IT Help Desk Associate

Job Description

Job Description

Waldron Private Wealth (Waldron) is looking for an IT Help Desk Associate to provide technical and facilities support to all members at Waldron so they may perform their job at the highest level possible.

• Provide frontline technical support by serving as the primary point of contact for employee.
• Troubleshoot and resolve routine technical issues related to hardware, software, and networking.
• Identify, investigate, research, and provide solutions to user questions, problems or emergency requests in a timely fashion.
• Coordinate with other technical, professional or service personnel depending on the repair, training, service or software issue.
• Procure, set up, and install computer hardware and peripheral workstation equipment for all employees.
• Work with IT vendors internally to keep an accurate inventory record for all IT assets, including hardware, software licenses, and their allocation to users.
• Serve as the primary liaison with the IT consulting firm, coordinating to ensure all advanced technical issues are efficiently resolved.
• Responsible for the installation and monitoring of network cabling, switches, etc.
• Actively participate in the technology committee, assisting with the selection and implementation of new systems across the firm.
• Management in developing and evaluating plans for vendor-carried-out projects. Coordinate and monitor the performance of vendors.
• Ensure smooth operations by facilitating coordination with outside vendors for services such as printing and shredding.
• Collaborate with team members across all departments, especially within Operations, to identify and implement improvements to general internal workflows.
• Assist the Strategist - Salesforce & Security with essential administration tasks across SharePoint, Salesforce, and cybersecurity, including site and template management, user permissions, workflow configuration, documentation maintenance, and initial security alert reviews, ensuring data integrity, compliance, and operational efficiency.

• Associate’s Degree in IT or other related field required. Bachelor’s degree preferred.
• Two (2) years of desktop support experience preferred or, in lieu of experience, a bachelor’s degree in IT or other related field required.

Waldron is a boutique wealth management firm that advises a select group of multigenerational families, business owners and corporate executives. We are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management. Waldron has been consistently ranked as a top financial advisor by industry leading publications including Barron’s, Forbes, and the Financial Times.

At Waldron we offer our employees:

• Comprehensive medical benefits
• Dental and Vision coverage
• Life Insurance
• Short and Long Term Disability
• 401(k) Profit Sharing

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