About The Position

The Advisor Systems Administration Specialist will utilize data, research and technology to solve real customer problems in ways that meet the needs of the business. You will work with key stakeholders and partners to understand, map and solve problems with advisor applications, enabling the right access for our firms, delivering value to our business. Translate business needs into technical requirements and solutions.

Requirements

  • Must display Core Values
  • Strong written and verbal communication skills including technical writing skills
  • Ability to articulate technical solutions to various technical and non-technical stakeholders
  • Ability to translate business requirements into technical requirements
  • Proven experience in Microsoft/Google Admin
  • Excellent skills and knowledge in Microsoft Office365, Azure/Entra
  • Proven experience with improving operational efficiency, service delivery and information management across IT organization
  • Knowledge and ability to work with Agile Methodologies.
  • Experience: 2-3 years professional experience in IT Tier 1 related fields.
  • Will be required to register and fingerprint with FINRA
  • Education: Associate degree in Computer Science, Information Systems, or equivalent combination of education and experience.

Nice To Haves

  • Tier 2 experience preferred
  • Previous experience in an FMO/IMO setting is highly preferred.

Responsibilities

  • Serve as the first point of contact for new and existing Registered Representatives/Advisors seeking ongoing technical assistance over the phone, email or work ticket.
  • Walking customers through the problem-solving process.
  • Set up system access for new Registered Representatives/Advisors and employees.
  • Support and maintain user accounts within Advisor Applications, O365 Admin portal including rights, permissions and groups.
  • Learn about and become a Subject Matter Expert on the complex relationship between advisor applications.
  • Provides technical support, troubleshoots and resolves urgent technical issues and responds to help requests via phone and email.
  • Identifies, researches and escalates complex issues appropriately.
  • Prioritize workload based on impact to the organization and the firms.
  • Monitors system performance and performs remote troubleshooting through diagnostic techniques and pertinent questions.
  • Audits applications and access to maintain security and compliance requirements are met.
  • Determines the best solution based on the issue and details provided by customers.
  • Assists in escalation with difficult issues and expedites processes whenever possible.
  • Assist in managing a product backlog of support, enhancements, and project work; confirm alignment of priorities with business partners.
  • Create and submit logs to management timely, ensuring performance, reliability and scalability of data
  • Train, develop, document and equip additional team members with skills and abilities to perform in the position.
  • Serve as the subject matter expert to ensure alignment across the department.
  • Other duties as assigned.
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