Advisor System Administration Specialist
Listed on 2026-01-14
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IT/Tech
Technical Support, IT Support, HelpDesk/Support
Role
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.
EssentialJob Functions
- 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.
- Walk 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.
- Become a Subject Matter Expert on the complex relationship between advisor applications.
- Provide technical support, troubleshoot and resolve urgent technical issues and respond to help requests via phone and email.
- Identify, research and escalates complex issues appropriately. Prioritize workload based on impact to the organization and the firms.
- Monitor system performance and perform remote troubleshooting through diagnostic techniques and pertinent questions.
- Audit applications and access to maintain security and compliance requirements are met.
- Determine the best solution based on the issue and details provided by customers. Assist in escalation with difficult issues and expedite 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.
- 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 Office
365, Azure/Entra. - Proven experience with improving operational efficiency, service delivery and information management across IT organization.
- Knowledge and ability to work with Agile Methodologies.
2-3 years professional experience in IT Tier 1 related fields. Tier 2 experience preferred. Previous experience in an FMO/IMO setting is highly preferred. Will be required to register and fingerprint with FINRA.
Associate degree in Computer Science, Information Systems, or equivalent combination of education and experience.
LicensingNone
Physical RequirementsOffice Position.
TravelNone.
All offers of employment are contingent upon clear results of a thorough background check.
CORE Values- Teamwork:
We value diverse teams that have a positive attitude and take ownership. - Integrity:
We don’t stop until we’re proud. Do the right thing, be honest and truthful. - Work Ethic:
We value hard work, dedication, and commitment to excellence. - Customer Service:
We are dedicated and we strive to serve customers at our best.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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