Office Specialist Resume Samples

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GB
G Beatty
Granville
Beatty
981 Adalberto Greens
San Francisco
CA
+1 (555) 404 4409
981 Adalberto Greens
San Francisco
CA
Phone
p +1 (555) 404 4409
Experience Experience
Los Angeles, CA
Office Specialist
Los Angeles, CA
Purdy, Greenfelder and Padberg
Los Angeles, CA
Office Specialist
  • Drafts correspondence; answers questions or complaints and makes adjustments within established limits
  • Responsible for people Management, including goal setting and providing performance feedback
  • Assist with hiring process: schedule interviews, arrange for parking, create and maintain internal files, create nametags, etc
  • Assist with ergonomic assessments, forms management, storeroom ordering, document management and records destruction
  • Perform reception duties in the FFSOM, including phone routing, guidance of walk-in traffic, student-staff-faculty-public greeting and assistance
  • Provide input and recommendations on areas of service improvement both from a technical point of view, but also from a process perspective
  • Responds verbally or in writing to inquiries, complaints or problems and makes necessary adjustments of a non-routine nature
Detroit, MI
Middle Office Specialist
Detroit, MI
Aufderhar and Sons
Detroit, MI
Middle Office Specialist
  • May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)
  • Explore risk mitigating measures and work together with TCF FO in providing financing solutions to clients
  • Assist in providing quality control for DWAC, Cash Receipt, Transfers and Calls
  • Developing tactical tools to assist in process
  • Assist in providing dual control element for opening and process of mail
  • Supporting coworkers in solving problems and assuring continuity of provided service
  • Enjoy working in a team and supporting one another to do a better job
present
Boston, MA
Office Specialist, Senior
Boston, MA
Ondricka Group
present
Boston, MA
Office Specialist, Senior
present
  • Assist in training student worker assistants on Room & Course Scheduling
  • Assist with department hiring process: departmental contact, schedule interviews, arrange for parking, create and maintain internal files, create nametags, etc
  • Assists with planning and coordination of Desk Manager, Desk Assistant, and summer staff training
  • Creates and manages student worker schedules
  • Assists with specialized or difficult work activities of other staff members
  • Prioritizes his/her workload to meet work unit operations
  • Reviews and resolves problems and provides assistance to others
Education Education
Bachelor’s Degree in Office Occupations
Bachelor’s Degree in Office Occupations
University of Cincinnati
Bachelor’s Degree in Office Occupations
Skills Skills
  • Ability to establish and maintain good working relationships with others
  • Regular interruptions while performing highly detailed data input and other assigned duties
  • Experience with organizational skills, attention to detail and good use of time
  • Demonstrated ability to draft, read, edit and proofread a wide variety of documents with attention to accuracy and detail
  • Excellent computer skills including proficiency in the use of Microsoft office software (such as Word, Excel, and Outlook)
  • Excellent organizational skills and attention to detail
  • Strong ability to multi-task and keep up with fast-paced work
  • Able to quickly and competently adapt and learn new procedures and skills
  • Ability to manage multiple tasks with interruptions as well as manage a heavy workload with competing deadlines
  • Excellent verbal and written communication skills
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15 Office Specialist resume templates

1

Asset Management Derivatives Middle Office Specialist Resume Examples & Samples

  • Process collateral to or from trading desk to internal systems/custodians
  • Collateral Management support for all departmentally supported products (OTC, Futures, Prime Brokerage, TBA)
  • Prepare and distribute instructions to custodians/brokers
  • Evaluate collateral requests for reasonability
  • Resolve outstanding breaks with brokers and custodians
  • Ensure settlement of daily collateral transactions and resolve issues
  • Update procedures for processing collateral transactions
  • Create and submit reports to clients and internal counterparts
  • Prime Broker support entailing cash movements
  • Potential other OTC/Futures responsibilities within the team
  • Trade Support type responsibilities such as trade confirmation, settlement
  • Testing of all core applications
  • Projects
  • Bachelor’s degree in Accounting, Finance or Business
  • Collateral experience desired
  • Trade Support experience desired
  • Derivative and MBS knowledge a plus
  • ISDA, CSA, MSFTA, MRA, Futures Agreement documentation experience a plus
  • Buy Side experience preferred
2

Middle Office Specialist Resume Examples & Samples

  • Minimum 6 months experience in institutions linked to capital markets,
  • Excellent verbal and written communication skills,
  • Computer skills, MS Office environment knowledge (very good knowledge of Excel),
  • SWIFT knowledgewill be an asset value
  • Higher education- economic profile,
  • Fluent English (spoken & written),
  • Ability to work in high stress fluid environment,
3

Middle Office Specialist / Expert Resume Examples & Samples

  • Very good command of English and excellent communication skills due to daily contacts with global brokers/custodians/3rd parties located in different countries
  • Knowledge in construction and functioning of different financial instruments will be helpful to understand and manage daily operational process
  • Experience in custody, brokerage operations or fund administration will be an asset as the parties involved in the process are: Custodians, Brokers, Funds and their managers
  • University degree in Economics or Science (students of last years of studies are also welcome)
  • Knowledge of SWIFT standard would be advantageous
  • Strong analytical skills are needed whilst using internal platforms and other tools (MS Excel skills on Intermediate level), knowledge of VBA would be advantageous
  • Being focused on details and ability to handle numerous and various tasks under tight deadlines due to processing highly critical transactions
  • Ability to work as part of the team in order to deliver results
  • For Experts positions – experience in process improvements and projects will be an advantage
4

Private Banking Investments Middle Office Specialist Resume Examples & Samples

  • Provide outstanding customer service to our internal clients - Relationship Managers, Advisors, and Product Managers
  • Develop, propose, and implement ideas for process improvements
  • Desire to ask questions and improve processes
  • Direct Private Banking experience a plus
5

Chief Operating Office Specialist Resume Examples & Samples

  • Contribute to the annual budgeting process for Investment Bank (IB) Operations globally for both compensation and non-comp expenses with focus on the Trade Validation and Control, Operations Control and Regulatory and Americas regional Operations
  • Manage overall financial and headcount budgets for the respective business areas Management Operations
  • Work with Shared Service Finance to monitor actual and forecasted spend against budget for all line items on a monthly basis
  • Manage and track headcount FTE (full-time employees) against budget and approved hiring plans
  • Manage and track all headcount reductions against budget
  • Oversee deployment processes and plans
  • Assist in preparation of materials for key senior Operations Board meetings, including review and monitoring of all monthly financial and headcount information, hiring plans, IT Change books of work and progress on control metrics (Key Risk Indicators - KRIs and Key Performance Indicators-KPIs)
  • Assist in the advancement, development and delivery of the Target Operating Models (TOMs) for Operations including TV&C and OC&R
  • Assist TV&C and OC&R in preparing for onsite, management meetings, forums, etc
  • Responsible for leading, reviewing and delivering all management presentations, town halls, etc for areas being covered
  • Contribute as needed on COO-led initiatives and projects, including communication, training, talent development, deployment, Business Continuity Planning (BCP), financials, etc
6

O&t-senior Hedge Middle Office Specialist Resume Examples & Samples

  • Middle Office support for trading operational issues on behalf of our hedge fund clients
  • Booking and maintaining new trades and amendments (OTC and Listed), as well as monitoring exceptions
  • Review term sheets and electronic/long confirmations and affirm/confirm OTC trades and settlements on behalf of our clients
  • Liaising with various parties such as Dealers, Fund managers, Prime Brokerage, OTC counterparties regarding trade issues, affirmation and settlement queries
  • Preparation of Client reports including P&L, risk and regulatory reporting
  • Review and complete trade, position and cash reconciliations, including resolving breaks
  • Understand the structure of each non generic trades including OTC and bank loans, working closely with IT and the business to ensure smooth transition of new exotic trades
  • Previous related operations experience in the Financial services industry, preferably in middle and back office roles
  • A good understanding of investment management process and operations
  • Solid knowledge of OTC derivatives such as CDS, IRS, Swaptions, etc, including trade lifecycles
  • Working knowledge of vendor platforms: Markitwire, DTCC
  • Strong communication and interpersonal skills, and ability to work under pressure
  • Good working knowledge of Excel functions and macros
  • Geneva and Calypso experience is an advantage
7

Middle Office Specialist Resume Examples & Samples

  • Contacting brokers or review electronic trade matching to ensure domestic and international trades (Fixed income and Equity) are matched on key trade information. This includes confirming various security types, such as Corporate Bonds, Government bonds, Spot and Forward currency transactions, and Equities. Instructing the custodians timely to ensure settlement
  • Running daily exception reports and review failed or unmatched trade reports to minimize risk to the Operations Department
  • Working with external vendors (such as OMGEO/CTM and GTSS) to match and allocate trades with brokers
  • Review currency forwards, confirm and instruct on the gain/loss calculation to custodians
  • Managing relationships with Brokers, Custodians and traders to ensure professional working relationships. Identifying trends of failed trades to reduce risk for missing or incorrect instructions, or system limitations
  • Providing testing of systems, generate ad-hoc reports and assist in miscellaneous projects, as needed, for enhancements or regulatory requirements
  • A bachelor’s degree in Business or Finance or equivalent working experience
  • Knowledge of the securities market and the trade settlement process
  • Working knowledge of the investment process, including Marketing, Compliance, Accounting and Administration
  • The ideal candidate will possess solid technical skills, the ability to work in a team environment, and a high attention to detail. The ability to work under pressure, meet daily deadlines, multitask, prioritize and communicate technical information to internal/external sources are also strongly preferred characteristics
  • Ability to prioritize a heavy workload, strong problem identification, research, resolution capabilities and decision making skills
  • Ability to complete work accurately and timely
8

Finance Front Office Specialist Resume Examples & Samples

  • First level university degree with a focus in business or economics recommended or equivalent experience (Accounting Background
  • Good business application skills (e.g., Microsoft Excel)
  • English and Portuguese are required
9

Programme Management Office Specialist Resume Examples & Samples

  • First level university degree or equivalent experience; may have advanced university degree
  • Typically 2-4 years of experience in an IT based project environment, either as business analyst or project lead/manager
  • Additionally, though not mandatory, experience in Global Trade Functions - Customs Regulations/Practices and/or Export Controls (eg. Technology Transfer. Export Licensing, RPL Screening, etc...) as Administered by US Export Administration Regulations
  • Strong understanding of supply chain processes (plan, source, make deliver)
  • Very strong analytical and data modeling skills
  • Very Strong communication and influencing skills; mastery in English and local language
  • Proven relationship management skills
  • Strong knowledge of Microsoft Office skills (Excel, PowerPoint, etc.), statistical analysis, and financial modeling
  • Strong project management skills to lead cross-functional teams; recognized as Subject Matter Expert
  • Strong business acumen and technical knowledge within area of responsibility
  • Strong Understanding of HP's overall supply chain strategy
  • Good understanding of national and international trade requirements to align customs/trade function with business objectives
  • Developed leadership skills including team-building and conflict resolution and management
10

