Technology Support Specialist

Concurrent Investment Advisors is a newly formed Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.

Headquartered in Tampa, Concurrent was founded in 2016 and currently has over 100 advisors in 43 offices with $9.5 billion in assets under management (AUM) and more than $13 billion under advisement.

Company Values

We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product.

Position Overview:

We are seeking a motivated and customer-focused Technology Support Specialist to join our team. This entry-level role is ideal for individuals looking to continue a career in IT support. The successful candidate will be responsible for managing technology support tickets, assisting users with troubleshooting technical issues, and ensuring the smooth operation of our technology help desk. This role will involve working closely with internal teams and vendors to provide efficient and effective support for technology systems.

Key Responsibilities:

Help Desk & Technical Support

• Serve as the first point of contact for employees needing IT support via phone, email, or ticketing system.
• Log, track, and manage technology support tickets to ensure timely resolution.
• Troubleshoot basic hardware, software, and network issues, escalating complex problems to senior team members when needed.
• Provide step-by-step technical guidance to users, ensuring they understand the solutions provided.
• Maintain records of reported issues, solutions, and user feedback to help improve internal support processes.

User Access & System Administration

• Assist with setting up and managing user accounts, access permissions, and system credentials.
• Ensure employees have appropriate access to company applications such as Microsoft 365, Box, DocuSign, and other business platforms.
• Support onboarding and offboarding processes by managing system access for new hires and deactivating accounts for departing employees.

Technology Maintenance & Coordination

• Help monitor system performance and notify IT administrators of any issues or concerns.
• Collaborate with IT vendors to assist in resolving software or hardware-related issues.
• Assist with software installations, updates, and patches to ensure systems are running smoothly.
• Provide support for basic cybersecurity measures, such as identifying phishing emails and reporting security concerns.

Continuous Improvement & Documentation

• Contribute to the development of IT support documentation, including FAQs, troubleshooting guides, and user manuals.
• Identify recurring issues and suggest improvements to processes to enhance efficiency.
• Participate in training sessions to expand technical knowledge and stay updated on new tools and technologies.

Qualifications:

• Associate’s, Bachelor’s degree or Trade School experience in Information Technology, Computer Science, or a related field (or relevant certifications/experience).
• Strong interest in technology support, IT troubleshooting, and customer service.
• Basic understanding of computer hardware, operating systems, and common business applications.
• Familiarity with help desk ticketing systems is a plus.
• Excellent problem-solving skills with attention to detail.
• Strong communication and interpersonal skills to assist users effectively.
• Ability to manage multiple support requests and prioritize tasks accordingly.

Job Type / Salary

• Full-time, Exempt
• $55,000-$65,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities

Location / Schedule

• This position will work from our Tampa, FL home office.
• Working hours are 9am-5pm Monday-Friday with the option to work remotely on Fridays.
• Occasional evening/weekend hours may be requested.
• No travel for this position is required.

Benefits

• 401(k) matching
• Dental Insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance