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Job Position at Ascendant Financial

Automation/Technology Specialist

If you are interested in working independently in a fast-paced environment, providing support to the Ascendant Financial team, the position (Technology/IT Assistant Role) may be of interest to you. 

The Automation/Technology Specialist is responsible for the design, implementation, and maintenance of automated systems and technologies within the organization. Leveraging strong technical skills and a focus on innovation, this role aims to streamline operations, reduce costs, and enhance the overall functionality of automated processes. The Automation/Technology Specialist will also be involved in evaluating emerging technologies, recommending upgrades, and overseeing the deployment of new systems. Join our team as an Automation/Technology Specialist, where you will play a crucial role in supporting our team, managing our database, handling broadcasts, and creating detailed reports. This position is an excellent opportunity for individuals who are passionate about technology and eager to grow their skills in a company committed to mutual growth and development.

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What You Will Be Doing?

Job Responsibilities:

Technology Support and Implementation:

  •  Provide support for our CRM system, Keap (training will be provided).
    • New team member onboarding
    • Data tracking and reporting 
    • Live event preparation
    • Maintenance and optimization of CRM
  • Technology channel Responsible for providing immediate remote technical assistance for all technology-related issues. Duties include troubleshooting software problems, guiding users through step-by-step solutions, and escalating issues as necessary.
  • Zoom Webinar events. Responsible for setting up, configuring, and managing Zoom webinars. Duties include Creating webinars in zoom, updating corresponding Keap Campaigns, testing Webinar and campaigns,  and configuring live streaming to YouTube. 
  • Also tasked with generating separate performance reports for each webinar to assess reach and engagement. And sending out webinar performance reports to the entire company
  • MyDay (Add information to new clients to database, verify Lead sources before scheduled meetings, update lead sources, manually send confirmation emails)
  • Email broadcasts: Responsible for editing, formatting, and sending targeted marketing emails to prospects. Duties include ensuring accurate and effective messaging and tracking email performance metrics.
  • Advisor stats  Responsible for collecting daily statistics on advisor activities and generating concise reports.

Collaboration with Teams:

  •   Work closely with internal teams to ensure seamless use of software tools.
  •   Contribute to the documentation and reporting of technical issues.

Learning and Development:

  • Proactively learn and master software tools such as Keap, FixYourFunnel, and AppointmentCore.
  • Show a keen interest in understanding and contributing to the operations and growth of the company.




 

Preferred Experience & Attributes

  • High school diploma required; college or university degree is a plus.
  • Experience with computers and basic computer troubleshooting techniques.
  • Strong enthusiasm for learning new technologies and software.
  • Ability to self-teach and adapt to new technological environments.
  • Eagerness to learn and adapt to our technology stack.
  • Strong problem-solving skills, especially in situations with unfamiliar challenges.
  • Excellent communication skills and ability to work independently or collaboratively.
  • Commitment to ongoing personal and professional development.
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Ready For The Perks?

What We're Offering

Working In An Elite Team

Working with top-tier and like-minded individuals who has the ability and ambitions to grow.

 

Remote Work Position/In Person Office

Depending on where you are located, you will be either in a remote working position or be in our head office in Edmonton

 

Focus and develop on What you love

We work within our Unique Abilities – We strive to energize our team members by allowing them to work in roles that fascinate them. 

Interesting and Challenging Projects

Growth oriented environment where you will impact clients' business strategy and all their marketing efforts.

 

Supportive Management that Allows Freedom

Ability to express your ideas and value addition to the company. We encourage and value the ideas of our team as we believe that we are a team that grows together.

Competitive Payment Structure

We believe in fair wage to compensate the value that you bring. Payment is set according to the market standards. We reward hard work and we love sharing our wins with the team.

 
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WHAT IS IT LIKE TO BE A PART OF US?

We can write something to convince you. Why not hear it from our teammates on our team and be the judge for yourself?

Elizabeth Wall,
Sales Associate In Training

“The people are amazing. They're so supportive both professional and personally and they always are there to lend a hand or just check in on you to make sure that things are going well!”

Richard Canfield,
Advisor

“What really stands our for me (as a member of the Ascendant Team), is that we're working towards a common goal and we're trying families and business owners all over the country really rise to the occasion where they can actually see the fruits of their financial labor!”

Devan Borsboom,
IT and Automation Leader

“Why I love working for the Ascendant Financial Team and the biggest reason is we are a team of winners!”

Taran Sousa,
Sales Associate

“The journey is nothing but ABSOLUTELY BRILLIANT. The team is awesome! No matter who you interact with. Everyone is just so kind and really motivating in terms of a cohesive unit!”

Nadine Bernardin,
Administrative Associate

“Being part of Ascendant Financial makes me feel very welcome and being part of a team that supports one another has made it really easy to feel confident and comfortable while learning new things every single day!”

Carrie Johnson,
New Business Associate

“Even though I have only been with Ascendant Financial for 5 months, I already know it's where I meant to be. I love the culture of the company and I appreciate that the opportunities are there for you if you want them and the only limits that you have are the ones that you place on yourself.”

Apply Now

Job Position at Ascendant Financial

Technology/IT Assistant Role

 
Head Office

Ascendant Financial Inc

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  • info@ascendantfinancial.ca
  • Fax: 780-809-4455

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