SBSB Career Opportunities

Operations Specialist | Technology

Location: McLean, VA
Date Posted: 02-15-2017
Operations Specialist | Technology
Sullivan, Bruyette, Speros & Blayney, LLC (SBSB) has a current opening for an Operations Specialist in our Technology department to join our Wealth Advisory Practice in McLean, VA.  This position improves existing processes, builds new technology systems, and performs technology helpdesk functions.
About SBSB
Are you looking to be part of a collegial team at a successful firm?  SBSB takes a thoughtful, thorough, and personalized approach to providing financial planning, portfolio management, tax, and fiduciary services to our clients.

SBSB is committed to investing in our people and nurturing team members who embrace our philosophy of developing deep expertise, providing excellent client service, and putting clients’ needs first. Our collaborative, team-oriented environment results in exceptional opportunities for long-term professional development.

Key Operations Specialist Responsibilities:
  • Perform routine upkeep and audits of technology systems (hardware / software / scripted-jobs / infrastructure-inventory / data-feeds)
  • Investigate, develop, and implement new technology systems and platforms
  • Act as primary contact for most staff technology issues
  • Hold primary responsibility for building and implementation of application feature customization
  • Develop and maintain administrative knowledge of key applications
  • Train staff on new applications and/or processes when needed
  • Develop/deploy scripts to automate processes that can and should be done more efficiently
  • Evaluate software, as requested
  • Deploy and decommission software and systems
  • Maintain and improve systems documentation
  • Support presentation A/V requirements
  • On-board and off-board staff from a technology perspective
Key Operations Specialist Requirements:
  • Experience in technology support
  • Well-developed familiarity with the Microsoft Windows platform in a networked environment
  • Comfortable with at least one database product (e.g., MS Access, MS SQL, MySQL, etc.).
  • MS Excel proficiency
  • Proactive inclination to identify and analyze processes that need improvement and propose solutions
  • Meets deadlines reliably
  • Able to work in a fluid environment
  • PC Hardware familiarity
  • Good with both spoken and written communication
Additional consideration for:
  • Scripting exposure (e.g., Perl, VBScript, PowerShell, Python, etc.)
  • Salesforce familiarity
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