Technology Associate

$55,000 - $75,000/Yr

Mission Wealth Management - Santa Barbara, CA

Full-time - Entry Level

Santa Barbara, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Technology Associate at Mission Wealth, you will play a crucial role in supporting the technology needs of the organization. This entry-level position is designed for individuals eager to launch their careers in technology and finance, providing extensive training on various platforms and job duties. You will assist with hardware requests, cloud applications, and client portal inquiries, ensuring a seamless technology experience for users.

Responsibilities

• Daily one-on-one communication with users on tech questions, issues, and research.
• Respond to requests via support ticket, virtual meeting, phone, email, or in-person.
• Manage support ticket queue promptly and courteously.
• Ongoing communication, follow-up, and relationship management with our IT service provider.
• Perform occasional hands-on technical work, with or without guidance.
• Act as an onsite technology resource for the Santa Barbara office headquarters.
• Long-term data maintenance, plus performing data hygiene with ongoing updates and projects.
• Provide assistance with Client Portal.
• Oversee new employee onboarding, including all hardware, user activations, and passwords.
• Facilitate all hardware provisioning, asset tracking, and support.
• Manage shipping and logistics for equipment.
• Facilitate new platform/software deployment assistance.
• Track user adoption and follow-through, using check-ins and project checklists.
• Provide technology training and platform adoption assistance, to both new hires and existing employees.
• Assist in writing and editing 'best practices' documents, standard operating procedures, and other training materials.

Requirements

• Strong hardware and software troubleshooting skills required.
• Excellent oral, written, and interpersonal communication skills required.
• Strong work ethic, job commitment, initiative, and organizational skills required.
• Strong computer skills with knowledge of Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, etc.) required.
• Experience in a helpdesk role a plus.
• Ability to work with all types of people and anticipate their support needs required.
• Experience with Salesforce, Tamarac, and Zoom Phone system a plus.

Nice-to-haves

• Experience in a helpdesk role a plus.
• Experience with Salesforce, Tamarac, and Zoom Phone system a plus.

Benefits

• 401(k)
• Adoption assistance
• Dental insurance
• Health insurance
• On-the-job training
• Profit sharing
• Vision insurance