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United States Operations Specialist

Location:
Newark, NJ
Posted:
June 28, 2025

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Resume:

Christina Flowers

Transition Operations Specialist

Hackensack, New Jersey, United States

+1-917-***-****

*********@*****.***

SUMMARY

Highly organized and confident professional with over 15 years of experience in financial operations and administrative support. Friendly and resourceful, with a talent for building strong relationships with clients, coworkers, and external partners. Detail-oriented and skilled in problem-solving, multitasking, and adapting to evolving workplace demands. A self-starter with excellent communication skills who thrives independently or as part of a team. WORK EXPERIENCE

October 2023-August 2024

Transition Operations Specialist

Osaic Financial

Jersey City, New Jersey, United States

*Supported financial representatives and agencies in transitioning to new brand platforms and systems.

*Reviewed and processed account opening documentation for accuracy and regulatory compliance.

*Performed ACH transfers, set up draft instructions, and completed ACAT transfers and wire requests.

*Provided remote operational support to streamline client onboarding and maintain service efficiency. April 2007-April 2021

Brokerage Specialist

Guardian Life Insurance

New York, New York, United States

*Reviewed new account documentation submitted by Financial Representatives.

*Assisted brokers with form completion and transaction requirement guidance.

*Ensured compliance with internal procedures and regulatory standards.

*Utilized multiple systems in a dual-monitor environment.

*Helped lead the firm’s conversion to NetX360.

*Approved journals, wires, and banking info from field offices.

*Worked remotely for 3 years while maintaining deadlines and productivity. September 2004-April 2007

Cash Control Team Lead

Guardian Life Insurance

New York, New York, United States

*Managed application distribution to appropriate departments.

*Processed agent commissions and licensing fees.

*Secured the company vault daily.

*Trained new employees across all Cash Control functions.

*Provided administrative support as Staff Assistant. April 2004-September 2004

Staff Assistant

American Airlines

New York, New York, United States

*Handled confidential PTO and lost time investigations for pilots.

*Monitored LOA and OSHA records for accuracy.

*Evaluated injury reports in accordance with OSHA standards.

*Maintained time/attendance data for payroll.

*Processed leave requests to prevent overpayments.

*Performed daily administrative tasks including document prep and filing. EDUCATION

-2025

Bachelor of Arts in Business Management

William Paterson University

Wayne, New Jersey, United States

William Paterson University – Wayne, NJ Bachelor of Arts in Business Management (In Progress) January 2025 – Present 2004-2004

Associate of Science in Accounting

ASA College

Brooklyn, New York, United States

ASA College – Brooklyn, NY Associate of Science in Accounting January 2002 – March 2004 SKILLS

Regulatory Compliance Onboarding Banking Services Microsoft Office Microsoft Word Microsoft PowerPoint Microsoft Outlook Microsoft SharePoint Brokerage Documentation Review Time Tracking Work From Home Cross-Functional Team Lead/Manager Presentation/Verbal Skills Problem Solving Skills Financial Operations Administrative Skills Multitasking Communication Skills Documentation Operational Support Financial Services Customer Support/Service Time Management Maintain Compliance Staff Training Distribution Management OSHA Payroll Administration Organizational Skills Customer Relations Detail Oriented LANGUAGES

English - Intermediate



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