AI & Automation Specialist
2 weeks ago
Position Overview
We are seeking a forward-thinking and technically strong individual to play a key role in driving the company's digital transformation journey. This role will be responsible for exploring, designing, and implementing AI-powered solutions to enhance user experience, advisor productivity, onboarding, training, data integration, workflow efficiency, and overall operational excellence.
The ideal candidate is hands-on, innovative, and passionate about leveraging automation and AI to create meaningful impact across the organisation.
Key Responsibilities
AI Innovation
- Explore, propose, and prototype new AI features to enhance CRM ecosystem modules.
- Build AI assistants to support advisors across onboarding, sales processes, compliance reminders, product recommendations (non-financial advice), and workflow completion.
- Implement AI-powered summarisation, OCR, classification, and data extraction tools to reduce manual workloads.
- Develop AI-derived insights to analyse advisor performance, identify gaps, forecast trends, measure engagement, and highlight coaching opportunities.
Automation Development
- Build, optimise, and maintain workflow automation using Power Automate, Microsoft 365 tools, , or Zapier.
- Integrate automation into existing business processes to improve consistency, accuracy, and turnaround time.
Continuous Research & Capability Exploration
- Actively research the latest in AI technology such as Microsoft Copilot, OpenAI updates, and emerging automation platforms.
- Recommend new capabilities that can enhance efficiency and digitalise manual processes across departments.
Requirements
Qualifications
- Diploma or Degree in Information Technology, Computer Science, or related discipline.
- Certifications in AI, automation, or Power Platform will be an added advantage.
Technical Skills
- Strong hands-on experience with Power Automate, , or similar automation platforms.
- Familiarity with OpenAI APIs, prompt engineering, and chatbot platforms (e.g., Chatbase, Botpress).
- Experience integrating systems through APIs (REST, JSON, webhooks).
- Basic proficiency in Python, JavaScript, or PowerShell.
- Bonus: Knowledge of Power BI, Azure AI, SQL, or cloud services.
Soft Skills
- Creative problem-solver with the ability to identify and propose impactful automation and AI opportunities.
- Strong communication and documentation skills with the ability to engage stakeholders effectively.
- Self-driven and able to work independently in a fast-paced environment.
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