No-Code Systems & Automation Associate

Truepoint Wealth Counsel; Blue Ash (OH); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Truepoint Wealth Counsel is seeking a Business Systems Specialist Associate to optimize and maintain business systems using no-code databases to streamline processes and improve efficiency. You will collaborate across departments to tailor solutions and support scalable operations, with ongoing system support to ensure reliable internal platforms.

The role emphasizes learning, autonomous handling of simple tasks, and contributing to firm-wide strategic initiatives in a hybrid work environment.

Qualifications

• 2+ years of experience in a similar role.
• Experience with no-code automation platforms preferred, including customization, scripting, and integration capabilities.
• Ability to manage projects from concept through implementation, with strong attention to detail and execution.
• Ability to research, test, and implement solutions in a fast-paced environment.
• Demonstrated problem-solving and critical thinking capabilities, with a resourceful approach to developing solutions.
• Commitment to ongoing professional development and adaptability in a changing industry.

Responsibilities

• Support the evaluation, implementation, and administration of business systems and operational workflows, helping improve efficiency and consistency across the firm.
• Conduct system audits and data quality reviews, helping maintain data accuracy, system integrity, and operational effectiveness.
• Assist with the design, maintenance, and enhancement of no-code database(s) to support departmental and firm-wide business needs.
• Support automation and workflow improvement initiatives, including configuration, testing, and documentation of solutions that reduce manual processes and improve efficiency.
• Assist with system integrations and data management activities, helping maintain consistency, accuracy, and connectivity across business platforms.
• Support troubleshooting and resolution of system and integration-related issues as needed.
• Provide user support for business systems and technology platforms, helping answer questions, troubleshoot issues, and support adoption of new tools and processes.
• Assist in the development of user documentation, training materials, and process resources to support effective system utilization.
• Support reporting, dashboard development, and data analysis activities, helping teams monitor business processes, operational performance, and key business metrics.

Job description

Truepoint Wealth Counsel is seeking a Business Systems Specialist Associate to optimize and maintain business systems using no-code databases to streamline processes and improve efficiency. You will collaborate across departments to tailor solutions and support scalable operations, with ongoing system support to ensure reliable internal platforms.

The role emphasizes learning, autonomous handling of simple tasks, and contributing to firm-wide strategic initiatives in a hybrid work environment.