Middle Office Specialist Resume Examples & Samples

  • Attend relationship calls and communicate data in a concise and effective manner
  • Proactive actions targeting at minimising processing risk
  • Participate in business initiatives, client on-boarding and document new processes
11

Middle Office Specialist Resume Examples & Samples

  • Drive strategic and tactical change initiatives through to completion. Deliver quantitative results
  • Liaise with other Sales, Trading, Product Control, GRU, and ETD to manage queries and resolve issues in a timely manner
  • Develop relationships with counterparts in EMEA and APAC in order to implement best practices approach
  • Act as a point of escalation and senior face off to front office equities businesses
  • Develop MIS that can be leveraged to drive process and behavioural changes in the F2B
  • Act as a role model by exemplifying the core behaviours of Integrity, Collaboration, and Challenge
  • 8-10 years of experience in Middle Office or Operations role
  • Thorough understanding of Cash and Derivative Equity Products
12

Senior Middle Office Specialist Resume Examples & Samples

  • Provide leadership and take an active role in the development of the newly formed Middle Office into a strong, high performing function
  • Oversee all Middle Office processes including daily pricing and valuation, limit monitoring, various reporting and analysis, investigation of issues. Ensure appropriate controls and efficient process design with a high degree of accuracy. Participate in various forums ensuring appropriate risk management approach
  • Develop and prepares detailed reports and presentations, for review by various levels of management, and will be responsible for providing periodic updates of activities to the Capital Markets Risk Management Committee
  • Working directly with multiple trading desks, including Foreign Exchange, Interest and Commodity Derivatives and Syndications, monitor trade flow to ensure trades are captured and documented properly, are within market and credit limits, and matching trades are executed according to policy
  • Develop, produce and check sensitivity metrics report. Provide other periodic and ad hoc reporting as requested, including all risk monitoring and governance reports. Tallie and log operational losses
  • Monitor the work flow to ensure successful completion of the day-to-day requirements. Escalate any issues as necessary
  • Create process efficiencies and collaborate with the Compliance and Risk Management teams to ensure risk is properly mitigated. Consider alternate workflows and internal process improvements
  • Troubleshoot issues, including instrument set-up, valuation, pricing and exposures
13

Middle Office Specialist Resume Examples & Samples

  • Minimum 6 months experience in institutions linked to capital markets
  • Computer skills; MS Office environment knowledge (very good knowledge of Excel)
  • Languages beneficial
  • Fluent English required
  • Be able to work as part of the team
14

Middle Office Specialist Resume Examples & Samples

  • Contacting brokers or review electronic trade matching to ensure domestic trades (US Dollar Fixed income and Equity) are matched on key trade information. This includes confirming various security types, such as Corporate Bonds, Municipals, Bank Loans, and Equities. Instructing the custodians timely to ensure settlement
  • Working with external vendors (such as ClearPar) to allocate trades
  • Reviewing funding memos and assignment agreement prior to settle date
  • Periodically reviewing administration details, making sure delivery instructions and contact details are current
  • 1+ year relevant work experience
  • Bachelor’s degree in Business/Finance or equivalent working experience
  • Demonstrated knowledge of the securities market and the trade settlement process
  • Working knowledge of the investment process, including Compliance, Accounting, and Administration
15

Temirtau Rep Office Specialist Resume Examples & Samples

  • Experience in currency control and customer service as a plus
  • Intermediate English
  • Able to work under pressure and meet deadlines
16

Office Specialist Resume Examples & Samples

  • Facilitate the Bank's joiner/leaver process
  • Responsible for maintenance and adds/deletes for telephone and access control systems
  • Perform routine maintenance on various systems and office equipment
  • Manage front desk responsibilities
17

Middle Office Specialist Resume Examples & Samples

  • Foster strong working relationships with internal/external stakeholders, including Oversight teams, by demonstrating committed inclusion in relevant forums, projects, business developments,
  • Support high quality of service delivered by the team,
  • Challenge the status quo, display initiative and innovation,
  • Support colleagues and peers during peak volume periods and other absence,
  • Perform root cause analysis of common discrepancies between client and broker’s instructions,
  • Ensure all Team procedures are updated, completed and maintained across all Clients and processes,
  • Ensure all issues / potential issues are escalated appropriately and in a timely manner,
  • Encourage positive and professional working environment,
  • Ensure all mandatory training is completed,
18

Program Management Office Specialist Resume Examples & Samples

  • MS Office Suite of Products (Excel, Project, Word, and PowerPoint)
  • Background in NA Delivery disciplines (project management, change management, process management an asset)
  • Critical and analytical thinking
  • Relationship management
  • Influencing and negotiation
19

Middle Office Specialist Resume Examples & Samples

  • Ensure the timely and accurate account set-up and maintenance within our Lotus Notes Account Master
  • Research and resolve all inquiries related to account data and details
  • Monthly class actions processing to our third party vendor
  • Daily position reconciliation between trading and accounting systems
  • Systems used include Lotus Notes database, Aladdin, LVTS, PAM/PFI, Invest One, GIM, Golden Source Security Master, Bloomberg and many proprietary databases
  • College degree or equivalent experience working in the investment industry in financial/fund accounting, finance, or middle/back office processing
  • High standards for accuracy and attention to detail, as well as strong written and oral communication skills
  • Ability to build relationships and work within a team environment to meet daily SLA’s
  • Knowledge of multiple security types, the securities market and trade settlement would be a plus
  • Some knowledge of MS Access, MS Excel and Lotus Notes database preferred
20

Front Office Specialist Resume Examples & Samples

  • Greet patients and visitors and directs them accordingly
  • Obtain authorization as needed to process patients for services needed
  • Check out patients either via system or manually according to procedure and distributes records according to the Employer’s protocols
  • File paperwork, medical records and correspondence according to defined company procedure
21

Middle Office Specialist Resume Examples & Samples

  • You are responsible for ensuring that you are fully aware of and adhere to internal policies that relate to you, your business or other businesses for which you have any level of responsibility
  • You are responsible for managing, controlling, and escalating risks to management within the scope of the position
  • You are required to understand and comply with the firm's operational policies and procedures as they apply to your role and responsibilities
  • You are required to act with integrity and skill, care and diligence in carrying out your duties. Your actions should always be able to satisfy high standards of integrity
  • Observe proper standards of market conduct. Responsibility to ensure that you take reasonable steps to be fully aware of, understand and comply with all regulatory requirements from all regulatory bodies that are applicable to your business
  • You are required to endorse and grow the firm�s Compliance and Risk culture in order to mitigate the risk of adversely impacting the firm's reputation
  • You are required to observe the highest standards of confidentiality to avoid inappropriate disclosure of client and firm information
22

Integrated Middle Office Specialist Resume Examples & Samples

  • 1) Total focus on service to our clients - internal and external
  • 2) Full accountability in managing risks on behalf of our shareholders
  • 3) Absolute commitment to providing the right quality of services at the lowest possible total cost
  • 4) Staying alert to the changes in our industry and our firm and having the mindset and skills to lead through these changes
23

Program Management Office Specialist Resume Examples & Samples

  • Serving as the administrator for PMO process metrics and measures of effectiveness
  • Working with the ME PMO discipline chiefs to provide logistical support for major (executive and customer) meetings
  • Managing the Rolling Action Item List (RAIL)
  • Tracking the ME PMO inventory of processes as these are being developed and evolving
  • Managing media improvements and access to the web, training, processes and tools
  • Managing the PMO roster and various distribution lists
  • Helping to develop a visibility dashboard of performance metrics
  • Supporting ME PMO ACE projects, especially those associated with EVMS improvements, CARs, and PMO Skills
  • Participating in continuous improvements through the use of ACE Operating System
24

Middle Office Specialist Resume Examples & Samples

  • Ensure the timely and accurate entry/trade flow of domestic, foreign, derivative and currency transactions for all product types
  • Research and resolve security and trade errors, importing of trade activity for sub-advisors, processing of corporate actions and class actions
  • Daily position reconciliation between trading and accounting systems, as well as broker and account mapping
  • Systems used include Aladdin, LVTS, PAM/PFI, Invest One, GIM, Golden Source Security Master, Bloomberg and many proprietary databases
  • The ideal candidate will possess a background in financial/fund accounting, finance, or middle/back office processing
  • College degree recommended, but not required
25

Operations Back-office Specialist Resume Examples & Samples

  • Daily extract, prepare and analyze orders on DW, higlighting delayed orders with each status (Pending, Confirmed and Complete)
  • A) For pending fraud hold status delays, send daily a list to Cybersource team asking them to complete delayed reviews urgently
  • B) For pending status, check inventory available on Adirace and DW and report to the Manager
  • C) For Confirmed status, look for all the orders individually in each step of Adirace, e-com import, e-com log, sales orders, invoices and invoices aprovals and check reporting what is happening with each order
  • Prepare a report with all the issues aligned with the manager and send to the team to fix (Tax Team, IT team, WHS Team, Marketing)
  • Daily prepare the reports to returns process between WHS team a CSR with pending and complete status
  • Daily prepare the report matching refunds quantities and amounts made in DW with workflow CRM and inventory
  • Daily check Carrier reports to identify delays
  • Support local risk management and reporting
  • Report Management
  • Analytics
  • Conflict solving
  • Excel Proficiency, WMS, ERP and e-com knowledge
  • University Degree
  • Experience in Operations
26

Integrated Middle Office Specialist Resume Examples & Samples

  • The MO function will support the residential warehousing business as well as the real estate finance commercial loan business and legacy desk
  • The function will primarily be responsible for the lifecycle management of the commercial loan product, lifecycle management for the legacy positions and the risk reporting for the residential warehouse finance desk
  • The MO will be responsible for overseeing the cash management and funding's as well as the securitizations/sales of the commercial loan product
  • The MO will generate and serve as gatekeeper for the weekly residential loan finance risk reporting
  • The MO will perform and own all critical core controls as well as the end of day risk reporting to senior management
27

