Department:

Technology Reports to:

Director of IT Travel Requirement:

Occasional (estimated 5-10%)

Employment Type:

Full-time, Exempt Position Summary The IT Systems & Support Specialist is responsible for delivering Tier 1 and Tier 2 support across a Microsoft-based environment, with an emphasis on high-quality, concierge-style service to both internal employees and advisory teams. This role supports a secure, compliant, and well-documented technology environment by assisting in endpoint management, SaaS administration, and identity and access control. The position involves daily support work, project participation, and coordination with our managed service provider (MSP) and external vendors. The ideal candidate brings a generalist mindset, thrives in a remote-first setting, and is comfortable solving problems independently across a variety of tools, systems, and user needs. Key Responsibilities

• Provide Tier 1 and Tier 2 IT support to internal employees via email, chat, and ticketing system, delivering a high-touch, concierge-style service experience that prioritizes responsiveness and follow-through
• Manage onboarding and offboarding processes not just for individual users, but also for full advisor teams — including hardware logistics, identity/access setup, licensing, workspace configuration, and app provisioning
• Troubleshoot technical issues related to Microsoft 365 apps (Outlook, Teams, SharePoint), connectivity, and device management
• Administer and support Microsoft Entra ID, Intune, Conditional Access, Defender for Endpoint, and Microsoft Purview — contributing to the creation and maintenance of a secure, compliant environment that protects personal and company data
• Coordinate directly with our MSP and external vendors to resolve escalated tickets, support end users, and complete systems-related tasks
• Assist with execution of IT-related projects in collaboration with third parties (e.g., rollout of SASE platform, SharePoint migrations, security configuration)
• Maintain asset inventories and support standardization of devices and endpoint configurations
• Help document processes, workflows, and recurring support needs in internal documentation systems
• Monitor system and ticketing trends to flag recurring problems or inefficiencies
• Travel occasionally to support physical site needs (e.g., onboarding advisors, live events, equipment deployment)
• Perform as a generalist — able to handle a broad range of support and systems tasks rather than specializing in a narrow area

Qualifications Required:

3+ years of experience in IT support, systems administration, or a similar role Working knowledge of Microsoft 365, including Outlook, SharePoint, and Teams Experience administering Intune, Entra ID (formerly Azure AD), and Conditional Access policies Familiarity with end-user device support across Windows, iOS, and Android Ability to troubleshoot SaaS-related user access and security issues Strong written and verbal communication skills Self-motivated and able to work independently with minimal supervision

Preferred:

Experience supporting remote-first teams Familiarity with tools such as ClickUp, Zoom, RingCentral, Torii Exposure to compliance-conscious environments such as financial services Power BI, Power Automate, or scripting experience (basic level)

Job Type:

Full-time Pay:

$60,000.00 - $75,000.00 per year

Benefits:

401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance

Work Location:

Remote