Operations & Technology Specialist

Key Responsibilities

• Maintain and update internal workflow templates to ensure consistency and efficiency across the firm.
• Document and refine standard operating procedures (SOPs).
• Support ongoing operational projects and firm initiatives.
• Identify opportunities to improve processes and streamline internal operations.
• Serve as an administrator for key technology systems.
• Manage user access, onboarding, and offboarding for employees.
• Maintain system data integrity and support ongoing system organization.
• Serve as a point of contact for employee questions and troubleshooting.
• Assist with evaluating and implementing new technology tools to improve efficiency.
• Support integration between systems to streamline processes.
• Research, test and implement AI tools that improve internal operations and team productivity.
• Build and maintain automations to reduce manual processes and improve consistency.
• Coordinate with technology vendors and service providers to resolve issues.
• Track and manage vendor requests and ongoing needs.
• Explore and evaluate new tools and platforms as needed.

Qualifications

• 2-5 years of experience with technology in operations, business support, or financial services preferred.
• Experience working with macOS is required.
• Google Workspace experience is strongly preferred.
• Experience with workflow automation tools (Zapier, APIs, etc.) or a strong interest in learning automation and AI technologies.
• Must be comfortable learning and managing multiple technology platforms.
• Strong organizational skills and attention to detail.
• Able to manage multiple projects and follow through consistently.
• Process-oriented mindset with a desire to improve efficiency.
• Strong written and verbal communication skills.
• High level of accountability and ownership.