Job Title: Operations Specialist – Risk & Assurance Operations
Location: Hybrid (3 days onsite / 2 days remote)- Dallas, TX
About the Role:
We are seeking an Operations Specialist to support the Risk & Assurance Operations team in driving consistency, efficiency, and high-quality deliverables across the department. This role sits at the intersection of AI, technical writing, and department operations, making it ideal for someone who thrives in a fast-paced environment and enjoys improving processes through innovation.
This individual will work closely with senior leadership to create executive-level materials, streamline workflows using AI-enabled tools, and support critical department operations including reporting cycles, training coordination, and documentation standards.
This is a highly visible role supporting leadership and Audit Committee reporting, requiring strong communication skills, exceptional organization, and the ability to transform complex information into polished, executive-ready deliverables.
Key Responsibilities:
- Utilize AI-enabled tools and emerging technologies to improve reporting, content development, and operational efficiency
- Research, evaluate, and implement AI solutions that enhance departmental workflows and procedures
- Draft, edit, and prepare reports, presentations, memos, and executive-level materials for leadership and Audit Committee meetings
- Consolidate complex data from multiple stakeholders into clear, polished PowerPoint presentations, Word documents, and Excel reporting
- Create and maintain departmental templates, formatting standards, and style guides across Word, Excel, and PowerPoint
- Maintain dashboards, tracking tools, and reporting schedules to ensure visibility into department performance and deadlines
- Develop policies, procedures, charters, templates, and records retention documentation
- Coordinate department calendars, recurring deliverables, and operational workflows
- Manage training records, certification documentation, and in-house Continuing Professional Education (CPE) tracking
- Facilitate training sessions and support professional development initiatives
Qualifications:
- Bachelor’s degree required
- 3+ years of experience in operations, business management, program coordination, or a related field
- Strong technical writing and presentation development experience, especially within PowerPoint, Word, and Excel
- Experience utilizing AI tools to improve processes, reporting, and operational workflows
- Excellent organizational, communication, and project coordination skills
- Ability to manage multiple priorities and work directly with senior leadership
- Strong attention to detail and ability to produce polished, executive-facing materials
Preferred Qualifications:
- Background in audit, risk, compliance, or financial services
- Experience supporting executive leadership or Audit Committee reporting
- Familiarity with records retention, training coordination, and departmental operations management
