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!

Summary:

Job Title: Systems Analyst

Classification & Type: Exempt, FTE

Salary Range: $55,000 - $70,000 Annually

Reports to: Daniel Rossiter

Objective:

The Kingsview Systems Analyst plays a key role in supporting the organization by running and coordinating day-to-day operations in a fast-paced office. This position will successfully perform varied IT and administrative duties and requires an IT background with a strong aptitude for technology, including experience with MS Office Suite, Microsoft Entra, and the ability to quickly adapt to in-house software.

Essential Functions:

• Work directly with IT staff members, third party vendors and Kingsview employees to complete assigned projects by the agreed due dates.
• Input company documents and keep databases up to date.
• Document and record project details and assignments.
• Provide constant communication (ie: updates/status reports) of projects and assignments.
• Respond to advisor or client inquiries on technical questions via phone, email, chat, or ticket.
• Perform IT support duties, as needed.
• Reviews and signs material, as authorized.
• Perform a variety of industry-specific tasks, as needed.

Essential Skills:

• Relationships: Maintain positive working relationships with internal and external stakeholders.
• Needs Assessment: Anticipate, understand, and respond to needs of our Advisors and their clients to meet or exceed expectations.
• Teamwork: Follow direction well, work cooperatively and effectively with others to set goals, resolve problems, and make decisions to enhance the company’s effectiveness.

Self-Management: Undertake self-directed tasks when necessary; remain open to learning new skills.

• Organization: Excellent attention to detail, the capacity to prioritize by assessing situations to determine urgency, the 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.

Required Education & Experience:

• 2 years of IT Helpdesk experience
• 2 years of experience in a busy office (serving in the financial services, medical or legal industry) preferred.

Preferred Education & Experience:

• 3 years of Helpdesk experience
• 1 years of general IT experience
• 1 year of Systems Analyst experience or related field
• Associate or bachelor’s college degree in Computer Science or related degree
• 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 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.

Travel: Up to 20%

Note: As an exempt full-time employee of Kingsview Partners LLC you may be expected to work various days and hours according to business needs. This includes but is not limited to expedited travel with short notice.

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

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

Experience level:

• 2 years

Schedule:

• 8 hour shift

Work Location: In person