Technical Operations Engineer

As the Technical Operations Engineer you will be instrumental in creating actionable business intelligence reports and establishing efficient processes to drive successful outcomes.

• Lead efforts to improve system quality by reevaluating existing systems and guiding the team on technology optimization
• Innovate and streamline our processes to ensure smooth client onboarding and servicing
• Organize and optimize client-operational touchpoints throughout the firm's operations to enhance client experience
• Act as an informational liaison between our firm and partners, ensuring all parties have the necessary information for decision-making
• Utilize your extensive knowledge of CRM systems (such as Salesforce, etc.) to optimize firm capabilities
• Construct business intelligence reports to support the principal of the firm in making both tactical and strategic decisions
• Breakdown complex goals into actionable steps, managing resources effectively towards goal completion
• Use fluency in Microsoft Office Suite to customize office solutions to achieve firm outcomes and deliver unique services
• Apply your operational knowledge and talents gained from working in financial planning/wealth management to actualize ideas and implement solutions
• Utilize skills in 'Business systems', 'CRM', 'Database', 'Business Process Functions', 'Business Requirement Document', 'Microsoft Office 365' to effectively perform your role.
• Proficiency in Business Systems
• Experience with Customer Relationship Management (CRM)
• Knowledge of Database management
• Familiarity with Business Process Functions
• Ability to create and manage Business Requirement Documents
• Proficient use of Microsoft Office 365
• Minimum of 3 years of experience in a similar role
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Strong attention to detail and organizational skills
• Bachelor's degree in Business, Information Systems, or a related field is preferred.