion of LitWorks classes
  • Minimum of 1 year experience in a copy/mail service center environment or other service industry
  • Previous experience in a client service oriented field
  • Be personable, articulate, knowledgeable and professional in presenting oneself in a professional setting
90

Floating Office Associate Resume Examples & Samples

  • The ability to step into multiple positions and perform duties as prescribed by the Site Manager
  • The ability to travel to and become cross-trained within local DTI site locations
  • Mail Duties: Receiving, documenting, sorting, distributing, collecting, plus outgoing items
  • Hospitality: Setup/cleanup kitchens, conference rooms, etc
  • Ability to function with a high level of patience, tact and diplomacy in handling any "complaint" situations
91

Ticket Office Associate Manager Resume Examples & Samples

  • Develops and trains staff in customer service and ticket office operations
  • Serves as the primary contact for the Breslin reseating project, customer assistance and software interface
  • Serves as the primary contact for documentation for Internal Audit, ticket stock reconciliation and complimentary tickets
  • Serves as the primary contact for media sales, Junior Spartans and Group Ticket Window (consignment program), and web page design
  • Oversees the deposit of daily receipts and reconciles system reports with cash receipts and payments received from sales outlets
  • Oversees the preparation of daily reports
  • Oversees the daily student upload process
  • Manages the ticket office on performance evenings in the absence of the manager
92

Business Office Associate Resume Examples & Samples

  • Verifies insurance prior to patient's arrival, to include "Add On's and Direct Admits"
  • Requests office notes from referring physician if needed for Authorization
  • Calculating and informing patients of amount due
  • Communicating with the Dr. offices frequently
  • Daily preparation of charts for next day''s surgeries within required deadline (NO LESS than 3 days prior to surgery, for all cases scheduled four days or more in advance of surgery date)
  • Minimum 2-4 years of hospital or medical office experience preferred
  • Ability to multi-tack efficiently
93

Business Office Associate Resume Examples & Samples

  • Communicating with the Dr. Offices on a regular basis
  • Daily preparation of charts for next day's surgeries within required deadline (NO LESS than 3 days prior to surgery, for all cases scheduled four days or more in advance of surgery date)
  • Ability to multi-task efficiently
94

Middle Office Associate Resume Examples & Samples

  • Supervise the delivery of exceptional client service. Monitor communication between the Front Office and Middle Office. Ensure service levels delivered by the Middle Office to the Front Office and clients exceed expectations. Resolve complex and/or urgent problems on a daily basis
  • Monitor and Assist when needed with the daily workflow involving opening and maintaining client accounts, asset transfers and money movements to ensure accuracy and timely completion. Investigate and resolve any errors, inconsistencies, or problems. Assist in monitoring performance of analysts and determine if training is required to ensure their ability to complete their assigned tasks
  • Assist Front Office Business Units and Operations Management by leading onboarding efforts pertaining the new recruits in Chicago as well as other offices. Provide support for client portal inquiries and set-up
  • Partner with management to ensure workflow is balanced and all representatives are working together as a team. Assist in training employees on all aspects of operational processes. Provide mentoring to interns on various tasks pertaining to Operations
  • Help facilitate the implementation of new systems and required changes to procedures. Partner with Group Manager to build and align the Client Accounts Team to achieve its mission and goals
  • Knowledge of applicable regulatory rules and regulations pertaining to Client Accounts, Retirement Plans and Cash Management
  • Analytical and critical thinking skills
  • Ability to work effectively, both individually, and as part of a team
  • Highly motivated with the ability to energize others
  • 4+ years’ experience brokerage firm operations or other financial services positions
  • Series 99 or Series 7 exam preferred (willingness to complete with 6 months of hire date will also be considered)
95

Office Associate Resume Examples & Samples

  • Minimum 1 year Accounts Payable/Accounts Receivable experience
  • Basic computer skills required, i.e. Microsoft Word and Excel
  • Ability to collect past due accounts without loosing client relationship
  • Minimum 1-year accounting or bookkeeping experience including appreciation of basic audit procedures
  • One-year administration experience. Preferably in wholesale distribution industry
  • Touch ten key ability
96

