Operations Associate Resume Samples

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Operations Associates handle the clerical and office duties for a company on behalf of top level executives. Responsibilities highlighted on Operations Associates' sample resumes include maintaining compliance of bank regulations through quarterly training, closing and preparing month-end systems for the next month, and interacting with brokers in different time zones to maintain 24-hour operations. Operations Associate resumes list a minimum of a high school diploma as an educational background, as well as certifications or associate's degrees in office-related fields, such as keyboarding, grammar, math, or business.

For more information on what it takes to be a Operations Associate, check out our complete Operations Associate Job Description.

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1

Operations Associate

Head of the transfers in kind department, responsible for writing and implementing new standard operating procedures which resulted in an increase of efficiency by over 50%.

  • Operated independently under tight deadlines, successfully executing multi-million dollar transactions.
  • Analyzed daily trade settlement reporting, investigated discrepancies and prepared resolution reports.
  • Researched unknown dividend and settlement activity, properly identifying and correcting positions.
  • Built strong customer relationships. Set up and maintained new accounts, executed transfers, completed commission and dividend settlement reporting.
  • Contributed to team success in a fast paced environment. Frequently took on additional responsibilities.
Candidate Info
11
years in
workforce
4
years
at this job
Finance
2

Operations Associate

Consistently re-evaluated internal processes to detect inefficiencies and identified new PRG best practices

  • Purchased supplies and managed adequate stock while controlling cost
  • Resolved concerns, conflicts, and problems to ensure that services are provided in a professional and safe manner
  • Demonstrated experience balancing multiple commitments and adapting effectively in a fast-paced environment
  • Strong organizational skills and attention to detail with understanding of project management principles and processes
Candidate Info
3
years in
workforce
1
month
at this job
BA
Criminology & Criminal Justice
3

Operations Associate

Evaluated performance of 4 carriers and selected primary partner by using cost benefit analysis

  • Meticulously developed claims process resulting in over 30k in savings over a 6 month period
  • Built and maintained over 6 external partner and vendor relationships
  • Coordinate returns, damages and replacements of over 30 orders per day
  • Created logistics dashboard that enabled me to track over 150 orders at once
  • Displayed leadership by training incoming associates and being a point of reference
  • Worked with over 20 different vendors to manage inventory and settle quality issues
Candidate Info
3
years in
workforce
9
months
at this job
BA
Economics And Political Science
4

Chartering Operations Associate

The leading provider of commodity transportation services for the U.S. government, the United Nations, Private Voluntary Organizations, and private commercial entities

  • Responsible for investment transaction data quality and accuracy of over $16.5 million of commercial invoicing last year including all vessels in the dry bulk and Ro-Ro fleet.
  • Developed emerging trade routes and territory management plan for imports to the US Gulf that will generate an additional $120,000 in backhaul revenue.
  • Built multiple Excel models to provide financial projections to traders and analyze post-fixture data for the CFO.
  • Individually responsible for all Charter Party review and corrections including maintaining a database for tracking and filing all Original’s.
  • Developed an Excel laytime calculator and negotiated the application of contractually agreed terms and conditions for all commercial and cargo preference voyages.
  • Created and maintained a master database tracking all port charges over a 3 year period which facilitated the calculation of historical averages for negotiating rates and served as a financial projection for traders.
  • Designed an Excel abstract implemented throughout the fleet to monitor vessel operations and successfully protect the firm from $25,000 of performance claims last year.
Candidate Info
5
years in
workforce
2
years
at this job
BS
International Transportation & Trade, Minor: Intermodal & Maritime Security
MS
International Transportation Management
5

Operations Associate

Performed surveys for field data collections and information gathering/sorting in small teams, traveled with a team of 13 to regional and national locations on deadline-driven assignments.

