Digital System Coordinator
7 days ago
Main Responsibilities:
• Oversee the management and enhancement of CRM systems and cloud applications to ensure optimal performance and alignment with organizational needs.
• Provide guidance and support to company users on system-related inquiries and troubleshooting issues.
• Develop and maintain technical documentation, guidelines, and training materials for existing and forthcoming systems within the company.
• Deliver ongoing training programs for employees on company systems and ensure they are proficient and up-to-date with technological tools and processes.
Requirements:
A Bachelor's degree or equivalent in information technology, project management, or a related field.
Minimum 1-year experience within the Financial Services industry.
Experience with CRM systems (EliteWealth preferred) and working knowledge of integration and reporting practices would be advantageous.
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