Information Technology Assistant
Information Technology Assistant
Posted on :
05-04-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 65000 - 75000
Vacancy
1 Vacancy
Posted on :
05-04-2025
Job Description
Position Objective
World Investment Advisors (formerly Pensionmark Financial Group) is seeking a dynamic and experienced Information Technology Associate to assist the IT Department with day to day technical services for our Advisors inhouse employees and in support of general operations. The ideal candidate will leverage their problemsolving expertise to identify and recommend solutions for issues sent to the department as well as assist on strategic initiatives and projects. With a strong commitment to delivering the best possible service the Associate will help in monitoring requests for service and ensuring successful engagement. This role requires exceptional communication skills to effectively collaborate with team members and stakeholders ensuring compliance with industry standards while contributing to the continuous improvement of our technical operations.
Primary Responsibilities
Required Qualifications
Preference Given to Candidates with the Following Qualifications:
Compensation
The salary for this position generally ranges between $65000$75000. We may ultimately pay more or less than the posted range and the range may change in the future. Pay within the salary range will be based on several factors including but not limited to relevant education qualifications certifications experience skills seniority geographic location performance and business or organizational needs. The firm also has a bonus program.
Perks & Benefits
About World Investment Advisors
World Investment Advisors (formerly Pensionmark Financial Group) is a nationally recognized financial services firm dedicated to providing the industrys premier independent retirement plan and investment advisory services to employers executives and individual investors. Collectively WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At WIA we strive to provide a challenging stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly where professional growth is fostered and encouraged and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
TeamOriented
Professionals typically work together in teams with multiple people from different departments to meet our clients needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World Investment Advisors
WIA is an equal opportunity employer. We believe the most effective way to attract develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity sexual orientation gender race religion ethnicity and other qualities that makes us all different.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LIGP1 #LIhybrid
1As of 12/31/2022 the WIA network of advisors and firms collectively provides support to over $76.1 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $18.2 billion.
World Investment Advisors (formerly Pensionmark Financial Group) is seeking a dynamic and experienced Information Technology Associate to assist the IT Department with day to day technical services for our Advisors inhouse employees and in support of general operations. The ideal candidate will leverage their problemsolving expertise to identify and recommend solutions for issues sent to the department as well as assist on strategic initiatives and projects. With a strong commitment to delivering the best possible service the Associate will help in monitoring requests for service and ensuring successful engagement. This role requires exceptional communication skills to effectively collaborate with team members and stakeholders ensuring compliance with industry standards while contributing to the continuous improvement of our technical operations.
Primary Responsibilities
- Will be part of the current WIA Information Technology team and will work closely with other team members with ongoing projects and daytoday tasks.
- Will provide first tier support to the WIA network via email or phone by helping users with issues by researching problems troubleshooting and reaching out to tech support entities/vendors when necessary.
- Will assist as system administrator and user setup within the different platforms used at WIA. Some of those systems include but not limited to:
- Salesforce
- Microsoft 365
- Email support is a substantial part of this position.
- HubSpot
- Conga
- Fast Forms
- NetDocuments
- NetSuite
- Will assist with ongoing maintenance of CRM and other systems and will notify users of outages or issues
- Assist with data imports into our Salesforce platform and help with data cleanup
- Be part of general Technology Department administration meetings and projects
Required Qualifications
- Positive Mental Attitude. Able to remain kind and gracious even under extreme pressure.
- Highly motivated and results driven individual a selfstarter.
- Excellent analytical problem solving and decisionmaking skills.
- Excellent written communication skills.
- Good verbal communication and presentation skills.
- Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity.
- Experience with MS Office applications
Preference Given to Candidates with the Following Qualifications:
- CRM/Database experience
- Salesforcespecific experience in particular.
- Programming ability a big plus.
Compensation
The salary for this position generally ranges between $65000$75000. We may ultimately pay more or less than the posted range and the range may change in the future. Pay within the salary range will be based on several factors including but not limited to relevant education qualifications certifications experience skills seniority geographic location performance and business or organizational needs. The firm also has a bonus program.
Perks & Benefits
- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Generous Paid Time Off Policy
- Flexible Spending Account (FSA)
- Healthy Work/Life Balance
- Maternity/Paternity Leave Policy
- Remote Work Opportunity
About World Investment Advisors
World Investment Advisors (formerly Pensionmark Financial Group) is a nationally recognized financial services firm dedicated to providing the industrys premier independent retirement plan and investment advisory services to employers executives and individual investors. Collectively WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At WIA we strive to provide a challenging stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly where professional growth is fostered and encouraged and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
TeamOriented
Professionals typically work together in teams with multiple people from different departments to meet our clients needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World Investment Advisors
- Great company culture with an awesome teamoriented atmosphere!
- Mentorship Opportunities
- Ability to serve on different internal steering committees (Charitable Giving DEI Social etc.
- Professional growth opportunities
- Friendly and collaborative work environment
- Employee perks including fun team building opportunities yoga/wellness charitable giving/volunteering
WIA is an equal opportunity employer. We believe the most effective way to attract develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity sexual orientation gender race religion ethnicity and other qualities that makes us all different.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
1As of 12/31/2022 the WIA network of advisors and firms collectively provides support to over $76.1 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $18.2 billion.
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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