Integrated Middle Office Specialist Resume Examples & Samples

  • Ensure accurate and timely lifecycle event processing of Cash and Derivative Equity products
  • Validate Listed instrument static data and process any adjustment related to corporate actions within the primary Equity's risk management system
  • Monitor and remediate key controls and reconciliations in order to mitigate operational risk
  • Provide insight of booking models and controls for any new business or trade flows
  • Effectively manage queries from internal partners in a timely and concise manner
  • Develop relationships with counterparts in other regions in order to implement best practices globally
  • Strengthen relationships with various Trading Desks by providing superior client service and regularly seeking feedback
  • Drive continuous improvement within the role. Deliver quantitative results
  • Communicate clearly, concisely, and effectively to all audiences
  • Increase STP (Straight through Processing) rate of all products by actively engaging IT and Change teams
  • Adhere to escalation procedures within the Equities Integrated Middle Office
28

Middle Office Specialist Resume Examples & Samples

  • Supporting steady state business activities and adherence to the defined and agreed Product Taxonomy Operating Model
  • Developing business operating model to meet new and changing client requirements
  • Managing daily resolution of product classification exceptions and management reporting
  • Maintaining integrity of the taxonomy data
  • Implementing functional enhancements to the service application as required to support consumer requirements
  • Testing of PTX code promotions for releases and business readiness testing
  • Developing tactical tools to assist in process
29

Integrated Middle Office Specialist Resume Examples & Samples

  • Face off to FO and Ops Stakeholders for the multi-asset class middle office function
  • Excellent problem solving skills & analytical skills and the ability to present ideas/solutions clearly and concisely
  • Day to Day desk support – including trade validation, trade life cycle management, reconciliations, PnL, and all trade dated controls
  • Interactions with Regional MO teams, Management as well as Trading/sales/COO at moderate level
  • Manage ad-hoc global and regional deliveries (Reporting, RCA, booking model design etc)
  • Potential to also covers Rates, Credit and FX/Bonds for the APAC FRC business
  • Solid interpersonal and client-relationship skills
  • Good communication and presentation skills
  • 2+ years FICC middle office experience or related function (Preferably have Credit / Structured derivatives experience from a IB)
  • Self-motivated and able to influence/motivate others
  • Must be passionate about driving change and have the ability to consistently deliver. Ability to manage numerous projects simultaneously and understand how to prioritize
  • A high level of energy and commitment to support the business during a period of expansion. An ability to be flexible and proactive in solving problems and issues for Operations staff. Must have a ‘can do’ approach
30

Program Management Office Specialist Resume Examples & Samples

  • The opportunity to be part of the key strategic change programs within the Investment Bank, with front to back and global reach
  • Detailed exposure to the banks key systems and downstream change programs and consuming applications
  • Exposure to senior stakeholders across multiple divisions across both the front and back office
  • Program Reporting – preparing collating and quality assuring packs for Program Status, Board and Steering Committee meetings. This will include arranging, attending and taking minutes of key meetings. In addition, tracking and getting updates on actions from project meetings to ensure they are closed out by the due date
  • Risk and Issue Management – managing, tracking and following up on Programme Risks and Issues
  • Resource Management - track current and future Program resource assignments and highlight management actions required, this may involve liaison with key suppliers to ensure appropriate contracts are in place
  • Delivery Management - Formally track and maintain control of any changes to the Program's key deliverables
  • Program Communications - Own and maintain the Program Portal and sharepoints, ensuring content is kept current and scheduling and participating in program communication meetings
  • Ad hoc support - Be prepared to support Planning, Supplier Management, Change Control and Financial Management processes when necessary
  • Developing knowledge of the Investment Bank
  • Developing a specialist Project Management Office (PMO) shared service group driving PMO excellence throughout Credit Suisse's major change programs
  • Joining a high performing team of Project, Program and Portfolio Management professionals in Wroclaw - a clear success in the bank
31

Office Specialist Resume Examples & Samples

  • Core Exchange messaging work (mainly focused on O365/On-premises Exchange integration, identity management, service delivery and management, incident/problem triage of managed services)
  • Working with engineering and Operations staff to test, implement and transition new services, or upgrades to existing services in the Exchange and O365 space
  • Support for the various existing services such as end user Mailbox provisioning, shared mailbox service, O365 integration and Exchange online service ownership
  • Provide input and recommendations on areas of service improvement both from a technical point of view, but also from a process perspective
  • Responsible for certain technical and non-technical deliverables within assigned projects and areas of responsibility, including collaboration with solution architects, engineers, operational staff and project managers
  • Reporting and Key performance indicator (KPI) statistics gathering to complement service ownership
  • A Bachelor’s degree
  • Experience with Identity and Active Directory attribute management as it relates to messaging (user objects, shared mailboxes, distribution lists, and contacts)
  • Experience with integrating internal infrastructures with Office 365 cloud environments, including security and RBAC models
  • Provisioning and synchronization technologies such as MMSSPP, Forefront Identity Manager 2010, AADSync
  • Good understanding of Azure and Active Directory in a multi forest/domain infrastructure, including authentication and authorization principles
  • Experience with Microsoft Exchange 2010 or above in large enterprises
  • Windows and Exchange PowerShell scripting skills
  • Strong documentation and troubleshooting skills
32

Office Specialist Resume Examples & Samples

  • Conducts daily banking responsibilities
  • Communicates effectively with AHQ Sales Audit via phone and e-mail
  • Provides feedback on balancing and procedures to Frontline (Cashier/CS) employees. Notifies management of any questionable discrepancies
  • Coordinates and conducts daily membership entry and updates
  • Assists with employee records and time keeping
  • Prints and routes/posts reports in a timely manner
  • Organizes and cleans office
  • Trains Operations Staff as needed
  • A detail orientation in performing accurate transactions and in following REI policies and procedures
  • Ability to communicate effectively and cooperate with others
  • Uses effective work methods and consistently meets commitments
  • Employs sound judgment and decision making skills
  • Effective communication skills-- clear, concise, and positive
33

Middle Office Specialist Resume Examples & Samples

  • Contacting brokers or review electronic trade matching to ensure Swap trades (US Dollar and foreign fixed income and Equity derivatives) are matched on key trade information. This includes confirming various security types, such as Options, Futures, Swaps and Mortgage Back Securities. Instructing the custodians timely to ensure settlement
  • Working with external vendors (such as Markit, DSMatch and Bloomberg) to confirm trades
  • Reviewing swap paper confirms
  • Confirming Mortgage back securities such as TBA’s, Specified and CMO’s
  • Associate (2-year) degree or equivalent
  • Quantitative skills with the ability to use statistical analysis and modeling
  • Strong knowledge of business operations and processes in one or more areas
  • Ability to communicate effectively on recommendations and analysis results, and establish and maintain strong relationships across the organization
  • Applies computer analysis techniques
  • The ability to work under pressure, meet daily deadlines, multitask, prioritize and communicate technical information to internal/external sources is also strongly preferred characteristics
34

Middle Office Specialist Resume Examples & Samples

  • Investigation of discrepancies between the above
  • Sending and monitoring the settlement/payment instructions to custodian banks
  • Supporting coworkers in solving problems and assuring continuity of provided service
  • Providing training and introduction for new employees
  • Ensure all mandatory training is completed within deadline
35

Ragbrai Office Specialist Resume Examples & Samples

  • Function as the main point of contact for general correspondence related to registration and merchandise
  • Answer phone calls and emails from customers in a timely manner
  • Prepare for the ride by entering all applications into our database, input and retrieve rider, club and town contact information and work closely with the temporary staff in wristband packaging and the maintenance of the registration process
  • Work closely with the RAGBRAI Director, Assistant Director and Merchandise and Media Manager during events to include set-up and tear down
  • Work at events, meetings and travel to the summer RAGBRAI event
  • Complete merchandise fulfillment, particularly from walk-in traffic and keeping our merchandise area well stocked is also an important responsibility of this position
36

Middle Office Specialist Resume Examples & Samples

  • Bachelor's Degree in finance
  • 3-6 years of experience with a fixed income hedge fund
  • Working knowledge of CDS, bank loans, fixed income bonds, IRS, FX, TBAs and Futures
  • Strong proficiency in major currencies and NDFs for FX spot, forward and FX options
  • Firm understanding of processing US Treasury, Eurodollar and Fed Funds Futures and Options
  • Ability to verify and substantiate portfolio margin across an array of products
  • Detailed understanding of how all P&L components are calculated
37

Integrated Middle Office Specialist Trial Balance Services Equities Resume Examples & Samples

  • Quantitative skills and technical acumen
  • The individual must be practically minded and have a logical, systematic approach to delivering work. The ability to work flexibly to meet deadlines in a challenging environment is a pre-requisite
  • Able to identify risks and issues using logical analysis and conceptual thinking to resolve problems
  • Will have communication skills (both verbal and written) needed to work with others in Corporate Centre and in the IB. Able to demystify technical matters by adapting his / her communication style to the audience at hand
  • Demonstrates the leadership impact to deliver strongly on mandates by using influencing skills and working across an organization
  • Able to work effectively in a team, drawing on resources within the team to deliver results efficiently, adhering to deadlines. Also able to manage and coach effectively
  • Have acquired experience of working closely with an established Middle Office in a model with well-defined roles and responsibilities
  • With the offshoring that is already underway, the individual will also bring experience of managing effective offshore relationships within a Finance function
  • Degree in Finance, Economics, Maths
  • Accounting qualification would be a plus
38

Ops-middle Office Specialist Resume Examples & Samples

  • Creating and sending pre-confirmation using in-house applications
  • Communicating with external clients via e-mail and phone regarding confirmations and settlement status
  • Setting up new accounts in internal systems by referring client fund information
  • Updating clients' SSI whenever required
  • Resolving breaks in reconciliations of intersystem and market data
  • University degree or equivalent qualification
  • Strong communication skill in both Japanese and English to manage inquiries from traders and clients
  • Good teamwork
  • Strong analytical and problem solving skills and good attention to detail
  • Proficient in Microsoft Office (especially Excel)
  • 2-3 years of working experience in Financial industry
  • Securities Sales Representative [JSDA] Class 1 or 2
39

