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Senior Operations Specialist Resume Profile

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Summary

As a project coordinator, I support large scale teams by keeping required administrative processes and deliverables on task. I stepped into a Project Manager role for several months to enhance large scale project performance until completion. I have built strong professional relationships with VP's, Directors, High Level Executive associates, and a variety of knowledgeable PMs and PCs. They passed on to me an understanding of how to critically think through challenging solutions to extreme questions, while maintaining the integrity of the project and displaying a professional image.

QUALIFICATIONS Technical skills

  • Currently pursuing CAPM Certified Associate Project Management Certification
  • Currently pursuing NAPO Business License National Association of Professional Organizers
  • 6 years' experience in back office/ front end operations.
  • 5 years' educational experience in mass communications/creative advertising.
  • Microsoft Office Suite Excel, OneNote, Outlook, PowerPoint, Project, Word
  • BETA, Clarity, DTC, KnowledgeLink, SharePoint, Social Media Sites, Wisdom, Workplace Central

WORK HISTORY

Confidential

Project Coordinator/ Manager, Strategic Staffing Solutions

  • Attended weekly project meeting sessions with critical workstreams, Subject Matter Experts, Development Team, and Project Manager
  • Led teams responsible for delivering projects against agreed scope, budget, schedule customer expectations.
  • Scribed meeting minutes for distribution to the core team and dependent workstreams.
  • Held weekly conferences calls in multi-vendor environments for each project and team
  • Documented project requirements and dependencies into Clarity and KnowledgeLink.
  • Imported status reports provided by the PMs into Clarity, KnowledgeLink and Work Place Central to stay compliant with the overall schedule and company policies for audit management.
  • Served as the Functional Administrator for both HR/ CRE PMOs by granting associates accessibility to specific KnowledgeLink sites within the company database.

Confidential

Operations Clerk 1, Ranstad Staffing

  • Compiled, reviewed and verified customer data for account opening and maintenance using BETA.
  • Identified discrepancies, exceptions, and escalations in customer account data for leadership escalation and approval.
  • Co-designed hospitality events for departmental team building activities.

Confidential

Senior Operations Specialist III DTC Settlement Clearance

  • Digitized daily delivery and receipt of stock trades and customer account settlement into BETA.
  • Communicated with NYSE associates to ensure accuracy and completion of trades.
  • Cross-trained on multiple functions within the organization.
  • Recipient of Excellence First award for providing excellent customer care and overall satisfaction.
  • Designed social and hospitality events, effective at building cohesion, motivating team, and positively impacting collective productivity.

Confidential

ACATS/Mutual Funds/Product Control Specialist, First Place Staffing

  • Logged account liquidations/terminations based on broker, branch, or client requests
  • Loaded Partial Transfer Requests and delivered stock trades via Wisdom, DTC, and Beta.
  • Compiled data and closed out accounts as part of special Mutual Fund projects.
  • Revised product agreements for CSG Client Strategy Group for real time use by brokers and FAs.
  • Identified escalations per client inquiry for leadership approval.

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