IT Systems and Project Manager
1 month ago
Oversee and Enhance CRM Systems: Ensure optimal performance and alignment with organizational needs.
Support and Guidance
Assist company users with system-related inquiries, troubleshooting issues, and providing guidance on effective use of services and resources.
Primary Point of Contact
Serve as the primary point of contact for our team, possessing expertise to troubleshoot and resolve complex cases effectively and efficiently.
Documentation and Training
Develop and maintain technical documentation, guidelines, training manuals, and best practices for existing and forthcoming systems within the company.
Training and Development
Deliver ongoing training programs for new and existing employees on company systems, ensuring all team members are proficient and up-to-date.
Staying Current
Proactively keep up-to-date with the latest developments and advancements in company and industry systems, including researching and adopting the latest innovations.
Website Maintenance
Maintain and improve the website to ensure seamless operation and integration of the latest digital trends.
Reporting and Compliance
Deliver detailed monthly reports for directors, including implementation, system management activities, and compliance adherence.
Qualifications and Experience
A bachelor's degree in information technology, project management, or a related field; minimum 1-year experience within the Financial Services industry.
Preferred Qualifications
Experience with CRM systems, working knowledge of integration and reporting practices, and proven ability to manage digital document workflows.
Key Skills and Abilities
Strong analytical and problem-solving skills, ability to work in a team-oriented environment, and a positive attitude with a proactive approach to problem-solving.
This role will significantly contribute to our mission of delivering exceptional financial planning solutions to our clients by focusing on the management, development, and optimization of our technological infrastructure.
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