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Business Operations Coordinator
2 months ago
Position Overview:
E.A. Buck Financial Services is a rapidly expanding financial organization with dual headquarters. We are looking for an Operational Support Specialist to become a vital part of our dynamic team. The Operational Support Specialist plays a crucial role in ensuring that our technological frameworks and operational systems are in sync with the company's strategic objectives. This position serves as a key intermediary between advisor offices and the corporate headquarters.
Key Responsibilities:
- Network Management: Oversee and maintain the network architecture.
- Data Protection: Implement best practices to safeguard client and organizational data.
- Data Oversight: Ensure optimal practices for data entry within our CRM system.
- Strategic Coordination: Align network design to facilitate organizational growth.
- Vendor Collaboration: Partner with trusted vendors to sustain and enhance network efficiency.
- Compliance Audits: Conduct audits to verify adherence to operational standards.
- User Guidance: Assist advisor offices in maximizing the use of IT applications.
- Support Interaction: Collaborate with Sales RVPs and PMs to ensure a seamless experience for advisors and staff.
- Continuous Learning: Identify and master relevant software applications to improve service delivery.
- Issue Resolution: Research and analyze user-reported issues for effective troubleshooting.
- Process Development: Create and document new procedures supporting software and hardware integrations.
- Onboarding Support: Work closely with leadership to ensure effective training and technology utilization.
- Ongoing Education: Provide continuous training and support to enhance user experience.
- Software Oversight: Ensure software is regularly maintained and updated.
- Hardware Oversight: Ensure hardware is consistently maintained and updated.
Qualifications:
- Bachelor's Degree required.
- Minimum of 2 years' experience in a relevant field.
- Self-motivated and self-directed.
- Exceptional interpersonal communication skills.
- Highly organized with strong analytical abilities.
- Advanced proficiency in computer skills.
- Strong technical documentation and organizational skills are essential.
