Systems & Operations Analyst
$60,000–$85,000 year
On-siteAventura, Florida, United States
Aventura, Florida, United StatesOn-siteFull Time$60,000–$85,000 yearMid Level
Full TimeMid Level
Job Summary
Administer and optimize core internal systems including Wealthbox, Addepar, and Box to improve operational efficiency. Identify manual, repetitive processes and build simple workflows and integrations between them. Assist in developing internal tools using AI and provide functional support to users regarding system usage. Collaborate on process implementation and controls, including RIA compliance requirements in the U.S. Work directly with leadership to train and be mentored by a senior IT Head.
Required Qualifications
- 1–3 years of experience
- Background in operations, technology, consulting, fintech, or similar roles with exposure to business systems
- Builder mindset — practical, not theoretical
- Curious and self-taught
- Proactive and organized
- Fast learner
- Comfortable working alongside non-technical teams
Desired Qualifications
- Experience with CRM systems, automation tools (Zapier, Make, etc.), or AI tools (ChatGPT, etc.)
- Interest in or experience with CRM systems, automation tools (Zapier, Make, etc.), or AI tools (ChatGPT, etc.)
- Excel / Google Sheets (intermediate)
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