The Role
The Advisor Systems Administration Specialist will utilize data, research and technology to solve real customer problems in ways that meet the needs of the business. You will work with key stakeholders and partners to understand, map and solve problems with advisor applications, enabling the right access for our firms, delivering value to our business. Translate business needs into technical requirements and solutions.
Essential Job Functions
Serve as the first point of contact for new and existing Registered Representatives/Advisors seeking ongoing technical assistance over the phone, email or work ticket. Walking customers through the problem-solving process. Set up system access for new Registered Representatives/Advisors and employees. Support and maintain user accounts within Advisor Applications, O365 Admin portal including rights, permissions and groups. Learn about and become a Subject Matter Expert on the complex relationship between advisor applications.
Provides technical support, troubleshoots and resolves urgent technical issues and responds to help requests via phone and email. Identifies, researches and escalates complex issues appropriately. Prioritize workload based on impact to the organization and the firms.
Monitors system performance and performs remote troubleshooting through diagnostic techniques and pertinent questions. Audits applications and access to maintain security and compliance requirements are met.
Determines the best solution based on the issue and details provided by customers. Assists in escalation with difficult issues and expedites processes whenever possible.
Assist in managing a product backlog of support, enhancements, and project work; confirm alignment of priorities with business partners.
Create and submit logs to management timely, ensuring performance, reliability and scalability of data
Train, develop, document and equip additional team members with skills and abilities to perform in the position. Serve as the subject matter expert to ensure alignment across the department.
Other duties as assigned.
Knowledge, Skills, and Abilities
Must display Core Values
Strong written and verbal communication skills including technical writing skills
Ability to articulate technical solutions to various technical and non-technical stakeholders
Ability to translate business requirements into technical requirements
Proven experience in Microsoft/Google Admin
Excellent skills and knowledge in Microsoft Office365, Azure/Entra
Proven experience with improving operational efficiency, service delivery and information management across IT organization
Knowledge and ability to work with Agile Methodologies.
Experience and Education
Experience:
2-3 years professional experience in IT Tier 1 related fields. Tier 2 experience preferred
Previous experience in an FMO/IMO setting is highly preferred.
Will be required to register and fingerprint with FINRA
Education:
Associate degree in Computer Science, Information Systems, or equivalent combination of education and experience.
Licensing:
None
Physical Requirements
Office Position
Travel
None
CORE Values
Teamwork
We value diverse teams that have a positive attitude and take ownership.
Integrity
We don’t stop until we’re proud. Do the right thing, be honest and truthful.
Work Ethic
We value hard work, dedication, and commitment to excellence.
Customer Service
We are dedicated and we strive to serve customers at our best.
*All offers of employment are contingent upon clear results of a thorough background check
Critical Success Factors
Analyzing/Analytical
Business Acumen
Management Ability
Critical Thinking
Execution/Implementation
Goals/Results Oriented
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.