Operation Specialist (W9 document processing)

Operations Spec.

Location Desperes MO (Hybrid)

12 month contract 

 

Duties: As an Operations Specialist, your role is to oversee and optimize day-to-day operational processes within an organization, ensuring efficiency, compliance, and smooth workflow across various departments.

Responsibilities:
• Manage and execute operational needs of the firm in a fast-paced environment
• Demonstrate strong analytical and problem-solving skills
• Take a proactive approach to problem solving
• Handle multiple tasks simultaneously and stay organized
• Provide high-quality customer service
• Identify opportunities for process improvement
• Stay up-to-date on industry best practices and regulations
• Develop and implement operational procedures and policies
• Prepare and present operational reports to management

Qualifications:
• The ideal candidate for this role should have a passion for problem solving and a drive for finding solutions to complex challenges
• We are looking for an individual with a strong analytical background, excellent communication skills, and a proactive approach to problem solving
• This position requires an individual with the ability to handle multiple tasks simultaneously and stay organized in a fast-paced environment 
Support W‑9 and Sustitute W‑9 operational workflows, ensuring accuracy, timeliness, and compliance
This is a production environment role 
Review, process, and resolve W‑9 and Sust W‑9 documentation issues in accordance with firm policy and regulatory requirements 

Ideal Candidate
The ideal candidate is passionate about problem-solving and enjoys working in an operational environment that supports W‑9 and Sustitute W‑9 processes. You are detail-oriented, adaptable, and capable of navigating complex scenarios while ensuring compliance, accuracy, and excellent service delivery.
Skills: - 
Strong analytical and problem-solving skills, especially in operational and compliance-related work
Excellent written and verbal communication skills
Ability to manage multiple priorities in a fast-paced, production environment
High attention to detail and strong organizational skills
Proactive, solution-oriented mindset with a focus on continuous improvement
Experience supporting tax documentation, financial operations, or regulated processes is strongly preferred