Programme Management Office Specialist Resume Examples & Samples

  • Supporting and maintaining portfolio, programme and project level governance control procedures for managing portfolio wide initiatives, such as resource utilisation, change control, financials and portfolio development and maintenance
  • Producing and analysing portfolio, programme and Project Level Reporting to ensure projects progress against key criteria such as cost, schedule, risks, issues and benefits is accurately reflected
  • Identifying trends and improvement opportunities, highlighting proposed action plans to senior management
  • Supporting and maintaining project management methodologies, to ensure a consistent approach to project delivery is taken across the portfolio, through the use of project management tools, processes and practices
  • Encouraging an environment of continuous improvement across the portfolio
  • Ensuring alignment and compliance to the programme governance framework
  • Training, coaching and mentoring project and programme managers, in relation to methodologies, delivery processes and best practices in order to continually develop skills and capabilities
  • Working with the appropriate stakeholders and supporting business management procedures, to ensure accuracy in financial reporting and ensuring the tracking and monitoring of actual to budget
  • Completing quality assurance review checks to monitor the quality of project reporting and deliverables, to drive improvements across the portfolio
  • Proactively highlighting and escalating delivery risks and issues to senior management, providing an independent view of project and programme health
  • Providing system administration for key applications within the project delivery tool set, assisting in tool development and team training
  • Supporting the development of an environment where people management and development is the number one priority
  • Actively supporting the Chief Operating Office (COO) strategy, plans and values
  • Taking ownership for your own career management, seeking opportunities for continuous development of your personal capability and performance contribution
  • Ensuring the documentation and tracking of all requirements, plans, risks, issues, actions, costs, schedules, benefits and other related project artefacts
  • Supporting the CTO team with ad-hoc tasks such as facilitating meetings and minute-taking
40

Integrated Middle Office Specialist FRC TCS Resume Examples & Samples

  • Primarily a trade support role with embedded vendor management as well as change management from the RTB perspective. Key responsibilities include
  • Validate completeness and accuracy of the trade population and market data
  • Manage lifecycle events by notifying, actioning and validating accuracy and completeness
  • Manage and escalate the operational risk of controls run by the onshore and offshore teams
  • Face off to Front Office, COO, Operations and other control functions in order to support the business requirements. Work closely with the desk to ensure our levels of control are continuously being questioned and improved
  • Participate in front to back operating committees, production calls and offshoring forums to ensure that dependencies to processes are understood, performance is assessed, and key risk areas are managed in accordance with risk appetite
  • Partner with the business to manage and facilitate new business initiatives
  • Participate in strategic change initiatives by acting as subject matter expert. Take ownership of a delivery of a major tactical and strategic change within the multi-asset class middle office function
  • Excellent problem solving skills & analytical skills and the ability to present ideas/solutions clearly and concisely; ability to re-engineer processes by leveraging existing global / regional systems and models
  • Take an active role in transformation initiatives
41

Smartwool Office Specialist Resume Examples & Samples

  • Bachelor Degree in relevant field preferred or equivalent work experience
  • 1+ years of business experience
  • Exceptional interpersonal, written and verbal communication skills
  • Must possess exceptional organization skills
  • Ability to multi-task with high attention to detail and accuracy
  • Strong working knowledge of Microsoft applications (Word, Excel, Outlook, PowerPoint)
42

Integrated Middle Office Specialist Resume Examples & Samples

  • Co-ordinating new fund launches across various operational teams and ensuring complete and accurate set up for funds within UBSs systems
  • Running daily controls for structured fund and associated hedging activity – investigating the root cause of breaks and closing out risk within acceptable timeframes
  • Providing a point of contact for sales, trading, structuring teams and clients for the resolution of front to back risk and processing issues
  • Identifying risks and control gaps across activities and processes, taking ownership and proactively closing out risk
  • Escalating key risk issues according to the control and governance framework
  • Knowledge of Investment Bank front to back environment. - Ability to identify control gaps with a control minded approach to develop solutions. - Ability to co-ordinate and consolidate information from multiple sources. - Strong leadership and interpersonal skills - Organised mind-set with strong planning and analytical skills. - Strong Excel skills. VBA would be desirable although not essential - Good system skills and ability to work with IT partners essential
43

Trade Capital Markets Back Office Specialist Resume Examples & Samples

  • Assisting in managing all financial account entries and reconcilements within these areas
  • Confirm and settle all contracts with interbank counterparties and customers
  • Provide payment notifications with customers for floating rate settlements
  • Manage incoming non-U.S. dollar denominated foreign currency wire activities
  • Generates and provides risk management reporting of all commodity derivatives and foreign exchange transactions including spots, outrights, swaps, exotic options, collars and complex cross currency swaps
  • Interact with business customers, beneficiaries, affiliates, branches, correspondents, and other departments to solve problems, answer questions, and ensure superior customer service. Receive and handle phone calls accurately, promptly and courteously. Acts as an advisor on matters of import/export operations, and federal and foreign regulations. Skilled in negotiating language to be used in letters of credit to mitigate risk for both our customer and Associated Bank
  • Works closely with customer and internal colleagues to ensure all documentation needed is received. Validate daily balancing spreadsheet to GL and broker reports . Monitor all GL reports provided by ABC Reconciliation teams. Coordinate completed work to be imaged for records purposes. Assist customers on any miscellaneous items they may have. Research customer related and intra-bank issues, recommend a solution and provide additional follow-up. Collect/Release collateral that is required to be posted on applicable derivative products. Provide Mark to Market/revaluation reports to customers upon request
  • Working knowledge in the operational delivery of international banking products. Understand and be compliant with international rules for trade finance including but not limited to UCP 600, UCP 500, ISP 98, incoterms. Ensure compliance with company policies as well as local, state and federal regulations. Act as liaison as necessary with other organizations and relevant authorities, concerning audits and examinations. Respond to SWIFT updates and changes, Office of Foreign Assets Control and other regulatory agency recommendations by proposing and testing new system changes with IT, notifying external vendors of changes and modifying internal procedures and policies to reflect the changes to ensure the integrity and safety of the bank is intact. Perform regulatory reporting through the DTCC of all derivative activities across Capital Markets
  • Process timely trade finance transactions including draws on letters of credit, language negotiations with beneficiaries, customers, and attorneys. Acts as an advisor on matters of import/export operations and federal and foreign regulations. Must solve timely issues on transactions related to Anti-boycott compliance, Office of foreign asset control positive hits, Fin-Cen, Red Flags i.e. look at commodity being traded, is it typical for that customer, is it typical for that product to be on the shipping route the goods took, does the pricing of the commodity make sense. Ensure proper input of data as it relates to transaction processing, i.e debiting/crediting deposit accounts, general ledger and wire payments
  • Settle counterparty and customer contracts via SWIFT, ACH, Fedwire, or internal DDA. Create and send reset notices for Interest Rate Swaps and Commodity Derivatives. In conjunction with vendor systems, verify applicable USD and/or foreign currencies to be settled . Monitor multi-currency Nostro accounts by investigating variances, monitoring account balances and resolving variances by researching computer reports and systems to ensure accuracy of the bank’s financial records. Maintain Foreign Exchange, Interest Rate Swaps, and Commodity Derivatives contracts using the appropriate vendor system or internal method
  • Examine Capital Markets product revenue streams by researching computer databases, paper tracking systems and communication with external vendors to provide cost saving and revenue generation product recommendations. Monitor all profit and loss reporting by use of computer databases, paper tracking systems and internal and external reports to ensure all revenue is accounted for an the accuracy of the bank’s financial records
  • Provide assistance in the implementation and update of International Banking systems Provide feedback on vendor relationships as they relate to the delivery of international banking products
  • Attend seminars as needed to remain current on international processes. Assist in cross training on International products and services. Stay current on new policies as it relates to Capital Markets and present all possible risks and violations of policy to the Asset Liability Committee and Corporate Board via daily and monthly reports
44

Portfolio Management Office Specialist Resume Examples & Samples

  • Assisting with the further rollout of best practice project management disciplines, within the Portfolio as an operational discipline
  • Improving the skill level and capabilities of Project Managers within the Portfolio
  • Supporting and monitoring the progress of project management improvement’s within the Portfolio
  • Supporting the roll out and compliance to central Project Management Office (PMO) practices, across key control and governance procedures
  • Providing a PMO support function
  • Administrative and project management training support
  • Monitoring and assessing delivery against targets
  • Reporting project progress and status using a common format and consistent content including risk & issues, scope management, schedule summary and budget
  • Tracking resources and reporting to Management on resource allocation, demand and forecasts
  • Supporting vendor management and tracking
  • Supporting stakeholder relationship management and communication
  • Supporting/leading the annual Book of Work process
  • Supporting the Programme Director, with the roll out of governance controls within the organisation
45

Derivatives Middle Office Specialist Resume Examples & Samples

  • Knowledge of trade routing, portfolio management and reconciliation processes
  • Knowledge of Securities: Need to know basics including: bank debt, equities, fixed income, standard derivatives and where to look for information on others
  • Knowledge on OTC’s a distinct advantage
  • Knowledge of securities
  • Proven professional skills, 3+ years experience in hedge fund accounting/Middle Office operations or similar role
46

Integrated Middle Office Specialist Resume Examples & Samples

  • Knowledge of SPV Structured Credit Deals
  • Familiar with complex legal structured credit documentation (ISDA, CSA, ...) and able to transpose deal requirements in monitoring tools
  • Excel proficient and VBA knowledgeable
  • Expert at building network and connections
  • Able to respect tight deadlines and prioritise
47

Middle Office Specialist Resume Examples & Samples

  • Be passionate about doing a good job, possessing a ‘Hands-on’ and ‘can do’ mentality; be highly self-motivated
  • Enjoying working in a team and supporting each other to do a better job
  • Love details (but not losing sight of the big picture), be systematic and organized
  • Possesses good analytical skills, with an ability to understand the intrinsic transactional risks
  • Good knowledge of trade finance
  • Good knowledge of MS Office applications (particularly EXCEL)
  • A minimum of 3 to 6 years of related experience will be needed
48

Trade Management & Middle Office Specialist Resume Examples & Samples

  • Take active part in the core trade capture functions including trade capture, query resolution, client support with primary focus on OTC Derivative transactions
  • Liaise with multiple stakeholders to assist with queries as well as in review, reconciliation and processing of any other items
  • Manage, review, monitor and take action on daily items/tasks assigned
  • Take ownership over investigation and resolution of exceptions/fails/breaks raised by all Front-to-Back departments that support the business
  • Ensure all incoming inquiries and subsequent resolutions are executed according to established service levels
  • Develop a change mentality, always striving for improvement in the processes and services of the role
  • Ensure all procedures are updated, completed and maintained across all Clients and processes
  • Assist with high quality of service delivered by the team
  • Continuously develop product and system knowledge, to ensure processes and controls are in place to minimize operational, settlement and market risk
49