Office Associate Resume Examples & Samples

  • Office Support
  • Provide general office support to center administrators, faculty and staff as necessary. Oversees and coordinates the day-to-day office functions
  • Answer telephones and provide information regarding a variety of programs. Route phone calls, direct visitors, provide forms and information
  • Maintain electronic and paper files as appropriate, and retrieve data from the database system when required
  • Purchase and maintain office supplies as needed
  • Organize calendar and meeting scheduling using Microsoft Outlook. Organize itinerary details including airline travel, car rental and hotel accommodations, as needed
  • Financials
  • Using MFS, keep track of departmental budgets and accounts, and process purchase orders, cash reimbursements, travel expenses, internal order forms, expense transfers and capital equipment purchases. Approve credit card statements for each Center
  • Work closely with Comptroller’s Office, Purchasing, Payroll, Information Technology Services, General Counsel, and other campus departments on budget issues and general policies and procedures
  • Hiring, supervising and timekeeping of student employees
  • Communication/External
  • Maintain program contact database outreach and development, managing database for communication to business connections and alumni
  • Communicate with students, advisory board members, donors, friends, and other departments throughout the University by responding to various questions and requests for information
  • Proofread & edit various types of correspondence as needed. Coordinate large mailings including mail merges, and email initiatives
  • Assist with webpage development, social media management, and promotional materials including, but not limited to, flyers and PowerPoint presentations
  • Prepare reports, correspondence and all other necessary documents using application software including MS Office, MS Word, MS Excel and MS Access
  • Assist with center events as requested. Coordinate select activities of each center focused on students, alumni and community members
  • Assist in special event work, i.e. preparations for conferences and meetings, arranging for bookings, accommodations, and payment of participants
  • Students
  • Act as a resource for students and organizations
97

Office Associate Resume Examples & Samples

  • Monitor student progress toward meeting program requirements
  • Schedule and proctor course exams for departmental faculty
  • Manage Department Chair and departmental faculty schedules
  • Provide administrative support for Dental Rounds curriculum
  • Schedule, coordinate and attend scheduled meetings; record and distribute meeting minutes
  • Update and maintain department directory/contacts, faculty manual, clinic manual, and periodontal treatment guide
  • Process credit card expense reports and expense reimbursement reports for faculty
98

Front Office Associate Resume Examples & Samples

  • Displays high level of flexibility, initiative, sincerity and team work
  • Helps encourage customer loyalty by building friendly, personalized relationships
  • Handles any guest complaints and/or remarks; provides a response as soon as possible, respecting the ibis 15-minute satisfaction guarantee
  • Ensures that all the documents, products and provisions needed for the department and/or guests are available and up-to-date
  • Applies and actively supports the hotel's pricing policy in order to increase REVPAR
  • Respects the procedures concerning invoicing and cash operations
  • Manages the cash under his/her responsibility
  • Knows and applies the hotel's security regulations (in case of fire etc)
99

Business Office Associate Resume Examples & Samples

  • Maintain cooperative and professional relationships with office and clinical staff
  • Answer phones. Provide information, take messages or redirect calls to the appropriateperson
  • Exercise skill in prioritizing assignments in order to complete work in a timely mannerwhen there are changes in workload, assignments, and pressures of deadlines,competitive requirements and/or a heavy workload
  • Collects and applies payments for self-pay, deductibles, copayments and coinsurance intothe appropriate system(s)
  • Obtain insurance verification for treatments and diagnostic procedures and record in theappropriate system
  • Verify insurance for pre-loaded appointments into Epic
100

Business Office Associate Resume Examples & Samples

  • Responsible for creating the patient estimate form and timely communication of the liability
  • Demonstrates knowledge of the organization’s Service Standards and incorporates them into the performance of duties
  • Answer phones. Provide information, take messages or redirect calls to the appropriate person
  • Assist with verifying insurance for pre-loaded appointments into Epic
  • Obtain insurance verification for treatments and diagnostic procedures and record in the appropriate system
  • Demonstrate communication skills: using appropriate vocabulary and grammar when obtaining and conveying information to physicians, nurses and staff at various levels; in person, over the phone, in writing and in electronically sent messages
101

Senior Business Office Associate Resume Examples & Samples

  • Ability to be flexible regarding responsibilities when needed. All other related duties as required
  • Exercise skill in prioritizing assignments in order to complete work in a timely manner when there are changes in workload, assignments, and pressures of deadlines, competitive requirements and/or a heavy workload
  • Assist with problem accounts
  • To qualify you must have a Requires Associate’s Degree and 2-3 years experience supporting patient accounts activities or clinical operations, or an equivalent combination of education and experience
  • Must include prior experience with automated patient accounting systems, insurance verification and third-party operations
102

