Business Systems Specialist in Blue Ash, Ohio at Truepoint Wealth Counsel

The Business Systems Specialist Associate supports the optimization and maintenance of business systems with a focus on leveraging no-code database(s) to streamline processes and improve operational efficiency. As a member of the Innovation team, this role collaborates with departments across the firm to understand workflow needs, support the implementation of tailored solutions, and assist in maintaining effective and scalable business processes.

The Business Systems Specialist Associate also provides ongoing system and process support to help ensure the reliable and efficient operation of internal business systems and contributes to the successful execution of team and firm-wide strategic initiatives.

• Develop foundational skills with limited experience, executing assigned tasks from more senior team members with accuracy, consistency, and reliability while demonstrating professionalism and effective use of core technology tools.
• Build autonomy by managing simple responsibilities independently, meeting expectations for timeliness and attendance, and identifying and solving basic problems as skills develop.

Business Systems Management

• 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.

Databases & Automation

• 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.

Systems Integration & Data Management

• 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.

User Support & Training

• 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.

Reporting & Analytics

• Support reporting, dashboard development, and data analysis activities, helping teams monitor business processes, operational performance, and key business metrics.

• Demonstrate a learning mindset by actively seeking, receiving, and applying feedback to support ongoing development.
• Communicate clearly and professionally, both verbally and in writing, with team members and leadership.
• Collaborate effectively with teammates, contributing to a positive and productive team environment.
• Demonstrate personal accountability and reliability in completing assigned responsibilities.
• Adapt to changing priorities, support team needs, and contribute to process improvements where appropriate.

• Bachelor’s degree required.
• 2+ years of experience in a similar role.
• Experience with no-code automation platforms preferred, including customization, scripting, and integration capabilities.
• Experience using no-code automation platforms, or exposure to programming languages such as JavaScript or Python.
• 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.

We are a team of good people who put forth relentless effort to serve others.

Demonstrate Truepoint’s Core Values:

• We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in, and we actively help our teammates grow and succeed.
• Of good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
• Who put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond and continually improve.
• To serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues – we strive to exceed expectations.

• Prolonged periods of working on a computer and occasional periods sitting.
• May have to lift up to 15 pounds.
• Minimal travel required. Frequent attendance at internal meetings required.
• Occasional attendance at meeting with outside partners.
• Travel outside the region may be required for business and/or professional development.
• In our hybrid work environment, the company reserves the right to modify in-office attendance requirements at its discretion based on business needs.

This position description in no manner neither states nor implies a contract of employment. Job duties and responsibilities may be added, changed or deleted at managements’ discretion at any time. This written description does not limit the duties and responsibilities by the assigned incumbent.