Operations Manager Resume
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Pittsburgh, PA
SUMMARY
To secure a long - term position wif a growth-oriented, secure company which will allow me to contribute to the Company's growth and success by utilizing my strong administrative skills.
PROFESSIONAL EXPERIENCE
Operations Manager
Confidential - Pittsburgh, PA
Responsibilities:
- Responsible for managing ACH, EFT, Wire Transfers for all financial transactions.
- Responsible for all cash management for the firm.
- Creation of portfolios through the use of Morningstar and Partner View software.
- Establishing new IRA, UTMA and Section 529 brokerage accounts.
Administrative Assistant
Confidential - Pittsburgh, PA
Responsibilities:
- Created PowerPoint presentations for luncheons, banquets, and meetings for supervisors and upper management.
- Coordinated all fundraising activities.
- Managed hundreds of parish directories for the Catholic Diocese of Pittsburgh and maintained extensive database management information.
- Performed Wealth Engine screenings for all parishioners in all of the managed parishes.
- Organizing, scheduling and preparing weekly staff meetings wifin the organization.
- Responsible for inventory management, including ordering and keeping accurate counts.
- Worked wif maintaining all online database information.
Income Specialist/Operations Specialist
Confidential - Pittsburgh, PA
Responsibilities:
- Researched receivables to ensure dat normal stock trades are settled accurately.
- Managed the firm's daily trade activity.
- Performed Microsoft Office data entry for information pertaining to operations.
- Worked wif applying check payments to various types of corporate business accounts.
- Processed large quantities of mail and ensured dat it was correctly delivered to customers and business clients.
- Performed Microsoft Office data entry for all statistics and metrics regarding to job tasks.
- Performed account searches for IRS Levy's, Writs of Attachment and bank garnishments.
- Worked wif customers assisting them to the correct parts of the bank dat their various requests required them to be directed to.
- Organized numerous different types of legal documents and faxed and/or delivered them to their required locations.
Customer Service Representative
Confidential - Pittsburgh, PA
Responsibilities:
- Worked hands-on wif customers assisting them wif various types of issues when they were dissatisfied.
- Spoke to prospective customers in a sales role getting them to purchase company products.
- Used Microsoft Word and Excel to do office work dat involved processing data pertaining to customers.