Looking for a different career view? Join Kingsview!

Are you looking to be part of an energetic, progressive and innovative team where you’re valued for what you bring to a position through your skills, education and experience? Kingsview Partners is the answer!

Kingsview Partners is a multi-faceted, fee-based investment advisory firm with offices throughout the United States. We are an organization where we believe the first step in successful investment management is sound financial planning, ensuring that every client get the specialized attention required to meet their investment needs. To Kingsview, the only thing that matters is long term client satisfaction.

Some of the Kingsview great benefits for employees are:

· 401k matching

· Employer paid medical

· Employer paid dental

· Employer paid vision

· Employer paid AD&D and Life Insurance

· Health Savings Account

· Wellness benefit program

· Paid vacation and sick time

· Casual Fridays

· Paid NYSE Holidays

· Snacks, sodas and amazing coffee!

Kingsview is looking for a new member to join our dynamic team!

Job description, required education and experience below:

Objective:

IT Helpdesk Technician supports Kingsview by playing a key role in running and coordinating the day-to-day operations in a fast-paced office. This position will successfully perform varied IT and administrative duties. This position requires an IT background with a strong aptitude for technology, including experience with MS Office Suite and the ability to quickly adapt to in-house software.

Essential Functions:

• Answer phones & greet clients in a friendly, warm manner.
• General IT responsibilities as assigned.
• Research and continuously follow up, record, document, and communicate with financial professionals and clients.
• Input documents and keep databases up to date.
• Respond to advisor or client inquiries on technical questions via phone, email, chat, or ticket.
• Reviews and signs material, as authorized.
• Various industry-specific tasks.

Travel: 10%

Required Education & Experience:

• Relationships: Maintain positive working relationships with others, both internally and externally.
• Needs Assessment: Anticipate, understand, and respond to the needs of their employer and the clients to meet or exceed their expectations.
• Teamwork: Follows direction well, works cooperatively and effectively with others to set goals, resolve problems, and make decisions to enhance the company’s effectiveness; ability to undertake self-directed tasks when necessary; open to learning new skills.
• Organization: Excellent attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule, and the ability to make clear and timely decisions.
• Accuracy: Perform work tasks with high attention to detail, with the ability to reliably ensure complete accuracy of data and documents.
• 2 years of experience in a busy office (serving in the financial services, medical or legal industry) preferred.
• 1 years of general IT experience preferred.
• Associates degree preferred but not required.
• Frequent and/or extended travel may be required.
• Must successfully pass a background check.

Preferred Education & Experience:

• Associate or bachelor’s college degree preferred but not required.
• Industry knowledge of wealth management.

Work Environment & Physical Demands:

Indoor, office setting with essential physical requirements, such as climbing, standing, stooping or typing. Possibility of physical effort/lifting up to 20 to 50 pounds.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person