Technology Operations Intern

Job Description

Job Description

Description:

About Us:

OnePoint BFG Wealth Partners is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a Technology Operations Intern to join our Technology Team to support our growing initiatives.

Job Brief:

This role supports the day-to-day administration and maintenance of the firm's core technology platforms, including CRM (Salesforce Financial Services Cloud), portfolio accounting (Orion), and electronic signatures (DocuSign). The ideal candidate is detail-oriented, eager to learn, and comfortable working in a fast-paced financial services environment.

Responsibilities:

CRM & Salesforce Administration

• Assist with break-fix support in Salesforce Financial Services Cloud (FSC), including basic data cleanup and routing tickets to the appropriate team member.
• Shadow and support the Sr. Associate on CRM maintenance tasks, learning platform configuration and workflows over time.

Portfolio Accounting — Orion

• Support data entry and validation efforts, checking account and client information accuracy and flagging any discrepancies to the Sr. Associate .
• Troubleshoot report issues, create one-off reports, and serve as the first point of contact for Orion-related break-fix issues.

Electronic Signatures — DocuSign

• Help administer the firm's DocuSign environment, including template management, envelope tracking, and user access.

Additional Platforms

• Provide day-to-day support and break-fix troubleshooting across other firmwide technology platforms as assigned.

Training & Onboarding

· Serve as a first point of contact for advisor and staff questions about the firm's technology platforms, triaging issues and escalating to the Sr. Associate as needed.

· Assist with onboarding and training new employees on the tech stack

Knowledge and Skills

• Proficiency with CRM platforms; Salesforce experience preferred
• Comfort with data entry, reconciliation, and reporting tools
• Strong attention to detail and problem-solving skills
• Excellent written and verbal communication
• Ability to work independently and manage multiple tasks
• Willingness to assist with user training and support

Education and Experience

• Bachelor's degree in Finance, Management Information Systems, or a related field
• Experience or coursework in financial services or fintech a plus

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.

Why Join Us:

· Opportunity to play a key role in the growth and success of a leading RIA firm.

· Collaborative and supportive team environment.

· Competitive salary and benefits package.

· Continuous professional development opportunities.

· High end office located in Parsippany NJ with gym on-site.

· Culture activities focused on health & wellness, team collaboration, and employee engagement.