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IT & Operations Specialist

IT & Operations Specialist with Marketing and Bookkeeping Responsibilities

Job Overview:
We are looking for a dynamic and versatile individual to join our team as an IT & Operations Specialist. This unique role combines expertise in information technology, AI, operations, marketing strategies, and bookkeeping functions. The ideal candidate will be a proactive problem solver with a technical background and the ability to manage daily operations, support marketing initiatives, and maintain accurate financial records. This is an exciting opportunity to make a broad impact within our financial institution.  To ensure our systems run smoothly and efficiently, ultimately enhancing our customer service experience.

Onsite/In Office is expected Monday – Friday 8:00 – 5:00 with occasional after-hours availability.

Key Responsibilities:

  1. Information Technology (IT):
    • Maintain the company’s IT infrastructure, ensuring all systems, networks, and applications run smoothly.
    • Troubleshoot and resolve hardware, software, and network issues.
    • Be willing to work with Third Party IT company if unable to correct an issue alone.
    • Support the implementation of new IT solutions, including software installations, updates, and server management.
    • Ensure data security, backup, and recovery processes are up-to-date and function correctly.
    • Provide tech support to staff and assist in training on new technologies or systems.
  2. AI Utilization:
    • Assist in researching and integrating solutions that help streamline operations, enhance customer service, and provide actionable insights from the bank’s data
    • Ensure data is being utilized effectively to meet business goals
  3. Operations Management:
    • Monitor and streamline daily operations to improve overall efficiency and productivity.
    • Develop and implement operational processes and procedures to ensure smooth workflow.
    • Assist in vendor relationships and cost efficiencies.
    • Assist in coordinating projects and tasks across departments, ensuring that deadlines are met.
    • Help identify areas for operational improvement and suggest strategic changes.
  4. Marketing:
    • Assist in developing and executing digital marketing strategies (social media, email campaigns, etc.) to increase brand visibility and engagement.
    • Coordinate with internal personnel to create promotional content and campaigns.
    • Analyze and report on marketing performance, helping to optimize strategies based on data insights.
    • Maintain and update the company website and digital presence.
  5. Bookkeeping:
    • Manage day-to-day financial operations, including balancing various accounts
    • Automating financial processes
    • Developing custom tools to track expenditures
    • Discovering systems that align with budget goals 

Skills & Qualifications:

  • Experience in Information Technology, Business Administration, Marketing, Accounting, or a related field (or equivalent experience).
  • Proven experience in IT, operations, and technical support.
  • Understanding of digital marketing strategies and tools (social media, email campaigns, etc).
  • Willing to learn bookkeeping processes, and strong attention to detail.
  • Strong organizational and project management skills.
  • Excellent communication and interpersonal skills, with the ability to collaborate across departments.
  • Ability to handle multiple tasks simultaneously and meet deadlines.
  • Experience with Microsoft 365, Teams and Office Products (Excel, Word, Power Point, etc).
  • Web design and development is not required but would be a great asset

Why Join Us?

  • Be part of a growing company where your skills and contributions directly impact business success.
  • Enjoy a varied, hands-on role with the opportunity to develop expertise in multiple areas.
  • Work in a collaborative and dynamic environment encourages innovation and personal growth.

If you’re a tech-savvy, organized, and driven individual with a diverse skill set, we’d love to meet you. Apply now to join our team and take your career to the next level!