Trade Management & Middle Office Specialist Resume Examples & Samples

  • Participation in the core Trade Management functions including trade capture/validation, oversee report monitoring, query resolution, client support, trading risk/Profit and Loss validation
  • Products include: Credit Default Swap, Bonds, Interest Rate Swap, Options, FX
  • Management and facilitation of all trade lifecycle events – e.g. Credit Events, Clearing, Internal Risk Transfers, Corporate Actions and Succession Events, Compression Cycles
  • Ownership, investigation and resolution of exceptions/fails/breaks raised by all Front-to-Back departments that support the business – e.g. Clients, Front Office, Brokers, Vendors, External Validation, Settlements, Collateral Management, Portfolio Reconciliation, Finance
  • Assisting in the implementation of strategic systems and vendor applications. This will involve User Acceptance Testing, on-boarding/go-live support, and implementing controls to minimise operational risk
  • Involvement in the implementation of industry and regulatory initiatives through participation in internal working groups and/or external market forums – e.g. Dodd Frank, European Market Infrastructure Regulation, Global Trade Repository, Central Counterparty Clearing House Clearing
  • Regular collation and analysis of data for Management Reporting
50

Trade Management & Middle Office Specialist Resume Examples & Samples

  • Liaise with multiple stakeholders to assist with queries as well as in review, reconciliation and processing of any other items. Take ownership over investigation and resolution of exceptions/fails/breaks raised by all Front-to-Back departments that support the business (Clients, Front Office, Brokers, Vendors, External Validation, Settlements, Collateral Management, Portfolio Reconciliation, Finance)
  • Assist the Front Office to resolve PnL and Risk breaks
  • Follow escalation procedures to properly escalate challenges and difficulty with task completion
  • Continually develop product and system knowledge, to ensure processes and controls are in place to minimize operational, settlement and market risk
  • Follow up and take ownership of issues
  • Bachelor or equivalent degree in banking or finance preferred
  • Good communication skills (written and spoken English)
  • Understanding of financial derivative products
  • Flexible, proactive and self-motivated with a proven ability to assimilate and apply information rapidly and effectively
  • Able to investigate with an outstanding attention to detail
  • Highly developed analytical, problem solving, organizational, and multitasking skills
  • Ability to work independently and efficiently on several assignments simultaneously, accommodating varying levels of volume
  • Able to perform in high pressure environment
  • Results orientation with proactive problem-solving approach
  • Open to flexibility around working hours (shift work)
51

Administrative & Office Specialist Resume Examples & Samples

  • Coordinating CPIP’s administrative operations, including providing administrative and program support within the office, providing support for vendor accounts and bill payment, ensuring proper facilities maintenance, and ordering and restocking supplies
  • Supporting CPIP’s leadership with scheduling, communications and organizational needs, including planning and booking travel arrangements and organizing expense reimbursement
  • Supporting CPIP’s Programs and Events Coordinator with all phases of event planning and execution, including venue research, preparation of materials, on-site setup and management, database and file management, and overall organizational and operational support
  • Formatting, printing and distributing marketing materials and other CPIP publications and communications, including coordinating with graphic design and printing vendors
  • Assisting with daily social media tasks including tweeting, tagging, and reposting articles and blog posts
  • Maintaining CPIP’s contacts database, including organizing and updating contact information and e-mail lists
  • Answering the phones, responding to questions and e-mails, and directing inquiries to the correct resources; and
  • A bachelor’s degree is required (candidates with an equivalent combination of education and work experience will also be considered in lieu of the bachelor’s degree requirement)
  • Candidates with an earned bachelor’s degree will be given a strong preference
  • Demonstrated relevant professional experience
  • A strong interest in promoting innovation and creativity through CPIP’s academic and policy mission
  • Strong written, verbal and interpersonal communications skills
  • Excellent computer skills and a willingness to learn new software
  • Highly self-motivated and detail-oriented with an ability to advance projects in a self-directed way
  • Flexibility in responding to new projects and assignments as they arise; and
  • Marketing experience and understanding of social media channels is a plus
52

Office Specialist Resume Examples & Samples

  • Create and maintain accurate records of donor funded scholarships
  • Track, review, and send student thank you letters to donors
  • Alert the development team when scholarships need to be renewed for the next fiscal year
  • Assist the finance team in tracking scholarship deposits and disbursements
  • Exercise confidentiality concerning student and donor information
  • Document procedures to improve consistency and streamline processes
  • Support other teams with various administrative tasks
  • Experience using Excel and other Office Suite software
  • Experience with using Raiser’s Edge
53

Office Specialist Resume Examples & Samples

  • Partner with Administration and Divisions to collect data for Annual Program Review (APR) in a timely manner
  • Assist with website development for entire department and update content as directed by supervisor
  • Assist Department Chair with management of social media platforms and ensure content meets College of Medicine guidelines
  • Prepare PowerPoint presentation slides, executive summaries and materials as directed by the Administrative Team
  • Assist with the planning of conferences, meetings and department events under general instruction from supervisor; communicate arrangements to appropriate individuals
  • Assist faculty with updating and formatting their CV in UAVitae
  • Transcribe and compose letters and correspondence from rough draft or audio recording; correct grammar, spelling and punctuation errors; edit wording without changing intended message
  • Proofread journal articles and provide edits in a timely manner
  • Prepare or direct preparation of notices, manuals, agendas, travel itineraries and correspondence with all supporting documentation, requiring application of a specialized knowledge of the assigned function
  • Assist with clinical trial invoicing
  • Assist with P-Card reconciliation
  • Track organ procurement expenses and report monthly to Business Office
  • Assist Business Office with department inventory
  • Ability to work in a team atmosphere
  • Ability to complete tasks independently and meet deadlines
  • Experience with UAccess Analytics and Employee
  • Experience with Drupal Site Building
54

Office Specialist, Senior Resume Examples & Samples

  • Provide timely reply to inquiries made in person, over the phone, or via email regarding student records for students, parents, faculty and staff in line with University Policy and Procedures
  • Process student career changes
  • Evaluate transcripts
  • Accurately accept and process various reports
  • Accept and process other academic career management duties as assigned
  • Ability to complete tasks independently
  • Knowledge of FERPA
55

Office Specialist Resume Examples & Samples

  • Maintains a variety of records requiring classification and compilation of varied information
  • Drafts correspondence; answers questions or complaints and makes adjustments within established limits
  • Serves as a primary reference source to assist departments and employees in resolving discrepancies or procedural problems utilizing knowledge of specialized function; responds to technical administrative questions ensuring necessary follow-up is performed
  • Reviews reports and printouts to identify and trace sources of error and makes necessary corrections; performs technical or complex verification and reconciliation activities
  • Recommends changes to policies or procedures affecting assigned function
  • Prepares and/or coordinates paperwork relating to the financial accounting of grant funds
  • Ensures office staff are informed of new or revised procedures and any pertinent information regarding assigned function(s); updates related policy/procedure manuals
  • Checks, reviews or prepares records, reports, forms or other documents of various kinds pertinent to assigned function(s); personally investigates complicated problems or errors
  • Coordinates schedules and tracks progress of specialized work projects or departmental functions
  • Participates in special projects with staff as directed. Coordinates articles and publishes teacher education monthly newsletter articles
  • Assists with specialized or difficult work activities of subordinates or other staff members
  • Maintains calendar(s) for assigned staff, regularly prioritizing and arranging meetings, conferences and appointments; arranges necessary travel reservations and itineraries; anticipates and prepares background materials needed
  • Screens phone calls and visitors, directing to appropriate staff or department when necessary; provides information requiring comprehensive knowledge and may interpret department policy, procedure and operations
  • Plans and arranges conferences, events or meetings under general instructions from supervisor; communicates arrangements to appropriate individuals. As needed, assist with Teacher Education Seminar (TES) and event coordination and delivery. This includes scheduling, working with vendors, facilitating technology requirements, set-up, tear-down and any other logistical concerns. Arranges lunches for CASA meetings at UASV (every other month)
  • Maintain archives of program delivery to include flyers, agendas, photos, media releases and other related documents
  • Plans and prioritizes work load to meet set deadlines
  • May coordinate the activities of subordinates
  • Valid Arizona Driver’s License upon employment
  • Experience with Microsoft Office Applications (Word, Excel,Publisher, and Visio)
  • Ability to multi-task various functions and/or time-sensitive assignments simultaneously and prioritize appropriately
  • Ability to exercise sound judgment and discretion, conducting research and utilizing resources to solve student problems that
56

Back Office Specialist Resume Examples & Samples

  • Process borrower communications received via mail, fax, email
  • Review and reply to customer emails received by Payment Solutions
  • Partner with Member Support, Payment Solutions, Treasury, and Operations teams daily to complete back office transactions critical to mitigating risk
  • The ideal applicant will have a minimum of Bachelor’s degree in finance, business administration or a related field
  • Applicants must possess strong systems skills; solid collection, processing, and analytical skills; effective oral and written communication skills
  • Proficient in Microsoft Office Suite preferred (required - Word and Excel)
  • ZenDesk experience preferred
  • Timely and accurate follow through
  • Strong team player with a high level of professionalism and initiative
  • Exceptional listening and critical thinking skills
57

Office Specialist Resume Examples & Samples

  • Compiles special reports or studies where analysis of complicated or technical data is required; identifies sources and extracts necessary information; performs specialized calculations
  • Prepares and/or coordinates the preparation of recurring and special reports, tabulations or budgets unique to assigned function
  • Proficient in Google Drives
  • Proficient in Microsoft Outlook Suite
  • Familiar with providing updates to a website
  • Able to work in a fast-paced environment with competing deadlines and priorities
58

Office Specialist, Senior Resume Examples & Samples

  • Applies functional knowledge to analyze and respond to matters requiring comprehensive knowledge of department policies and procedures and research and interpretation of a variety of levels of information; authorizes exceptions to policy within defined limits
  • Analyzes and resolves difficult problems or provides assistance to others on difficult assignments
  • Coordinates or performs data collection, analysis, reporting, documentation and other duties to ensure accurate and timely processing or development of required reports
  • Recommends new or revised department policies and procedures; coordinates and implements approved changes in policies and procedures affecting assigned function; updates affected policy/procedure manuals
  • Maintains unit documents such as ledgers, personnel records, budget data and financial records; ensures adherence to policy and procedure and monitors/checks for accuracy
  • Coordinates, schedules and tracks progress of specialized work projects or departmental functions
  • Responds verbally or in writing to inquiries, complaints or problems and makes necessary adjustments of a non-routine nature
  • Acts as primary contact for assigned function with outside organizations or other departments; responds to technical administrative questions and ensures necessary follow up
  • Participates in special projects with staff as directed
  • May supervise, monitor or coordinate the activities of subordinates
59

