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Operation Specialists II

Location:
Phoenix, AZ
Posted:
January 28, 2019

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Resume:

602-***-**** (C)

email address: ac8bhc@r.postjobfree.com

OBJECTIVE

To obtain an Administrative/Operations position, where I can utilize my education, job skills and work experience with the opportunity for growth and advancement.

EMPLOYMENT

EDWARD JONES 03/15 – Present Tempe, AZ

Operation Specialist (Insurance Processing -US)

Receive, review, and process incoming documentation as it pertains to insurance business

Communicate operational procedures and processes to branch associates, other areas of the firm, and third parties.

Provide branch associates with friendly support and reliable solutions

Approve exception requests and use a high level of discretion in decision-making

Work independently and as a team to solve problems and satisfy client needs

Maintain quality and quantity expectations

Operation Specialist (Mutual Fund Trades – Canada) 06/10 – Present Tempe, AZ

Processing various Applications and Client Agreements, Confirm Suppression Forms and update Account Numbers with accuracy in a timely manner using various commercial and proprietary software. Follow up calls with various Branch and Fund Companies including Service requests and Wires.

Operation Specialist (Advisory and Mutual Fund Trades) (Edward Jones Contractor)

07/09 – 06/10 Tempe, AZ

Contractor (Temp) with Edward Jones, processing various Applications and Client Agreements, Confirm Suppression Forms and update Account Numbers with accuracy in a timely manner using various commercial and proprietary software. Follow up calls with various Branch and Fund Companies including Service requests and Wires.

MACYS 11/16 – 3/17 and 05/18 - Present Chandler, AZ

Retail Salesperson

Assist customers in all aspects of service fulfillment by demonstrating proficient use of proprietary devices and applications; proactively create enhanced shopping experiences through the heightened use of tools, technology and collaboration

Determine customer needs based on personal features and other customer preference related factors

Demonstrate knowledge of store products and services to build sales and minimize returns

Maintain a professional attitude with sincerity and enthusiasm reflecting Macy’s commitment to our customer – the most important person in our stores

Be knowledgeable of and perform sales support functions related to POS procedures

Regular, dependable attendance & punctuality

JCPENNEY 04/17 – 11/17 Ahwatukee, AZ

Sales Associate

Non Commission Sales (Customer Service, Adjusts to customer flow, Maintains product presentation, Replenish and restock the store) Understand the needs of the customer. When merchandise is getting low, you know just where to get more to ensure all of our customers have the styles and sizes they need.

FLUID SOLUTIONS/Biltmore Associates 01/00 – 06/2009 Phoenix AZ

Administrative Assistant/Receptionist

Answer Multi-lines and direct them to the appropriate personnel. Compose and type routine correspondence. Compile and type statistical reports including tables and texts. Operate and maintain fax/copier machines. Establish and maintain files and retrieves files as requested. Perform other related duties as required. Two different Companies under one roof includes Consultants for Bankruptcy, Engineers, Geologist and Hydrogeologist. Assist in both Firms.

ZIONS BANK/NATIONAL BANK OF AZ 04/04 – 03/09 Phoenix AZ

Proof Operator

Uses "10-Key" data entry skills to operate a proof machine that encodes and endorses checks, deposit tickets, payments and other accounting documents received from banking centers. Verifies the dollar amounts of deposits and withdrawals are in balance and verifies account and routing numbers on the MICR (Magnetic Ink Character Recognition) are encoded for automated processing. Perform routine maintenance on proof machines such as replacing ribbons, print out tapes and general cleaning of machine to ensure proper performance. Position entails sitting for long periods of time while performing repetitive data entry motions supported by strong hand and eye Coordination. Extensive on the job training is provided

M&I Bank 02/02 – 08/03 Phoenix AZ

Data Entry Operator I / Proof Operator

OFFICE TEAM 10/98 – 06/00 Phoenix AZ

Administrative Assistant/Receptionist

AMERICAN CANCER SOCIETY 04/98 - 01/99 Phoenix AZ

Data Entry Clerk

IKON OFFICE SOLUTIONS 09/97 - 06/98 Tempe AZ

VP Administrative Assistant

CITY OF GALLUP 03/93 - 02/97 Gallup NM

Engineering Secretary

ELLIS TANNER’S TRADING POST 12/93 - 2/97 Gallup NM

Pawn Clerk

SUMMARY OF QUALIFICATION

Basic Macros Basic Pivot Tables Excel Spreadsheets Research Analyze Typing Filing Mail Sorting Data Entry Cashier Customer Service Answer Multi-Line Phones Transcriber Scheduling Intermediate Computer Tech Accounting

EQUIPMENT AND COMPUTER KNOWLEDGE

Boss Terminal for Payroll 10-Key Calculator Copiers/Fax Scanners ADP LAN NCR 7766-1000 MS Office Windows (7 and 10) AS400 Internet Microsoft Outlook Microsoft OneNote Quickbooks Pro Timer Business Monitor Stellant Hyperion Communication Service Windows

EDUCATION

Everest College 2003-2004 Phoenix, AZ

Paralegal/Business Administration

University of New Mexico 1991-1993 Gallup, NM

Micro-Computer Operations/Business Administration

Gallup High School 1987-1990 Gallup, NM

General Studies



Contact this candidate