Operations and Technology Specialist

Wiser Wealth Management is currently looking to add new talent to our growing team. We are a rapidly growing financial planning and wealth management firm located in Marietta, GA. Our top priority is providing the best service to our clients and collaborating within our team to meet objectives and expectations in a timely fashion. About The Role We are seeking a detail-oriented and systems-minded Operations & Technology Specialist to support and improve the operational efficiency of our firm. This role is responsible for maintaining and enhancing our operational workflows, systems and processes that support our team and client experience. The ideal candidate is a quick learner who enjoys solving problems, improving systems, and helping the firm operate more efficiently as it grows. What You Will Do Operations & Process Management Maintain and update internal workflow templates to ensure consistency and efficiency across the firm Document and refine standard operating procedures (SOPs) Support ongoing operational projects and firm initiatives Identify opportunities to improve processes and streamline internal operations Systems Administration Serve as an administrator for key technology systems Manage user access, onboarding, and off-boarding for employees Maintain system data integrity and support ongoing system organization Serve as a point of contact for employee technology questions and troubleshooting Integrations & AI Implementation Assist with evaluating and implementing new technology tools to improve efficiency Support integration between systems to streamline processes Research, test and implement AI tools that improve internal operations and team productivity Build and maintain automations to reduce manual processes and improve consistency Coordinate with technology vendors and service providers to resolve issues Track and manage vendor requests and ongoing needs Explore and evaluate new tools and platforms as needed What You Will Bring 2-5 years of experience of technology in operations, business support, or financial services preferred Experience working with macOS is required Google Workspace experience is strongly preferred Experience with workflow automation tools (Zapier, APIs, etc.) or a strong interest in learning automation and AI technologies Must be comfortable learning and managing multiple technology platforms Strong organizational skills and attention to detail Ability to manage multiple projects and follow through consistently Process-oriented mindset with a desire to improve efficiency Strong written and verbal communication skills High level of accountability and ownership Financial industry experience preferred. What We Offer Competitive Compensation (based on experience) 401(k) with a Company Match Join a fee-only, fiduciary firm committed to putting clients first and serving with integrity. Be part of a thoughtful, mission-driven team focused on delivering excellence in financial planning and wealth management. Opportunity to work in an environment of continuous improvement, where compliance isn’t just a checkbox but a genuine business component that supports client trust and firm culture. Bonus opportunities tied to professional development and firm growth Growth potential through exposure to multiple facets of wealth management operations. This is a full-time position with the potential for a hybrid work arrangement. Standard hours are Monday through Friday, 9am to 5pm. #J-18808-Ljbffr Wiser Wealth Management, Inc.