IT Support Specialist

Job Summary

The most important function of the Technology Specialist is implementing and managing the adoption and use of technology in the Firm and also managing activities supporting the integration and sustainment of business technology and tools. Integration includes incorporating the suite of tools into the Firm’s and advisor’s business model, training, and communication. This includes the setup, rollout, maintenance, and oversight of specific technology requirements, practices, and equipment. It also includes overseeing effective, secure & compliant agent systems and software usage.

This full-time, 100% in-office role requires a strong, technical, experienced professional who is looking to continue growing in a career with a successful company while adding value and making an impact. Exceptional technology knowledge and bilingual verbal and written communication skills are a must. This job requires a highly conscientious, dedicated individual with strong adaptability, organization, technology, and people skills.

Job Responsibilities:

· Technical support to facilitate the effective use of business technology tools by advisors and staff.

· Continue to develop the practice management use, training, and communication of business technology tools.

· Transfer knowledge and skills to advisors to successfully use the various business technology tools in their practice.

· Collaborate with the management team to establish, set expectations, and communicate firm goals regarding business technology tools.

· Coordinate and manage resource materials to ensure proper support materials are available and communicated.

· Coordinate the introduction of business technology tools to new advisors.

· Provide timely administration of all new business technology tool enhancements.

· Drive the integration of the business technology tools into the sales cycle.

Job Type: Full-time

Pay: From $16.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person