Application Support Specialist - Business Operations Assistant

Application Support Specialist - ideal person was Business Operations Assistant
Onsite in either our Fairfield CT or Chicago IL offices, local candidates to those offices only please
Salary: $85,000 range depending on experience and skills

We are a growing financial services organization seeking an Application Support Specialist to maximize the value of our business applications through user adoption, process improvement, best practices, and ongoing system optimization.

This role is ideal for someone who has worked in wealth management, financial services, or insurance operations and understands how business users leverage technology to support day-to-day activities.

Ideal Candidate:
The ideal candidate has worked as a Business Operations Assistant (BOA), operations professional, or application power user within wealth management or insurance. You are process-oriented, collaborative, and passionate about helping users get the most value from technology while driving operational excellence.

Responsibilities:
- Improve productivity, efficiency, and user experience across business applications.
- Drive adoption and maximize the value of software investments.
- Establish and maintain business process standards and best practices.
- Serve as the voice of end users when working with software vendors.
- Lead continuous improvement initiatives focused on operations, advisor experience, and data quality.
- Facilitate training sessions, user forums, and knowledge-sharing initiatives.
- Gather and document business requirements and process improvements.
- Promote best practices and support application enhancements.

Requirements:
Application Support:
- Experience supporting or serving as a power user of business applications from the end-user perspective.
- Strong understanding of how applications support business processes.
- Experience in wealth management, insurance, or financial services environments preferred.

Business Analysis & Process Improvement:
- Experience gathering and documenting business requirements.
- Ability to create process flows, workflow diagrams, SOPs, and training materials.
- Proven ability to identify and implement process improvements.

Application Configuration:
- Experience configuring application settings and workflows to support business needs.
- Experience serving as a functional system administrator is preferred.

End-User Engagement:
- Experience training users, facilitating workshops, and promoting application best practices.
- Strong communication and stakeholder management skills.

Preferred Experience:
- Experience with platforms such as Wealthbox, Orion, StratiFi, Redtail, YCharts, or MoneyGuidePro.
- Experience within a wealth management office, RIA, broker-dealer, or insurance agency.
- Participation in software implementations, upgrades, or system rollouts from the business user perspective.

 

Benefits

Medical
PTO
Holidays

Email Your Resume In Word To
[email protected]
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Rhona Kannon - Principal Director

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

This job was first posted by CyberCoders on 11/08/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

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