What are the responsibilities and job description for the IT Specialist position at Peak Retirement Planning, Inc.?
We are seeking an IT Specialist who is looking to enhance and maintain our technology infrastructure. This position has great upside as we continue growing. There will be leadership opportunities and the ability to make top-end compensation as we continue to grow and expand our IT department. The ideal candidate has adequate knowledge of IT operations, a strong need to succeed, and exceptional problem-solving skills.
Minimum Requirements:
- Internal drive to excel and stay up to date with the latest technology trends
- Excited about our mission and fast-growing firm
- Strong problem-solving skills and ability to work independently
- Desire for long-term employment
- Reliable with exceptional work ethic
- Professional and approachable attitude
- Willingness to learn new systems and tools quickly
- Strong organizational and communication skills
- Deep understanding of networking, cloud services, and security protocols preferred
- Deep Understanding of Windows-based machines and the Office 365 suite of products
Main Responsibilities:
- Maintain, troubleshoot, and upgrade hardware, software, and networks to ensure efficient operations across all offices
- Provide technical support and resolve IT issues for staff members, including troubleshooting desktop computers, mobile devices, printers, and other peripherals
- Implement data security measures to safeguard sensitive client and firm information, including managing firewalls, antivirus software, and network security protocols
- Manage and maintain cloud-based systems and data storage solutions, ensuring secure and seamless access to important files and applications for remote and in-office employees
- Assist in onboarding new employees by setting up user accounts, email, and workstations
- Work closely with our team to streamline technology processes that enhance our client service delivery, including integrating client management and financial planning software
- Assist in the integration of new software systems and tools as the firm continues to grow, ensuring they align with the company’s needs and goals
- Build out automations and workflows using software systems such as Zapier or Make
- Own management of CRM and other web presences.
- Manage the company's Office 365 Suite of programs (Outlook, SharePoint, OneDrive)
Job Type: Full-time
Pay: $45,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Paid time off
Work Location: In person
Salary : $45,000 - $100,000