CSA Office Associate Resume Examples & Samples

  • Prepare new case files
  • File documentation to maintain accurate, complete, and timely case files
  • Work with Case Managers to manage Child and Adolescent Needs and Strengths Assessment (CANS) schedule and Case Documentation necessary to maintain policy compliance
  • Maintain closed case files and previous fiscal year financial records. Prepare and submit Certificates of Records Destruction forms to Powhatan Department of Social Services (PDSS) Designated Records Officer per Community Policy and Management Team (CPMT) Records Management and Retention Policy
  • Prepare and maintain contracts for vendors, ensuring receipt and maintenance of current W-9’s, rate sheets, facility/school calendars, licenses and liability insurance certificates
  • Create and maintain provider and community based resource guide
  • Distribute and compile results of annual surveys to member agency Case Managers to obtain opinions of the current service delivery system including the following: services within the community, purchased outside of the community; the range of services provided; and an assessment of the current strengths and needs of the existing system
  • Distribute Family Surveys to all new and discharging cases. Compile results quarterly for CSA Coordinator/Family Assessment and Planning Team (FAPT) for assessment of current system
  • Copy and organize monthly FAPT and CPMT meeting documentation
  • Prepare and send monthly FAPT meeting invitations to parents, guardians, and providers
  • As Needed: Perform other related clerical duties as assigned by the CSA Coordinator
103

Office Associate Resume Examples & Samples

  • Answer, screen and direct phone calls, e-mail, and correspondence from students, faculty, staff, potential students, university offices, outside organizations, vendors, and others being responsive to questions and inquires and directing unresolved complaints
  • Serve as a resource person for all dental students and Grad Residents; a liaison between students, mentors, administrators, and the Wisconsin Dental Association; and a dental school liaison between university departments including the Bursar, Registrar and Student Financial Aid
  • Serve as a liaison between students and faculty including: processing grade changes; assigning tutors; and maintaining grade records
  • Assist in the coordination of new student orientation including: sending correspondence to incoming freshmen and speakers; arranging alumni event with alumni office; luncheon; scheduling events and speakers; and assisting with White Coat Ceremony
  • Assist students with course registration including: sending correspondence; troubleshooting errors; and helping late registrants
  • Assist in the student scholarship and award programs including: sending correspondence to students, faculty, associations and academies; collecting nominations; maintaining a spreadsheet for senior awards; ordering plaques and monetary awards; framing and labeling awards in preparation for graduation; and providing assistance to the Dental School Award Committee
  • Create and maintain manual and electronic files and databases. Update files and databases as appropriate
  • Supervise student worker(s)
  • Administer the ADA pre-doctoral dental education survey via the Internet
  • Perform any and all related duties as required or assigned
  • High School education
  • Must possess excellent customer service skills, flexibility, prioritization and organizational skills
  • Ability to organize and maintain manual and electronic filing systems
  • Intermediate knowledge of Microsoft Word, Excel, Outlook and calendar systems
  • Ability to access created networked files
104

Business Office Associate Resume Examples & Samples

  • Account Management.Research and resolve all account problems received by telephone and correspondence; address situations like account correction, rebilling or referring to an Account Representative in selected circumstances; process bad debt, bankruptcies and NSF checks; evaluate the number and type of inquiries and recommend procedural and/or system opportunities to improve Patient Financial Services communication with its customers
  • Customer Relations.May assist internal and external customers with all telephone and written inquires; respond in a prompt and accurate manner to resolve patient financial service issues; analyze individual situation and repayment ability; establish payment plan, provide the patient with alternatives to loss situations whenever possible
  • Claim Management. Prepare and submit claims to payers/intermediaries, meeting all government and third party regulations
105

Business Office Associate Resume Examples & Samples

  • Account Management.Evaluate the number and type of inquiries and recommend opportunities to improve Patient Financial Services communication with its customers; analyze individual situation and repayment ability, verify assets, real property, employment and other responsible parties; establish payment plan, providing the patient with alternatives to loss situations whenever possible; review account registrations and charge postings for accuracy
  • Communication & Customer Service. Assist internal and external customers with all telephone and written inquires; respond in a prompt and accurate manner to resolve patient financial service billing issues, account correction, rebilling or referring to an Account Representative; initiate communication with patient/family to facilitate payment for delinquent accounts
  • Leadership.Coach, mentor and train new employees; provide knowledge, expertise and guidance to a team of Business Office Associates to ensure duties are completed on time and accurately