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Company

Wealth Enhancement Group · 1 day ago

Business Systems Associate

United States

Full-time

Remote

Entry, Mid Level

$60K/yr - $70K/yr

2+ years exp

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Responsibilities

Assist with reporting of Salesforce usage analytics

Track current usage on processes that have been identified for future enhancement

Report adoption rates and usage for new processes and enhancements

Provide clarity around reporting as needed

Report information to Business Systems Specialist for dissemination as appropriate

Assist with building and maintaining Dashboards and Reports as needed

Develop and maintain dashboards to support both ATO and Advisor Teams with trend management and efficient work methods

Create a trend reporting system to identify areas of opportunity for enhancements, trainings, or additional communications

Responsible for auditing and tracking of resource update requests from internal team members

Assist with monthly team reporting and analysis

Create an attendance tracking and reporting system for all team facilitated company calls

Additional ad hoc reporting as needed

Help with developing tracking process and reporting of resources and content

Assist as needed with reporting and information requests for team-facilitated calls and trainings

Assist with additional ad hoc requests as needed

Create lasting value through trusted relationships

Act with integrity and keep your commitments

Actively listen and respond to address needs

Professional interactions with department customers

Always look for ways to improve

Challenge the status quo

Ask for feedback and be willing to change

Proactive, with a commitment to continuous learning

Flexible with the ability to accept, create, and manage change

Help our customers prevail by offering innovative solutions

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesforceExcelData reportingOrionBusiness analysisMicrosoft OfficeFinancial Services

Required

Bachelor’s degree (or equivalent experience) in business, finance or related field

2-4 years of experience with data reporting and analysis with systems like Excel, Salesforce, Orion

Strong attention to detail; ability to prioritize workflow and projects; able to work with deadlines and be flexible; strong organizational and time management skills

Excellent oral and written communication skills; listens effectively and clarifies information

Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible

Ability to work independently and within a group

Ability to provide work direction and motivate teammates to deliver

Proficient with Microsoft Office

Travel requirements up to 25%