Administrative & Office Specialist Resume Examples & Samples

  • Coordination of doctoral admissions and enrollment (DNP and Ph.D.), including the preparation of applicant lists, issuance of decision forms, student database tracking, and maintaining Blackboard student resource sites
  • Coordination of travel arrangements and reimbursements for faculty and for guest speakers
  • Assisting with updates to biosketch data to support grant activities, and working with SoN faculty and the CHHS Office of Research and Program Evaluation on grant-related activities for faculty research and student funding grants
  • Coordination of meetings and official program events (e.g., Research Day, Ph.D. dissertation defenses, DNP practice inquiry defenses), including management of faculty appointment calendars
  • Managing adjunct faculty and student worker hires, including generating contracts, entering information into Mason databases, and verifying completion of hiring activities; and
  • Ordering and purchasing supplies, adherence to purchasing regulations, disbursement of academic funding for students (e.g., GRAs, GTAs), and tracking
  • Must be familiar with Microsoft Office suite programs, including Excel and Access
  • Strong customer service and communication skills; and
  • Ability to work independently on projects and collaboratively with others on the administrative team
  • Bachelor’s degree, or an equivalent combination of education and experience; and
  • Experience in research-related activities—such as grant preparation, and document and manuscript preparation—is desirable
60

Office Specialist Senior Resume Examples & Samples

  • Experience working with the development of queries and interpretation of results from the T2 Flex Parking MIS or other large database system containing multiple levels of information in a high customer volume and complex environment
  • Experience in preparing professional business correspondence and management reports all the while adhering to tight deadlines, policies and procedures with frequent need to provide immediate service to customers in person and on the phone
  • Experience working in an environment requiring a high degree of organizational skills balanced with customer service skills in assisting the general public, such as may be found in retail, banking, and the food industry
  • Experience with Microsoft Office Applications
  • Experience in the development and use of reports requiring tabulation of data from a variety of sources
  • Two years’ experience with handling cash and other negotiables
  • Evidence of completion of college level courses in business or other fields related to the job
  • Experience in maintaining accurate records and filing of documents
  • Evidence of effective verbal and written communication skills, including accurate grammar and spelling
  • Evidence of a valid driver’s license with an acceptable driving record (an MVR will be conducted)
61

Office Specialist Senior Resume Examples & Samples

  • Experience in customer service and public contact
  • Experience in scheduling
  • Experience in work that requires attention to detail and good organizational skills
  • Experience in retrieving and updating information on database systems
  • Experience in working in a team-oriented environment as well as working independently
  • Experience in multi-tasking and coping with quickly change priorities and deadline constraints
  • Demonstrated knowledge of supervisory practices and principles
  • Experience with event/meeting planning
62

Office Specialist Resume Examples & Samples

  • Experience in a high volume multi-line call center
  • Experience with customer service functions by greeting visitors, answering questions, responding to telephone, in-person and email inquiries
  • Experience recording, filing and updating documents
  • Experience with a CRM (salesforce)
  • Experience with PeopleSoft or other Student Information Systems
  • Experience with data entry; MS Office Applications (i.e., Word, Excel, Outlook)
  • Demonstrated knowledge of office equipment
  • Evidence of effective verbal and written communication skills
63

CTS Business Office Specialist Resume Examples & Samples

  • Work with the CTS business office Resource management contact and staffing to process global directory changes (manager, location, and/or GOC changes) and also ensure that CTS Span of Control/layers are within CTO management guidelines
  • Provide support on the direct financial activities related to headcount, software contracts and fixed price contract execution and to ensure propoer maintenance of the resource database
  • Act as the subject matter expert for financials and headcount in PTSW aligned to green dollar financials as well as the investment category and other PTSW regulations
  • Track all the spend related to the AML Expenses and Core Compliance expenses and provide financials / back-up information to facilitate tracking in the central financial packages. Also track the AML expenses / forecast centrally and provide monthly reporting packages on direct spends / allocations with regions
  • Review and monitor work efforts to ensure proper capitalization. Help teams maintain the required information in PTSW in line with the financial controller requirements to qualify for capitalization
  • Track all financial transfer requests across groups in CTO and ensure green dollar changes are captured
  • Review applications nearing retirement or that have retired, to ensure projects are using replacement applications to maintain capitalization of the assets
  • Work with the CTS business office contract execution contact to facilitate tracking of invoices on a monthly basis for reporting as well as payment with procurement for T&M, FPC and Software across CTS as needed
  • 3+ years work experience with strong proven background in financial reporting, financial systems, managing performance metrics in an entity with global reach and complexity
  • Experience in Citi financial systems / Technology systems is a plus
  • Ability to interact with Senior Management
  • Be able to take ownership for projects and leadership in situations
  • Must be a motivated, self-starter who can independently handle tasks with little oversight
  • Strong follow-up skills; demonstrated accountability for role and responsibilities
  • Effective interpersonal skills and ability to participate in "virtual" and cross-teams
  • Excellent Microsoft Office skills (Excel, Word & PowerPoint)
64

CTI Business Office Specialist Resume Examples & Samples

  • Liaison with the CTO Risk & Controls Team to manage and report on controls activities within CTS. Educate and assist the CTS portfolio with their controls issues
  • Act as the subject matter expert for risk & controls. Work with CTS Team and Risk & Controls Team to develop solutions and/or corrective action plans for controls issues
  • Track all the spend related to the AML Expenses and Core Compliance expenses in regards to CTI/Hardware and provide monthly reporting to show CTI/Hardware spend across the CTS Portfolio
  • Provide oversight for all architecture mandates and ad hoc tasks to ensure they’ve executed and delivered in a consistent manner across the CTS Portfolio
  • Analyze and suggest process improvements within the CTS Business Office. Provide automated solutions to manual processes in order to improve efficiency and productivity within the team
  • Perform the SharePoint Lead Webmaster role for CTS. Assist the CTS organization with SharePoint development & management. Provide oversight to all SharePoint sites in CTS to ensure they’re adhering to CTO best practices
  • Track all the spend related to the AML Expenses and Core Compliance expenses in regards to green dollar targets and ensure all portfolios in CTS remain in their targets
  • Perform the MCA Lead role for CTS. Perform monitoring of all risk & controls in the CTS portfolio and determine need for enhancements/improvements with controls. Provide presentation to STLT on a quarterly basis to showcase risk rating for CTS Portfolio
  • Responsible for ensuring that all regular reporting and ad hoc tasks are delivered in a timely and consistent manner across all areas of the organization
  • Should be able to take on expanded role covering other aspects of the business office related to working with procurement and staffing on execution of workorders
  • Should have the oversight into the BOW to be able to provide adhoc senior management reporting and creation of executive decks
  • Should be able to work with Senior clients in providing the transparency in the BOW related questions / financials and resolve client issues in a timely manner with clear communication
  • 10+ years work experience with strong proven background in financial reporting, financial systems, managing performance metrics in an entity with global reach and complexity
  • Strong Communication skills
  • Be able to work under time pressured situations
  • Solid project/time management skills
65

AGS Front Office Specialist Resume Examples & Samples

  • Demonstrates effective, clear and professional written and oral communication
  • Provides prompt and efficient service to Amazon Sellers and Merchants including the appropriate escalation of Sellers’ issues
  • Maintains a positive and professional demeanor always portraying the company in a positive light and effectively managing sensitive issues
  • Demonstrates excellent time-management skills and the ability to work independently while using departmental resources, policies and procedures
  • Contributes to a positive team environment and proactively aids team members with difficult contacts as needed
  • Maintains acceptable performance metrics such as quality, productivity, first contact resolution, and attendance
  • Actively seeks solutions through logical reasoning and data interpretation skills and identifies trends to appropriate channel including improvement suggestions
  • Liaise with other departments such as Customer Service, Merchant Investigations, or Payments teams as required to resolve Seller’s issues and questions
  • Education: 3rd level qualification preferred
  • Language: Chinese/English
  • 6 + months experience within a customer service /contact centre environment would be an advantage
  • Demonstrated desire to expand skills into new areas
  • Technical (Computers & Internet) savvy is required. Desired skill-sets include MS Office Application Excel and Internet Explorer / Mozilla Firefox
  • Business acumen in areas of e-commerce and retail is advantageous
  • Process improvement awareness and experience
  • Enthusiasm and strong self-motivation
  • Strong prioritization and time management skills, with a high degree of flexibility
  • Ability to embrace constant change with flexibility and good grace
  • Demonstrate appropriate sense of urgency and adaptability in response to changing business needs
  • Demonstrates effective communication, composure, and professional attitude
  • Exemplary performance record, particularly with regard to quality & productivity
66

Global Markets Middle Office Specialist Resume Examples & Samples

  • Supports existing portfolio of clients, addresses client problems as they arise and takes action to develop solutions, handles multiple demands and competing priorities, and meets all deadlines
  • Actively and effectively supports client portfolio including, but not limited to: fielding customer inquiries on statements and providing MTM valuations and payment notices, providing periodic trade data for annual review process
  • Reconciles all general ledger Income accounts associated with IRP activity
  • Low to Moderate level of direct client interaction and can resolve issues related to products and administration with client directly
  • Offers ideas and solutions to address issues and validates with Middle/Front Office as needed prior to putting into action
  • Exhibited competency in financial analysis and deal structuring, understanding and application of interest rate product knowledge and internal policies, and ability to provide top-tier client service
  • Capable of interpreting and detecting issues with trades, PnL components, client confirmations and notices
  • Independently ensures that all monitoring and tracking requirements are met and that all documentation is on file for new/existing clients and transactions
  • Able to compare reconciliation reports and identify potential issues
  • Able to multi-task and meet the high level demands of the multiple time sensitive reporting requirements
  • In-depth knowledge of related legal, credit and other client documents
  • Familiarity with industry standard derivative technology (Calypso, Markit, etc.)
  • Displays strong verbal and written communications and interpersonal skills
  • Displays competency with critical and analytical thinking and is able to identify connections between issues and actions needed to resolve issues for clients within the portfolio to ensure seamless Front Office support and continued compliance with credit and risk policies and practices
67

Office Specialist Resume Examples & Samples

  • Experience handling cash
  • Evidence of effective written and verbal communication skills
  • One year parking experience
  • Evidence of effective customer service interaction with the general public
  • Experience in maintaining accurate records
  • Demonstrated knowledge of ASU campus and parking areas
68

