ops specialist i equity options trade support resume example with 10+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement. Creative Operations Specialist skillful in executing effective operating rhythms and management systems structures. Expertise in analyzing, articulating and solving various problems. Analytical and organized professional comfortable working independently or as part of team. Forward-thinking Operations Specialist bringing 5 years of expertise in transfer and operations for financial sector businesses. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Proficient in excel.

  • Data Interpretation
  • Analytical Thinking
  • Industry Economics
  • Company Assessments
  • Problem Solving
  • Operations Advisory
  • Word Processing
  • Microsoft Office
  • Team leadership skills
  • Organized, independent worker with strong time-management skills.
Work History
Ops Specialist I, Equity & Options Trade Support, 08/2021 - Current
Omni Hotels Louisville, KY,
  • Tracked and analyzed reports to determine needed improvements.
  • Assisted various departments with change by communicating new improvement plans and expectations.
  • Processed inbound and outbound shipments with high accuracy by directing associate teams and managing inventory processes.
  • Provide post transactional service to clients.
  • Act as a backup to other Administrators on the team
  • Enforced regulatory and company policy compliance to improve workplace and employee safety and readiness.
  • Encouraged and promoted ideas aligned to business needs and benefits.
Team Lead - Account Transfers, 10/2018 - 08/2021
RBC Wealth Management City, STATE,
  • Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
  • Tracked receipts, employee hours and inventory movements.
  • Prepared detailed reports on updates to project specifications, progress, identified conflicts and team activities.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Instructed junior team members on protocols and procedures of each station to maximize contributions.
  • Participated in cross-functional team-building activities.
  • Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
  • Coached team members in techniques necessary to complete job tasks.
  • Audited team performance and compliance with accuracy and time standards.
  • Acts as a point of escalation for difficult or aged problems for team members, assessing ambiguous issues and from this assessment assists team members to find an appropriate solution.
  • Develop, update, and train staff on department procedures, processes, requirements and enhancements, ensuring desk training manuals are completed and utilized. Work with Supervisor to identify and implement process and procedure improvements within the work group.
  • Partner with Supervisor and team to identify processing gaps with the ability to provide coaching and constructive feedback to the team.
Senior Associate - Account Transfers, 09/2017 - 10/2018
RBC Wealth Management City, STATE,
  • Promptly addressed concerns, complaints and inquiries to meet customer satisfaction.
  • Process incoming transfers to completion in accordance with applicable FINRA Rules.
  • Secure necessary paperwork from branches to complete transfers. Examine transfer forms for accuracy and completeness.
  • Maintain detailed notes on all transfer requests.
  • Accurately direct transfer requests with internal departments and among other broker/dealers.
  • Initiate status inquires for incoming manual transfers until transfer is complete. Respond to transfer status inquiries from branches and broker/dealers.
  • Resolve discrepancies on assets that have not been received.
  • Receive processing, variation, or method questions from branches.
  • Perform other job-related duties as assigned.
Banquet Sous Chef, 07/2011 - 10/2018
Hyatt Regency - Minneapolis City, STATE,
  • Planned and directed high-volume food preparation in fast-paced environment.
  • Cultivated positive relationships with vendors to source best ingredients at best prices.
  • Acted as head chef when required to maintain continuity of service and quality.
  • Plated every dish with attractive flair to meet strict restaurant standards and maintain stellar business reputation.
  • Trained and managed kitchen personnel and supervised related culinary activity.
  • Developed and remained accountable for safety, quality, consistency and adherence to standards.
  • Managed 7+ culinary personnel in service to very large-customer base.
  • Monitored and controlled overhead and production costs with responsibility for profit and loss.
High School Diploma: , Expected in 07/2005
Monticello High School - Monticello, MN,
Status -

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Resume Overview

School Attended

  • Monticello High School

Job Titles Held:

  • Ops Specialist I, Equity & Options Trade Support
  • Team Lead - Account Transfers
  • Senior Associate - Account Transfers
  • Banquet Sous Chef


  • High School Diploma

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