Office Associate Resume Samples

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P Hamill

Pierce

Hamill

950 Thalia Bypass

Los Angeles

+1 (555) 377 0150

950 Thalia Bypass

Los Angeles

Phone

p +1 (555) 377 0150

Experience Experience

Detroit, MI

Office Associate

Detroit, MI

Kassulke-McDermott

Detroit, MI

Office Associate

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

Phoenix, AZ

Front Office Associate

Phoenix, AZ

Goodwin, Haley and Johnston

Phoenix, AZ

Front Office Associate

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

present

Dallas, TX

Business Office Associate

Dallas, TX

Feest Group

present

Dallas, TX

Business Office Associate

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

Education Education

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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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Accounting Office Associate Resume Examples & Samples

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

Accounting Office Associate Resume Examples & Samples

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

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

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

Office Associate Resume Examples & Samples

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

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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

Accounting & Middle Office Associate Resume Examples & Samples

Accounting degree
Strong knowledge of domestic funds
Proficient in Microsoft Excel

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

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

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

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

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

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

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

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

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

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.)

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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)

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

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