Office Specialist Resume Examples & Samples

  • Prepare event and monthly summary reports on revenue, expenses, and activity
  • Using knowledge of the Special Events unit, resolve a variety of daily and non-routine decisions affecting assigned functions for the unit, responding within established limits
  • Compile and document accounting and business procedures, practices and controls related to the Special Events unit’s functions and tasks
  • Prepare billing invoices per event for the PTS Business Office
  • Maintain Service Request’s and Set-up Requests’ logs
  • Assist Coordinator with Event staffing
  • Prepare “sign-in timecards” for each event
  • Compile timekeeping summary report after each event, for Program Coordinator’s signature
  • Assist with field set-up, staffing and other event activity as required
  • Assist with mall gate openings
  • Prepare worksheets for each event
  • Prepare special event parking passes
  • Assist Coordinator with Event planning activities
  • Assist Coordinator with special projects and requests for information
  • Answer phones and provide general and event-specific information to callers
  • Act as back-up for the “Summa” decal cutter
  • Assist other staff with decal and sign-making requirements
  • Report on supply status on a monthly basis
  • Prepare order paperwork when inventory reaches a set minimum level
  • Forward paperwork, order and receiving report, to the PTS Business Office for payment
  • Maintain spreadsheet information used for section statistics
  • Maintain files and set up new filing system when required
  • Previous computer experience including MS Word and Excel
  • Prior experience in recording and compiling material for reports
  • Basic accounting/billing experience
  • Ability to drive according to the University Fleet Safety Policy. (this includes having a current valid driver’s license or will upon hire)
  • Prior experience using database programs
  • Previous inventory experience
69

Programme Office Specialist Resume Examples & Samples

  • · A good SAP knowledge
  • · Familiar with the Honeywell systems (Fieldglass)
  • · Previous Administration experience
  • · Good Cummunication skills
70

Office Specialist, Student Services Resume Examples & Samples

  • Schedules appointments for the Cronkite School’s Academic Success Specialists
  • Provides office operations support such as opening and closing the office every day, receiving and screening telephone calls and visitors
  • Provides excellent customer service to the Cronkite School’s constituencies—students, parents, faculty, staff, etc
  • Communicates with customers, both internal and external in a positive and professional manner
  • Maintains Academic Success Specialists’ calendars
  • Maintains record-keeping systems
  • Directs students to appropriate person for program guidance
  • Provides contact point for enrolled and prospective student information
  • Investigates, evaluates and resolves problems within scope of position
  • Utilizes software programs as needed
  • Works collaboratively and collegially with academic units and services throughout the Cronkite School and across ASU to facilitate comprehensive student support
  • Attends and participates in staff meetings, professional development seminars and other student support related meetings
  • Evidence of a Bachelor Degree preferred
  • Experience managing a receptionist desk and telephone customer queries and support
  • Experience with Microsoft Office Suite, especially Outlook and Outlook scheduling
  • Demonstrated knowledge of customer service principles and practices
  • Experience in understanding and resolving problems in needed time frame
  • Experience in communicating professionally and courteously with customers at all levels
  • Experience in basic arithmetic
  • Demonstrated knowledge of office procedures
  • Experience in interacting with a diverse population
  • Experience with ASU academic structure and organization as well as various academic programs, colleges and departments
  • Experience with ASU databases/systems (Dashboard, PeopleSoft, MyReports, ETC)
71

Office Specialist, Senior Resume Examples & Samples

  • Researches various levels of information
  • Reviews and resolves problems and provides assistance to others
  • Maintains daily, weekly and /or monthly reports such as Custodial Services budgets, vehicle maintenance records, uniform expense and other reports as needed
  • Coordinates schedules and tracks progress of specialized work projects or departmental personnel
  • Processes a wide variety of requests for service in a timely and accurate matter
  • Valid drivers license upon employment
  • Proficient computer skills including Microsoft Office, Microsoft Word, Excel, Access and Project
  • Ability to maintain attention to detail
  • Prior experience in a University setting
72

Office Specialist Resume Examples & Samples

  • Experience working in a front office and healthcare environement
  • Experience in scheduling and management appointments
  • Experience in utilizing an EHR (electronic health record) system
  • Evidence of effective communication skills, written and oral
  • Experience in customer service skills
  • Experience in utilizing phone queue systems
73

Office Specialist Senior Resume Examples & Samples

  • Experience in a call center environment
  • Experience using a work order systems (e.g. WebTMA)
  • Experience using a multi-line phone system
  • Demonstrated knowledge of Microsoft Office applications (e.g. Word, Excel, Outlook)
74

Office Specialist Resume Examples & Samples

  • Front desk reception and customer service
  • Initiate purchasing card orders; process appropriate paperwork and reconcile transactions
  • Prepare and/or reviews check requests, stores order forms, IB’s, travel expense reports and purchase orders
  • Interact and effectively communicate with faculty, technical personnel and University departments/service units
  • Maintain files and various databases
  • Plan and prioritize work load to meet deadlines
  • Recommend changes to policies and procedures to improve efficiency
  • Familiarity with University forms
  • Experience with University Financial Records System
  • Knowledge of University policies and procedures involving purchasing and travel
  • Experience with website maintenance
75

Office Specialist Senior Resume Examples & Samples

  • Demonstrated knowledge of FERPA
  • Experience with providing customer service in a team environment and in a high volume service location
  • Experience in retrieving and updating information in a student information system (e.g., PeopleSoft)
  • Microsoft Office applications (i.e. Word, Excel, Outlook)
  • Experience in resolving complex issues and researching non-routine inquiries received by students, faculty, and staff; University departments and advising units
  • Demonstrated knowledge of University and/or financial aid policies and procedures
  • Evidence of effective verbal and written communications
  • Experience with CRM systems, (i.e., Salesforce)
  • Experience establishing and maintaining effective working relationships with faculty, staff, student, zommunity partners and other stakeholders
76

Office Specialist Senior Resume Examples & Samples

  • Demonstrated knowledge of principles, practices and procedures in field of program, project, or initiative expertise
  • Demonstrated knowledge of basic project management.Knowledge of booking travel
  • Experience in designing presentation materials
  • Experience in maintaining and contributing to websites
77

Office Specialist Resume Examples & Samples

  • 2 year experience in outpatient clinic, physician office or health care setting
  • 1 year experience with medical billing, coding
  • Knowledge of medical terminology and medical insurance payers
78

Office Specialist Resume Examples & Samples

  • 1 year previous Patient Scheduling, Registration experience
  • Scheduling experience in a healthcare setting
  • Customer service and strong telephone communication skills
  • Experience/comfort dealing with the public, medical terminology, clerical skills (including computer competence)
  • A basic knowledge of CPT/ICD-9 codes
  • Experience with computers and Microsoft Office, including Word, Excel and Powerpoint
  • 8 years RN clinical practice with varied settings of experience including acute care, homecare and long-term facility care experience, preferred
79

Office Specialist Senior Resume Examples & Samples

  • Evidence of being bi-lingual- English/Spanish
  • Experience in communicating in a multi-cultural setting
  • Experience working with a diverse population
  • Experience in work requiring effective organization skills
  • Demonstrated knowledge of office and administrative practices and principles
  • Experience in using Microsoft Office software
80

Office Specialist Resume Examples & Samples

  • Experience and knowledge of Microsoft Office Suite
  • Cash Handling experience is a must
  • Experience in parking (1 year)
  • Evidence of a valid Arizona Driver’s License
81

Office Specialist Resume Examples & Samples

  • Maintain a variety of medical records in the Electronic Medical Record database (PNC)
  • Receive and process online, fax, mail, and in- person immunization and other medical records
  • Update the UA student record in the University system (UAccess) once they are compliant
  • Assist the Office Specialist, Sr. with medical record releases
  • Immunization audits, working with PNC and UAccess by utilizing Excel
  • Scanning documents accurately
  • In-person customer assistance
  • Additional duties as assigned by the Program Coordinator
  • Proficient in Microsoft Office; specifically in Excel, Word and Outlook
  • Computer literate; must be able to navigate between various databases and keep current with email
  • Knowledge of FERPA & HIPAA policies
  • Skill in the operation of a variety of office equipment: phone, fax, copier, and printer
  • Excellent customer service, communication, phone, and people skills
82

Office Specialist Resume Examples & Samples

  • Experience in providing customer service in a high volume service location; managing high volume counter and telephone customer queries and support
  • Experience in work that requires being organized and detail oriented
  • Evidence of verbal and written communication skills
  • Experience in retrieving, processing and updating information in a student information system such as Peoplesoft
  • Experience in using internet-based research tools and Microsoft Office applications (Word, Excel, Outlook)
  • Demonstrated knowledge of higher education registration and enrollment policies and procedures
  • Experience in working in an environment subject to quickly changing priorities
  • Experience in recording and compiling material for reports
83

Office Specialist Resume Examples & Samples

  • Experience working within a Higher Education environment
  • Demonstrated knowledge of leadership practices and coordinating activities of others
  • Experience with Microsoft Office (Excel, PowerPoint, Word, Outlook)
  • Experience in using organizational and multi-tasking skills
  • Experience in prioritizing work and meeting deadlines
  • Experience in establishing and maintaining effective working relationships
84

Office Specialist, Senior Resume Examples & Samples

  • Provide day-to-day administrative support for the Director of Global Programs and Associate Dean for Programs and Global Initiatives
  • Provide administrative support for and assist in the recruitment, enrollment, orientation, assimilation, and nurturing of international students, visiting scholars and non-JD students
  • Assist admitted international students and visiting international scholars in regards to immigration issues, including securing visas for entry into the U.S. and summer and post-graduate work-permission
  • Participate in planning and execution of programming related to global issues
  • Provide logistical support to visiting foreign faculty and other foreign dignitaries
  • Perform or coordinate data collection, analysis, reporting, documentation and other duties to ensure accurate and timely processing of information and reports
  • Maintain confidentiality while working with student related issues
  • Utilize knowledge and experience of computer software such as Word, Excel, Access, Power Point, Outlook, etc. to complete work assignments in an accurate and timely manner
  • Advanced knowledge of Microsoft Office products including Word, Excel, PowerPoint, Outlook (including calendaring) as well as other software and administrative tools such as Adobe Professional, Google Docs
  • Student services experience, and particularly experience in the recruitment and provision of services to international students
  • Experience with the administration of international programs and services at the college or graduate level
  • Working knowledge of Federal and State regulations related to immigration and VISA processes
  • Knowledge of University policies and procedures
  • Prior experience with marketing, including international marketing
  • Knowledge of Social Media (Facebook, LinkedIn, Instagram, Twitter, etc.) and other online communication tools such as Skype, GotoMeetings, Zoom.US, Blackboard, etc
  • Professional proficiency in a second language, with a particular preference for Mandarin, Spanish, or Portuguese
85

Trust Middle Office Specialist Resume Examples & Samples

  • 1-3 years' experience in financial institution, accounting or administrative support role
  • Experience with Microsoft Office, Excel
  • Trust administrative experience preferred
86

