No-Code Systems Specialist - Automation & Analytics

Truepoint Wealth Counsel, LLC; Blue Ash (OH); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Truepoint Wealth Counsel, LLC in Blue Ash, Ohio seeks a Business Systems Specialist Associate to optimize and maintain business systems with a focus on no-code databases, collaborating across departments to streamline processes and improve efficiency.

The role supports system reliability, development of user documentation, and participation in firm-wide initiatives while building autonomy and professional growth in a hybrid work setting.

Qualifications

• 2+ years of experience in a similar role.
• Experience with no-code automation platforms.
• Ability to manage projects end-to-end with attention to detail.

Responsibilities

• Support evaluation, implementation, and administration of business systems and workflows.
• Conduct system audits and data quality reviews to ensure accuracy.
• Assist design and maintenance of no-code databases and automation.
• Provide user support and develop training materials for new tools.

Skills

No-code platforms

Business systems management

Data quality & audits

Reporting & analytics

System integration

Job description

Truepoint Wealth Counsel, LLC in Blue Ash, Ohio seeks a Business Systems Specialist Associate to optimize and maintain business systems with a focus on no-code databases, collaborating across departments to streamline processes and improve efficiency.

The role supports system reliability, development of user documentation, and participation in firm-wide initiatives while building autonomy and professional growth in a hybrid work setting.