Operational Specialist

Job Title: Operations Specialist – Risk & Assurance OperationsLocation: Hybrid (3 days onsite / 2 days remote)- Dallas, TXAbout 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 efficiencyResearch, evaluate, and implement AI solutions that enhance departmental workflows and proceduresDraft, edit, and prepare reports, presentations, memos, and executive-level materials for leadership and Audit Committee meetingsConsolidate complex data from multiple stakeholders into clear, polished PowerPoint presentations, Word documents, and Excel reportingCreate and maintain departmental templates, formatting standards, and style guides across Word, Excel, and PowerPointMaintain dashboards, tracking tools, and reporting schedules to ensure visibility into department performance and deadlinesDevelop policies, procedures, charters, templates, and records retention documentationCoordinate department calendars, recurring deliverables, and operational workflowsManage training records, certification documentation, and in-house Continuing Professional Education (CPE) trackingFacilitate training sessions and support professional development initiativesQualifications:Bachelor’s degree required3+ years of experience in operations, business management, program coordination, or a related fieldStrong technical writing and presentation development experience, especially within PowerPoint, Word, and ExcelExperience utilizing AI tools to improve processes, reporting, and operational workflowsExcellent organizational, communication, and project coordination skillsAbility to manage multiple priorities and work directly with senior leadershipStrong attention to detail and ability to produce polished, executive-facing materialsPreferred Qualifications:Background in audit, risk, compliance, or financial servicesExperience supporting executive leadership or Audit Committee reportingFamiliarity with records retention, training coordination, and departmental operations management