Office Specialist Resume Examples & Samples

  • Act as the “face” of and “go to” person for managing office and copier supplies, and for receiving applicable building and maintenance personnel
  • Receive and store office supplies in a locked cabinet and dispense to employees upon request
  • Manage the office sundry equipment (i.e. mouse, power cords, power bars, etc.) – see office supplies above
  • Regularly check all copiers are in good working order and that toner and paper are stocked
  • Facilitate calling Iron Mountain for early retrieval when bins are full and replacement bins are required
  • Work with Business Support and other applicable teams at YSC to provide access to the building for maintenance personnel (technical, facilities, etc.), ensure work is complete, manage required return visits by maintenance personnel, and update applicable teams of the progress
  • Conduct regular rounds through meeting spaces and common areas (kitchens) to ensure spaces are orderly, chairs in place, and common set of supplies are stocked
  • Manage mail receipt and distribution to floors and courier receipt and dispatch
  • Work with, and be primary liaison for, building’s property management and facilities management resources to ensure they have access to the building and confirm applicable work is complete
  • Proactively understand and develop strong working relationships with points of contacts for the floors to ensure high level of service delivery
  • Facilitate the sign out and return of projectors ensuring the technology is in good working order
  • Proactively look for areas of efficiency and provide additional support as time permits. For example, but not limited to: update Serraview and distribution/floor phone lists, create name plates for new hires, place office supply orders, distribute TTC passes, etc
  • YSC2 – 7th floor only – Manage the report of items that require replacement due to theft or no longer working
  • Interacts and collaborates regularly with employees, executives, their representatives, and colleagues to accomplish administrative or operational tasks
  • Interacts with suppliers/vendors depending on the requirement
  • Interacts with EI Technical Support to report and follow up on technology issues
87

Back Office Specialist Resume Examples & Samples

  • Ability to think analytically, use strong research skills, and apply best practice/experiences during account research
  • Flexibility and the ability to multi-task and work independently
  • Effective communication skills and ability to think strategically/broadly
  • Basic knowledge of the following applications: Microsoft Word, Excel, Outlook
88

Office Specialist Resume Examples & Samples

  • Evidence of being a recent School of Music graduate preferred
  • Evidence of a Bachelor's degree in music or related field
  • Demonstrated knowledge of higher education and arts administration
  • Experience in using Microsoft Office applications
89

Trade Management & Middle Office Specialist Resume Examples & Samples

  • Minimum education to degree level or equivalent
  • Outstanding analytical and good Excel skills
  • Ability to work efficiently and accurately in a highly pressured environment
  • Solid team player with exceptional interpersonal skills
  • Ability to multi-task, work to intraday deadlines and accommodate varying levels of volume is essential
  • Demonstrates pro activity, is able to problem solve and adapt to change
  • Exceptional attention to detail with a desire to question/improve processes
  • Confident communicator with experience of direct and regular working relationships with front office personnel
  • Open to flexibility around working hours
90

Trade Management & Middle Office Specialist Resume Examples & Samples

  • LI-MS1*
  • Good English communication skills (written and spoken)
  • Higher education – economic/financial profile or similar as an asset
  • Experience in institutions linked to capital markets would be a solid advantage
91

Global Markets Middle Office Specialist Resume Examples & Samples

  • Support across the Front, Middle and Back Office Global Markets teams located in Boston, MA and East Providence, RI
  • Trade Processing within WallStreet Services - the Global Markets core FX trade capture application
  • Daily creation and validation of P&L
  • Strong working knowledge of industry standard Foreign Exchange agreements and terms contained within
  • Creation and dissemination of daily, weekly, and monthly reporting. Reports may include (but are not limited to): documentation tracking, Client valuations, MTM statements, and various risk/credit exposure reporting
  • Management and oversight of regulatory reporting to Swap Data Repositories
  • External customer support
  • Reference data maintenance(client onboarding documentation, credit limit monitoring)
  • Counterparty analysis, assignment and maintenance within core applications (Calypso, WallStreet, Adaptiv)
  • Understanding of internal process and models for calculating and applying VaR, MTM and de Minimis exemption
  • Gather, document and analyze data in an effort to assist the Front Office with implementation of new products and strategy
  • Working knowledge of Visual Basic for Applications (VBA), Microsoft Access database creation and maintenance, advanced Microsoft Excel (Macros & V-Lookups) strongly preferred
  • Familiarity with F/X SWIFT standards (payments and confirmations) and industry standard settlement practices
  • Prior experience with WallStreet Systems and Calypso preferred
  • Experience with key industry middleware(SEFs (Bloomberg, FXAll, 360T), Swap Data Repositories (DTCC, Univista), Integral, FX Matching platforms (GTSS/Misys) and IHS Markit preferred
  • Demonstrable understanding of industry regulation – particularly Dodd-Frank – and subsequent impact to Global Markets business
  • The ideal candidate will demonstrate a working product knowledge across both listed and OTC derivatives, with a focus on Foreign Exchange(Spot, Forward and Non-Deliverable) and FX Options
  • Capable of detecting, interpreting and effectively socializing complex issues
  • Able to multi-task and meet the high level demands of time sensitive responsibilities
92

Back Office Specialist Resume Examples & Samples

  • Provide telephonic technical support to our franchisee network and BP staff and system vendors for the site management system
  • Provide technical assistance and advice to the franchisee for problems relating to the following areas: Price Book and Site Promotions
  • Provide technical remote support to the franchisee via dial-up on Connect Remote
  • Follow-up on system related issues that have been logged with the different system vendors
  • Analyse, action and follow-up on calls logged by the franchisee
  • Provide daily reports and manage open and closed calls which have been logged to ensure that these are kept within the System Support Offer
  • Ensure that correct and current software updates and fixes are downloaded to site timeously
  • Assist franchisees with Stock Control and Local Account queries
  • Restore, rebuild and repair site data where data loss or corruption has occurred
  • Monitor and control all the daily functions and activities of the back office team
  • Monitor, follow up and report on all barriers to process efficiencies and completion
  • Process all reporting required for the role
  • At least 2 years in forecourt control systems and or technical systems aptitude. Must have worked in a technical call centre environment. Must have a high level of experience in controlling and monitoring daily functions in these activies
  • Ability to interact effectively with others
  • Able to work woth others to make a difference
  • Good investigative and analytical skills, able to prioritise work and meet strict deadlines
  • Customer focused, service oriented and performance driven
  • Expert IT skills
  • Monitor and control processes
93

Imaging Office Specialist Resume Examples & Samples

  • Knowledge of medical terminology would be helpful
  • Excellent communication and people skills and ability to have empathy
  • Professional in demeanor and appearance
  • Willingness to learn, critical thinking skills, and pay attention to detail
94

Office Specialist, Senior Resume Examples & Samples

  • Responsible for answering telephone calls and directs messages, provides customer service to campus and vendors regarding Procurement & Contracting Services Department
  • Orders supplies for Purchasing area through Arizona BuyWays or PCard, maintains inventory of supplies
  • Reconcile PCard transactions including monthly statement for review/reporting
  • Provide support for the Arizona Buyways helpline, troubleshoot Procurement and Kuali problems
  • Process and distribute all incoming and outgoing mail. Work with individual buyers for mailings via Fed Ex or UPS
  • Work with campus departments to release requested encumbrances to include sub-awards, Buyways, and purchase orders. Additionally, issue help tickets for encumbrance release or issues
  • Respond to public record requests by gathering documentation, omitting confidential information, and making appropriate copies as requested and sending them to Custodian of records
  • Follow check in procedures for all incoming RFPs/RFBs via walk in, Fed Ex, UPS, and distribute responses to each buyer at the time of opening. Schedule bid openings and reserve conference room as necessary
  • Serve as point of contact with Facilities Management (FM) to obtain signature on FM specific OPSA’s, verify correct insurance, and escalate to the buying team if necessary
  • Assist buyers with archiving old purchase orders and update log sheets at the end of each fiscal year. Be responsible for retrieving copies of archived PO’s or contracts
  • Ensure accuracy and completeness of incoming Independent Contractor (ICON) forms. Work with vendor maintenance to obtain employee checks and scan required documents into Docuware
  • Scan W9 forms and set up vendor numbers as requested by the buying staff
  • Maintain incoming attachment hold file. Regularly follow up on documents to see if they have a Kuali assigned number and distribute to appropriate buyer
  • Participates in meetings and conferences pertinent to area of responsibility
  • Scan incoming insurance documentation and verify correct additional insured, coverage, and address information
  • Scan completed Outside Professional Service Agreements (OPSA) received from the buying team
  • Scan necessary Request for Proposals (RFP) and Request for Bid (RFB) documentation and award information to the appropriate online folders. Verify completeness of each electronic folder when the RFP/RFB is awarded
  • Scan other necessary items as needed; to include Consultant Agreements and incoming executed agreements or contracts
  • Other duties as assigned by Purchasing Manager
  • High degree of flexibility
  • Proficient in Microsoft Office-Word, Excel, Outlook (including calendaring)
95

Receptionist / Office Specialist Resume Examples & Samples

  • Undergraduate degree, or an equivalent combination of education and experience
  • Excellent communication skills, a good professional demeanor, good judgment, and the ability to provide an immediate response to requests and inquiries
  • Basic computer skills and familiarity with Microsoft Office suite
  • Ability to coordinate administrative support for office members
  • Experience in a high-profile, deadline-driven, detail-oriented work environment
  • Capable of shifting priorities as necessary and responding to unanticipated new assignments
  • Basic knowledge of the institution of higher education; and
  • Office experience, especially within higher education
  • Experience with George Mason University; and
  • Experience in one of the majors of the CHSS
96

Office Specialist, Senior Resume Examples & Samples

  • Coordinates with library departments (e.g., Administrative Support) to determine facilities requirements needed for library events, conferences, or meeting set up; determines resources available such as
  • Required to obtain a current Arizona Type D driver’s license upon employment
  • Demonstrated skill in the use of moving techniques for furniture
  • Ability to lift and transfer a maximum of 50 pounds and have physical ability for bending, reaching and stooping frequently
  • Must be able to use hand and power tools, including screwdrivers, wrenches, paper cutters, scissors, X-Acto knives, and power drills
  • Five years of increasingly responsible office/clerical experience, which includes one year in a directly related function
  • OR, any equivalent combination of experience, training and/or education
  • Experience performing duties related to shipping, receiving, inspecting, storing, issuing and delivering a variety of materials, equipment and supplies
  • Must be able to operate materials handling equipment, including pallet jacks, dollies and hand trucks
  • Fluency in Microsoft Office products and demonstr