Customer Service Operations Associate

CASEY TSCHEU

Emily, MN **********@*****.*** 218-***-****

PROFESSIONAL SUMMARY

Detail-oriented operations and administrative professional with 10+ years of experience in financial processing, government recordkeeping, and customer service. Proven ability to manage data accuracy, reconcile financial records, support compliance, and lead communication across teams. Strong technical skills with a background in payroll, accounting, and public sector reporting. SKILLS

• Financial Data Review & Reporting

• Customer Service & Communication

• Payroll & Tax Documentation (W-2s, 1099s, 941s)

• Meeting Minutes & Public Speaking

• Microsoft Excel & Office Suite

• Salesforce, AWD (Chorus), Citrix

• Government & Trust Systems: Ascensus Trust, Schwab Trust

• Remote Work Proficiency & Self-Management

WORK EXPERIENCE

Operations Associate II

Ascensus – Brainerd, MN (Remote)

September 2021 – Present

- Resolve data issues with payroll files, rollover, enrollment, and beneficiary forms

- Manage internal/external customer communications and service inquiries

- Audit investment/trade totals in end-of-day reports; reconcile trust fund discrepancies

- Tools: Excel, MS Office, Outlook, AWD (Chorus), Citrix, Salesforce, Schwab Trust, Ascensus Trust, FED Bank, CC360, ACE Processing

Township Clerk/Treasurer

Ross Lake Township – Aitkin, MN

January 2024 – Present

- Maintain government records, write/post meeting minutes, and manage website updates

- Present financials and official reports at public meetings

- Oversee accounting, ledgers, invoice tracking, and tax document processing

- Website: rosslaketownship.com

Mail Carrier (Contractor)

USPS – Merrifield, MN

January 2012 – August 2021

- Delivered mail and packages across rural routes

- Hired and managed subcontractors; handled payroll and tax filings

- Maintained delivery vehicles and met all compliance standards

- Filed personal and employee W-2s, 1099s as self-employed contractor EDUCATION

Central Lakes College – Brainerd, MN

Accounting Coursework January 2019 – May 2022

- GPA: 3.8 Two classes remaining for degree completion Northland High School – Remer, MN

High School Diploma September 1992 – May 1999

- GPA: 3.9

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