Operations Operations Specialist

Lead with Purpose. Partner with Platform Operations Specialist supports Bluespring Wealth Partners by assisting with operational initiatives firm onboarding activities process execution and platform adoption efforts. This role works closely with internal teams and partner firms to help ensure a consistent operational experience while supporting the growth and integration of Bluespring ideal candidate is organized detail-oriented service-focused and interested in developing expertise in wealth management operations platform services and firm Youll Do:Support day-to-day operational initiatives across Bluespring with execution of operational projects and process and follow up on operational requests issues and action operational documentation procedures and knowledge with shared services teams to support timely issue reports presentations and status hire onboarding supportMaintain operational trackers and reporting data collection validation and reporting with testing and validation of operational processes and technology issues and risks identified during day-to-day partner firms in understanding and utilizing approved platform develop training materials guides and resource feedback from firms and identify opportunities for operational consistent use of operational best You Bring:Strong organizational and time-management attention to verbal and written communication to manage multiple projects and priorities problem-solving skills and willingness to and customer-service-oriented with Microsoft Office applications particularly Excel PowerPoint and TeamsBachelors degree preferred.13 years of experience in operations project coordination client service financial services or a related with common fintech and CRM systems such as Redtail Salesforce Black Diamond Orion or similar is with project management tools or workflow platforms is with wealth management RIA operations or financial services is preferred.