IT Support Specialist

TDC Investment Advisory is seeking an IT Support Specialist. This position reports to the Chief Compliance Officer.

JOB SUMMARY: The IT Support Specialist works with all colleagues as direct, on-site, real-time IT support. This role manages firm hardware, manages building-related IT, and executes the initiatives set-forth on the Annual IT Calendar. This position responds to a broad range of IT-related colleague concerns directly, while coordinating those efforts with our third-party IT vendor through a ticketing system. This role identifies and resolves IT-related issues with the highest (concierge-style) level of customer service.

ESSENTIAL DUTIES + RESPONSIBILITIES

• Be readily available to address any of the technical issues that might arise during a workday in relation to technology systems (a.k.a. On-Site Break-Fix Tech Support, in concert with our third-party IT vendors)
• As a Digital Concierge, provide the highest-level of direct support to our Clients
• Schwab Alliance
• TDC Portal (Tamarac)
• TDC Connect (eMoney)
• IIP Technology
• Technical Support, as needed (i.e. KBAs)
• Assistance with CyberSecurity and device/ data protection (i.e. LastPass)
• Assistance with Hardware/ Software
• RightTrak
• As the Systems Administrator, …
• Conduct Mass System Updates to XLR8 and Tamarac
• Daily Imports (Values, Holdings)
• Liquidate for Fees Creation (Bulk Creation – Quarterly)
• Security Classifications (Daily)
• Other Mass System Updates (i.e. Adviser changes, annual ADV date update, etc.)
• Work with TFO Insurance team (semi-annually) to maintain current client lists; update new/terminated mutual clients (add relationship)
• Oversees daily CRM updates & portfolio reporting system reconciliations
• Data integrity and information system support for Advisor Team (Tamarac, eMoney, XLR8, PC, BAA, Schwab)
• Battea Quarterly Reporting
• Quarterly Statement processing
• Concierge experience for New Colleagues
• Creating/ Terminating/ Updating access in Salesforce, Tamarac, Schwab, etc.
• Evaluate, plan, and execute/direct the changes or additions of processes, computer operations, and technical systems within the existing infrastructure
• Management of technology suggestions dashboard

COMPENSATION + BENEFITS

TFO-TDC, LLC offers competitive compensation and benefits based on industry standards. The company benefits package includes 401(k) with a company matching program, paid holidays, and paid vacation time. Professional development is highly supported with partial and/or full company-paid professional accreditation and continuing education as well as other employee or company identified education and training opportunities.

Salary, Exempt

Additional Information about the organization | Our mission is Helping Families Be Families. Stronger. Closer. Wiser®.

We are committed to providing a challenging, rewarding, and most importantly, fun environment for our team members. We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.

#ZR

CERTIFICATIONS

• Salesforce experience, preferred + Certified Administrator (ADM-201), a plus

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES

• Bachelor’s degree in CIS, IT, or related field required
• Strong communication and computer skills, work well with others, attention to detail
• Eager to seek continued industry education

OTHER SKILLS:

• Possesses ability to maintain professional composure in a dynamic work environment that often requires the management of multiple and competing priorities
• Demonstrates willingness to be a contributing and engaged member of team by sharing knowledge, working towards common goals, and maintaining a positive attitude
• Professional-level Communication, Listening, Organizational, Prioritization, Problem-solving, and Client Service skills
• Strong work ethic, ability to multitask, efficient time management, detail-oriented
• Experience of working in a highly customer focused service delivery role
• Ability to work well with others in a team
• An excellent customer focused manner at all times
• Ability to work independently and meet deadlines
• Ability and desire to work in a fast-paced environment
• Ability to be proactive and to possess strategic thinking skills
• Ability to manage change
• A very high standard of personal responsibility
• A good eye for detail and a desire to take responsibility, through to resolution, for issue and concerns generated by our customers
• A willingness to participate in training and coaching; openness to mentoring and feedback for continuous improvement
• Ability to anticipate needs, adapt and be flexible