What are the responsibilities and job description for the Jr. Systems Admin/Help Desk Supt. position at The Whittier Trust Company?
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
Position Summary
Whittier Trust seeks experienced professionals looking for a position with a top tier wealth management firm that caters to high net worth individuals and families. The Systems Administrator will be responsible for providing technical assistance and support related to computer systems, hardware, or software. Responds to queries, runs diagnostic programs, isolates the problem, determines and implements solution.
PRIMARY RESPONSIBILITIES
- Respond to email messages and service requests from employees seeking help.
- Ask questions to determine nature of problem.
- Install, modify and repair computer hardware and software.
- Run diagnostic programs to resolve problems.
- Resolve technical problems with Local Area Networks (LAN), Wide Area Networks (WAN) and other systems.
- Install computer peripherals for users.
- Follow up with employees to ensure issues has been resolved.
- Run reports to determined malfunctions that continue to occur.
DESIRED EDUCATION
- Bachelor’s degree preferred
DESIRED EXPERIENCE
- 5 years of experience in the financial services industry with an emphasis on client service
- Strong written and oral communication skills;
- Knowledge of financial services industry.
- Superior skills and experience with Microsoft Office 365 Suite of products,.
- Experience working with Salesforce.
- Superior organizational skills with ability to multi-task and to manage and prioritize multiple projects and competing deadlines.
- General office administration and clerical experience.
- Excellent attention to detail with the ability to exercise independent judgment.
- Ability to learn new processes and programs.
PERSONAL CHARACTERISTICS
- Superior people skills.
- Fanatical client service focus.
- High integrity with a diligent work ethic.
- Team/people oriented.
- Goal oriented, motivational.
- Highly organized with good time management skills.
- Meticulous attention to detail.
- Patient and empathetic
