Job Description
Job Description
About Our Client
Our client is a niche financial services firm that develops and implements innovative planning solutions for high-net-worth clients and their advisors. The firm's three core focus areas are leveraged insurance, a virtual family office offering, and assets under management, and it operates under both a B2C and a B2B2C model. By partnering with each client's financial advisor, the firm provides support and guidance and serves as a gateway to solutions through exclusive industry relationships and deep expertise. It goes the extra mile by tailoring its strategy around a holistic picture of each client to elevate their financial performance.
Position Summary
Our client is hiring an IT Support Specialist to support its day-to-day Apple and office technology environment. This role focuses on reliable end-user support, clean device setup, and responsive in-office assistance.
This role serves as a trusted internal partner, ensuring that technology is reliable, organized, and ready to support the firm's operations. The IT Support Specialist plays an important role in maintaining a professional, responsive, and well-run technology environment while building a strong foundation for future growth within IT and business applications.
Primary Responsibilities
End-User & Desktop Support
* Configure and deploy Mac laptops for new hires and existing team members
* Troubleshoot common macOS, hardware, and application issues
* Provide in-person and remote desktop support
* Support onboarding and offboarding tasks under established processes
* Assist with tracking laptops, accessories, and peripherals
* Help maintain basic inventory and asset records
* Support software access requests and license tracking
* Document common fixes and how-to steps
* Deliver a high-quality internal experience by responding to requests with professionalism, clarity, and follow-through
Office Technology & AV
* Provide basic support for conference rooms and meeting setups
* Assist with printer, Wi-Fi, and office connectivity issues
* Help prepare rooms and equipment for meetings and events
Platform & Application Support
* Assist with user access and basic troubleshooting for core business tools
* Support Salesforce users with basic questions and navigation (experience a plus)
* Escalate complex system issues to senior IT leadership or vendors as needed
Required Qualifications/Experience
* 1-3 years of experience in IT support, help desk, or desktop support
* Hands-on experience supporting macOS environments
* Comfort providing in-person technical support
* Exposure to office technology, printers, or AV support
* Interest in SaaS tools and business applications
Skills & Attributes
* Strong customer service and communication skills
* Organized, dependable, and detail-oriented
* Calm approach to troubleshooting and problem-solving
* Ability to communicate clearly and professionally with non-technical colleagues
* Comfortable working onsite as part of a collaborative team
* Motivated to grow into more advanced IT or applications work
Preferred Qualifications
* Experience supporting employees in a professional services or financial services environment
* Experience with Salesforce
* Familiarity with basic inventory or asset tracking
* Interest in systems, automation, or business applications
Job Description
About Our Client
Our client is a niche financial services firm that develops and implements innovative planning solutions for high-net-worth clients and their advisors. The firm's three core focus areas are leveraged insurance, a virtual family office offering, and assets under management, and it operates under both a B2C and a B2B2C model. By partnering with each client's financial advisor, the firm provides support and guidance and serves as a gateway to solutions through exclusive industry relationships and deep expertise. It goes the extra mile by tailoring its strategy around a holistic picture of each client to elevate their financial performance.
Position Summary
Our client is hiring an IT Support Specialist to support its day-to-day Apple and office technology environment. This role focuses on reliable end-user support, clean device setup, and responsive in-office assistance.
This role serves as a trusted internal partner, ensuring that technology is reliable, organized, and ready to support the firm's operations. The IT Support Specialist plays an important role in maintaining a professional, responsive, and well-run technology environment while building a strong foundation for future growth within IT and business applications.
Primary Responsibilities
End-User & Desktop Support
* Configure and deploy Mac laptops for new hires and existing team members
* Troubleshoot common macOS, hardware, and application issues
* Provide in-person and remote desktop support
* Support onboarding and offboarding tasks under established processes
* Assist with tracking laptops, accessories, and peripherals
* Help maintain basic inventory and asset records
* Support software access requests and license tracking
* Document common fixes and how-to steps
* Deliver a high-quality internal experience by responding to requests with professionalism, clarity, and follow-through
Office Technology & AV
* Provide basic support for conference rooms and meeting setups
* Assist with printer, Wi-Fi, and office connectivity issues
* Help prepare rooms and equipment for meetings and events
Platform & Application Support
* Assist with user access and basic troubleshooting for core business tools
* Support Salesforce users with basic questions and navigation (experience a plus)
* Escalate complex system issues to senior IT leadership or vendors as needed
Required Qualifications/Experience
* 1-3 years of experience in IT support, help desk, or desktop support
* Hands-on experience supporting macOS environments
* Comfort providing in-person technical support
* Exposure to office technology, printers, or AV support
* Interest in SaaS tools and business applications
Skills & Attributes
* Strong customer service and communication skills
* Organized, dependable, and detail-oriented
* Calm approach to troubleshooting and problem-solving
* Ability to communicate clearly and professionally with non-technical colleagues
* Comfortable working onsite as part of a collaborative team
* Motivated to grow into more advanced IT or applications work
Preferred Qualifications
* Experience supporting employees in a professional services or financial services environment
* Experience with Salesforce
* Familiarity with basic inventory or asset tracking
* Interest in systems, automation, or business applications
IT Support Specialist in new york at Unknown Company
This position is listed as full time and able to be worked remotely.