Business Analyst
18 hours ago
**Job Summary**:
Educators Financial Group is proud to be one of the 2024 Best Workplaces in Financial Services and Insurance and is currently growing. We are looking to hire for a Business Analyst to support with business technology projects as well as with innovation and changes needed to improve CRM (customer relationship management) effectiveness.
Join our dynamic and supportive small team, where continuous learning, professional development and a proactive mindset are highly valued. Enjoy hybrid work arrangements (2 days at the office), outstanding group health benefits, defined benefits pension plan and a dedicated learning and development budget to support your growth. The annual salary range for the position is $58,000- $62,000.
As a Business Analyst, you will be supporting the capabilities of the organization’s Financial Services Cloud (FSC) solution and playing a vital role working closely with every department in the organization on business technology projects.
You will be responsible for:
- Working with stakeholders to understand business processes, gather requirements and participate in design solution development using Financial Services Cloud with data integration considerations.
- Providing support for the day-to-day use of Financial Services Cloud, including troubleshooting, data maintenance, and user training.
- Maintaining and supporting data management practices to ensure data accuracy and integrity.
- Maintaining project/work request reporting aligned to business impact and priorities.
**Qualifications**:
- Bachelor’s degree in business, Computer Science, or a related field
- Experience in a Business Analyst type role within the financial services industry
- Strong knowledge of the wealth management and related processes
- Solid knowledge of Salesforce and its capabilities. Achievement or working toward Salesforce and Financial Services Cloud Certification is a requirement
- Strong analytical and problem-solving skills, including working with stakeholders to gather and document requirements
- Excellent interpersonal, written, and verbal communication skills
- Ability to work effectively in a team-oriented, fast-paced environment
- Ability to manage multiple projects and prioritize tasks
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