Systems & Project Coordinator

Key Responsibilities:

• Manage and enhance the CRM system and cloud applications, ensuring their optimal performance and alignment with business objectives.
• Troubleshoot system-related inquiries and issues, providing effective guidance to users across various departments.
• Develop and maintain technical documentation, training manuals, and best practices to ensure the efficient operation of all systems.
• Lead training initiatives for new and existing employees to ensure system proficiency and ongoing development.
• Stay up to date with industry trends, researching and adopting the latest AI and technology advancements to improve operations.
• Maintain and improve the company website, focusing on user experience and aligning with the brand and mission.
• Provide monthly reports on system management activities, implementation outcomes, and compliance to support strategic decisions.

Qualifications, Skills, and Experience:

• Bachelors degree or equivalent in Information Technology, Project Management, or a related field.
• Minimum 1 year of experience in the Financial Services industry.
• Desirable Experience:
• CRM system experience (EliteWealth preferred), with knowledge of integration and reporting practices.
• Experience with digital document workflows, including e-signature solution development.
• Proven experience in process optimization, automation, and data handling using online forms, document generation tools, and scripting.
• Knowledge of web-based platforms and system customization.
• Strong analytical and problem-solving skills.
• Ability to collaborate in a team-oriented environment, with excellent communication and relationship-building skills.
• Proactive, detail-oriented, with the ability to multitask and meet deadlines.

If you're a motivated and forward-thinking individual looking to make a real impact in a fast-paced, innovative environment, we want to hear from you!

*Only shortlisted candidates will be contacted*