Business Systems & Data Administrator

Provenance Wealth Advisors; Miami, Fort Lauderdale (FL, FL); On-site; USD 85,000 - 110,000; Full time

Job summary

Provenance Wealth Advisors seeks a Business Systems Administrator to support, optimize, and enhance the firm\'s technology ecosystem across CRM, reporting, and analytics tools. You\'ll collaborate with leadership to improve technology adoption, data quality, and operational efficiency while contributing to digital transformation initiatives.

Responsibilities include maintaining system configurations, dashboards, automations, and data workflows; supporting Microsoft 365, Power BI, and other

Responsibilities

• Serve as a primary internal resource for the firm's technology ecosystem, including CRM, portfolio reporting, workflow tools, custodial platforms, data and reporting systems, integrations, approved AI solutions, and other business applications utilized by the firm.
• Maintain and support system configurations, workflows, user permissions, dashboards, reporting tools, automations, data quality initiatives, and system documentation across applicable platforms.
• Partner with business units to identify technology needs, improve system adoption, and translate business requirements into practical system enhancements.
• Support data imports, exports, validation activities, data cleanup, and reporting requests across business systems to help ensure data accuracy, reliability, and operational effectiveness.
• Troubleshoot user issues, coordinate vendor support, track open technology items, and assist with timely resolution of platform-related questions and system issues.
• Develop and maintain procedures, system standards, user guides, and best-practice documentation for core technology platforms.
• Support ongoing efforts to improve system adoption, platform utilization, reporting capabilities, and operational efficiency.
• Assist with technology initiatives involving Microsoft 365, Teams, SharePoint, Power BI, DocuSign, custodial platforms, financial planning tools, and future systems adopted by the firm.
• Develop, modify, and maintain standard and ad hoc reports, dashboards, data extracts, and operational reporting solutions to support business needs.
• Assist with system configuration updates, workflow maintenance, business process changes, and platform enhancements in accordance with business requirements.

Job description

Provenance Wealth Advisors seeks a Business Systems Administrator to support, optimize, and enhance the firm\'s technology ecosystem across CRM, reporting, and analytics tools. You\'ll collaborate with leadership to improve technology adoption, data quality, and operational efficiency while contributing to digital transformation initiatives.

Responsibilities include maintaining system configurations, dashboards, automations, and data workflows; supporting Microsoft 365, Power BI, and other