P.O. Box 1059
Van Alstyne, TX 75495
Phone:  903.482.1362



Operations Specialist

Location: Cedar Falls, IA
Job Type: Direct Hire
Salary: $32,000.00 - $38,000.00
Degree: Bachelor;
Date: 10/12/2018
Job ID: 02632600
Job Description
Our client is seeking an Operations Specialist for their Cedar Falls, IA office. The Financial Operations Specialist provides an important function in ensuring the Back Office operations run smoothly and efficiently in addition to providing support and assist to the on-going daily business tasks of the company.
Must Have:
  • Bachelor’s degree preferred.
  • Previous administration background preferred.
  • High level proficiency in Microsoft Office computer applications with emphasis on Excel.
  • Strong attention to detail and accuracy.
  • Ability to communicate clearly and effectively
  • Ability to work as part of a team
  • Ability to take direction well.
Key Responsibilities:
  • The Operations Specialist demonstrates high level proficiency in the use of Microsoft Office applications; ability to operate general office equipment.
  • Prepare client meeting documents.  
  • Prepare weekly reports, for upcoming appointments.  
  • Perform on-going file maintenance, including scanning and posting client documents to Online File Manager (OFM).
  • Schedule client meetings.
  • Review, research and report scheduling needs and assist in making calls to clients as directed.
  • Cover front desk daily as needed. 
  • 2 weeks PTO
  • Full Benefits (health/dental/vision/Simple IRA)



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