Operations Specialist

Hi,
Greetings from Keen Technology Solutions LLC!
Job Role: Operations Specialist

Location: Maryland Heights, MO

Contract: Long Term W2 only

Responsibilities:

• Converting physical documents into digital formats using high-speed scanners, OCR software, and secure document management systems to capture, index, and store documents electronically and integrate documents into operational workflows.
• Adhere to guidelines while verifying documents are complete and accurate.
• Maintain performance standards and expectations while increasing contribution to department initiatives.
• Effectively use knowledge and resources to ensure processing is compliant with regulations and current policies.
• Provide fellow associates and branch offices with easy access to information, friendly support, and reliable solutions.
• Establish and maintain effective communications and relationships within business areas, service providers, and vendors.
• Assist the department in identifying trends to simplify procedures and create efficiencies for branch and home office teams.

Qualifications

• Bachelor's Degree/Diploma preferred
• Familiarity with Communications System (Green Screen), Salesforce, Excel, Power BI, data entry, and data analysis preferred
• Strong customer service
• Excellent written, verbal, and phone communication skills
• Strong decision-making skills
• Organizational and time management skills
• High level of attention to detail while processing routine activities.
• Ability to accept and adjust to change
• Ability to work through challenging tasks to bring timely and accurate solutions
• Ability to promote a positive team environment with a focus on client service.
• Strong work ethic with ability to work independently and as a team
• Ability to multitask and follow up appropriately to take issues to resolution
• Ability to work in a fast-paced environment, quickly learn, and apply new information.
• Ability to multitask and follow up appropriately to take issues to resolution
• Ability to work in a fast-paced environment, quickly learn, and apply new information.

What is the hiring leader looking for in a candidate?

• Reliability: The leader needs people who are going to be at work every day.
• Attention to detail: It is critical that the checks are distributed to the right place. This is work where mistakes can have significant consequences for Edward Jones and their clients.
• Team player: The leader needs people who work as part of a team. People who are willing to pitch in wherever they are needed and take on new challenges.
• Logical and critical thinking skills: The leader needs people who can follow processes to determine where a check is from and where it should go solving puzzles.

Who has been successful in the role?

• People who have experience working with checks or money, e.g., bankers, tellers, loan/mortgage processers, bookkeepers, accounts receivable.
• People who have experience in roles that require extreme attention to detail, e.g., paralegals, legal assistants, etc.
• People who have experience working in task-oriented positions where attention to detail is critical because the results of their work carry consequences and accountability.