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Operations Support Specialist
$63k-76k (estimate)
Full Time | Business Services 0 Months Ago
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Reserve Advisors, LLC is Hiring an Operations Support Specialist Near Milwaukee, WI

Position Title: Operations Support Specialist

FLSA Status: Non-exempt

Reports to: Corporate Operations Manager

Position Overview

The Operations Support Specialist provides administrative and tactical support and drives excellence through its involvement in production, sales support and office operations. 

Duties and Responsibilities

  • Operations Support
  •  Contract Processing
  • Creates client job folders within Google Drive File Stream (DFS) storage for engineer job processing
  • Archives client contracts data 
  • Activates client contracts in Salesforce
  • Send information request & retainer invoice to client
  • Uploads requested client supplied information to job folders in DFS and Salesforce
  • Interact with corporate insurance agency to fulfill all client requests for Certificates of Insurance and W-9 forms, and provide support for annual insurance contract renewals
  • Answer phones
  • Pack & ship company materials
  • Provide support to projects and seasonal deliverables 
  • Human Resources Support
  • Support the onboarding and recruiting process 
  • Partner with HR Consultant to create bi-monthly newsletter
  • Assist with personnel file management 
  • Production Support
  • Print and ship Hard Copy reports
  • Print report from list
  • Create invoice as needed
  • Package and ship report
  • Print Insurance Appraisals, PMRs and Letter Reports
  • Scan advisor notes
  • Fulfill client request for old reports when requested 
  • PDF report/spreadsheets from Lotus; troubleshoot as necessary
  • Email report/excel link/file
  • Produce subpoenaed electronic files
  • Additional service contracts (adding, completing)
  • Double checking revenues
  • Simple ForeSite Inquiries (invoicing, password resets, invites)
  • Checking for office supplies to order
  • Ship final reports (since these require much less proofreading)
  • Ship Preliminary Reserve studies
  • Account Support
  • Proposals preparation support
  • All other duties as assigned 
  • Qualifications

    • High school diploma or higher level of education
    • 3 years office or administrative experience
    • Attentive listening, verbal communication skills and exceptional client handling
    • Ability to multi-task, prioritize and work independently in a fast-paced environment
    • Exceptional accuracy in written communication
    • Basic computer skills: Microsoft Office, Google web platform
    • SalesForce experience a plus

    Working Conditions

    Standard office environment with frequent computer use.

    Compensation

    Salary is commensurate with experience and qualifications.

    Other Duties

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

    Job Summary

    JOB TYPE

    Full Time

    INDUSTRY

    Business Services

    SALARY

    $63k-76k (estimate)

    POST DATE

    04/06/2023

    EXPIRATION DATE

    04/26/2024

    WEBSITE

    reserveadvisors.com

    HEADQUARTERS

    TAMPA, FL

    SIZE

    100 - 200

    TYPE

    Private

    CEO

    LINDA FYFE

    REVENUE

    $10M - $50M

    INDUSTRY

    Business Services

    Show more

    The job skills required for Operations Support Specialist include Microsoft Office, Written Communication, Verbal Communication, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be an Operations Support Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operations Support Specialist. Select any job title you are interested in and start to search job requirements.

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    If you are interested in becoming an Operations Support Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Operations Support Specialist for your reference.

    Step 1: Understand the job description and responsibilities of an Accountant.

    Quotes from people on Operations Support Specialist job description and responsibilities

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    Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

    Career tips from people on Operations Support Specialist jobs

    Operations support associates come from a variety of backgrounds and education levels.

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    Operations Support Specialist work requires a general knowledge of office machines and procedures, attention to detail.

    02/13/2022: Port Arthur, TX

    This job requires physical strength and agility to transport boxes of materials and supplies

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    You need a good organizational skills to give and receive information and coordinate with other staff, students and public

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    The duties of an operations support specialist depend on one's line of work or industry of employment. Typically, their responsibilities revolve around addressing issues and concerns.

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    Step 3: View the best colleges and universities for Operations Support Specialist.

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