  • Trained in data collection techniques and the use of highly confidential proprietary software.
  • Briefed site managers on team operations and requirements in order to facilitate accuracy, security, and timelines during ongoing operations.
  • Consulted with partners, engineers, and operations managers to enhance Google's mapping product using data capture and extraction with exceptional quality and accuracy.
  • Represented projects and negotiated details with Google's local business partners.
  • Edited and aligned CADD maps with proprietary software to Google's internal mapping system.
  • Evaluated and recommended necessary actions to refine and facilitate the launch of Google's product.
Candidate Info
5
years in
workforce
1
year
at this job
AAS
Industrial Technology
Engineering Technology
6

Operations Associate

Assisted in day to day operations of dually registered investment advisor/broker dealer

  • Updated clients' portfolios cost basis in Axys for splits and transfers
  • Calculated quarterly advisory fees for separately managed accounts
  • Allocated dividends and maintained client percentage change in securities
  • Approved and distributed wire transfers, created Microsoft Outlook client lists to facilitate mass mailings
  • Assisted in accounts payable and bank reconciliation
  • Company ceased operations in 2013
Candidate Info
29
years in
workforce
2
years
at this job
7

Operations Associate/administrative Support

Provided administrative, operational and analytical support to Two Investments Operations Managers and served as back-up for other team members

  • Responsible for supporting the operations department by facilitating the completion of fund transactions, communicating with Portfolio Manager's, transfer agents, consultant and other interested parties
  • Served as primary back-up for evaluating trade order and processing client transactions and account transfers
  • Established new accounts as well as coordinated initial and subsequent investments
  • Worked closely with internal legal and compliance departments to coordinate investment operations
  • Provided quality service to clients, banks, trust companies, broker/dealers and service providers
  • Performed daily account maintenance, generated reports, prepared correspondence and special projects as assigned
Candidate Info
8
years in
workforce
2
years
at this job
BA
Slavic Languages And Literatures
BA
International Economics And Relations
8

Business Operations Associate

  • Managed the company's e-retail accounts with a combined monthly sales average of $500,000
  • Coordinated monthly price promotions and rebates based on analysis of daily pricing, quantity sold, and market exposure
  • Developed a revised marketing plan by reallocating the previous marketing budget into more cost-efficient promotions, which led to an increase in e-retail sales by 15%
  • Implemented an internal cross-referencing system to reduce compliance issues with shipments to customer
Candidate Info
4
years in
workforce
2
years
at this job
BS
Business Administration
9

Operations Associate

  • Audited sales process for over 1,000 new client accounts. Reported findings directly to upper management. Facilitated implementation of major changes to sales tactics and internal sales auditing
  • Contributed to a team widely recognized at the company for raising client retention rates starting in the 4th quarter of 2013. Geared compliance reporting structure towards client understanding, viewed as the driving force behind spike in client retention
  • Used Call Miner and Excel to gather data and build 31 extensive reports regarding sales trends, tactics, and efficacy
  • Improved listing quality for over 600 existing clients
  • Addressed developing technical issues arising from installation of auto-crediting and online appointments software launched by Felix in December 2013
  • Created monthly invoices for Felix’s largest 203 clients, handled in-depth client inquiries and provided per location breakdowns for all of each client’s subsidiary locations
Candidate Info
3
years in
workforce
1
year
at this job
BA
Economics
MA
International Economics And Finance
Energy Financials
10

Senior Operations Associate

Researched and prepared reconciliation reports for various outsourcing clients internal trading files.

  • Analyzed RVP/DVP reconciliation reports of cash and position breaks for various fixed income products. (MBS\FNMA\GNMA\Treasuries\Corporates).
  • Investigated and reported various reasons that caused different internal breaks (factor adjustments, CMO adjustments, etc.) on ADP system (BTSU, Cage 3, Impact systems).
  • Prepared and monitored the daily reconciliation of stock record breaks
  • Organized solutions to resolve daily trading errors with various brokerage houses.
  • Coordinated with internal areas to correct daily position and\or cash breaks.
  • Proficient in reconciliation of various accounts within checkfree system
Candidate Info
22
years in
workforce
4
years
at this job
HS
High School Diploma
Accounting 1 And

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