2 results for Operations Professional in Bloomington, MN

Operations Assistant

Hudson, WI
onsite
Temporary
17 - 20 USD / Hourly
Are you an organized and adaptable professional seeking a key role in daily operations? We are looking for an Operations Coordinator to join our team and ensure smooth customer service delivery, workflow coordination, and process support.Responsibilities:<ul><li>Provide excellent customer service to internal and external clients, handling all inbound and outbound phone calls, emails, messages, and chats.</li><li>De-escalate situations with dissatisfied customers, delivering assistance and effective solutions.</li><li>Coordinate and manage daily intake and referral processes to drive business growth.</li><li>Process client and attendant enrollment paperwork quickly and accurately, including via Adobe and Docusign.</li><li>Facilitate authorization and compliance processes, ensuring accuracy and timely completion.</li><li>Support accounts receivable by auditing service authorizations and working with MCO representatives for corrective actions.</li><li>Offer comprehensive administrative support (mailing, scanning, faxing, data entry) and manage forms and documents in relevant systems.</li><li>Handle specialized projects or tasks as assigned, adapting to new policies and requirements, including changes related to Medicare programs.</li><li>Promote a cohesive office environment, supporting day-to-day operations and client advocacy.</li></ul>
2026-03-24T00:00:00Z

Trade Operations Specialist

Minneapolis, MN
onsite
Permanent
50000 - 60000 USD / Yearly
Trade Operations Specialist – Direct Hire (Twin Cities, Minnesota)Overview: A growing investment services firm in the Twin Cities is seeking a Trade Operations Specialist for a direct hire role. This position is ideal for professionals with investment operations expereince seeking to expand their skills in a dynamic, team-oriented environment. Key Responsibilities:<ul><li>Trade Settlement executed trades on the investment accounting system and sub-custodian platforms. Investigate and resolve trade discrepancies and out-of-balance situations. Execute money transfers between sub-custodian, banks, and internal accounts. Coordinate with brokers and investment managers to resolve issues.</li><li>Manage transfers of assets into and out of accounts, including movements between banks or brokers. Research and resolve discrepancies and ensure timely completion of transfers.</li><li>Post bond interest and dividend payments to client accounts. Reconcile money movement against sub-custodian records. Resolve any out-of-balance conditions.</li><li>Identify and research corporate actions for transactions eligible for class action proceeds. Partner with class action vendors to resolve discrepancies and answer inquiries.</li><li>Prepare and file documentation to secure favorable tax withholding rates. Collaborate with relationship managers and sub-custodians to address differences. Complete tax forms as required for specific entities.</li><li>Support other operations desks to provide backup coverage during absences and busy peak periods.</li></ul>How to Apply: Interested candidates should contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330, or apply directly. For consideration and next steps, reach out today.
2026-03-23T00:00:00Z