Position Overview

An independent wealth management firm is seeking a dependable and technically skilled Onsite IT Desktop Support Specialist to provide hands-on support for end users and maintain critical technology systems. This role plays a key part in ensuring seamless day-to-day operations within a fast-paced, client-focused professional services environment. The ideal candidate is proactive, service-oriented, and comfortable supporting both technical infrastructure and end-user needs.

Key Responsibilities

End-User Support

Provide onsite technical support for approximately 80 employees.
Troubleshoot and resolve hardware issues involving laptops, desktops, monitors, and peripherals.
Support software and application-related issues, including Microsoft 365 and business-critical applications.
Diagnose and resolve printer, connectivity, and networking issues.
Deliver exceptional customer service while maintaining a high level of responsiveness.

Systems & Application Support

Administer and support the Microsoft 365 ecosystem, including Outlook, Teams, OneDrive, SharePoint, Azure, and Entra ID.
Support endpoint management solutions, including Intune and domain-joined devices.
Assist with user account provisioning, access management, and permission administration.
Monitor and maintain system availability and performance to support daily business operations.

Employee Onboarding & Offboarding

Configure devices, accounts, and application access for new hires.
Manage account deactivation and device recovery for departing employees.
Follow and maintain standardized onboarding and offboarding procedures and documentation.

Troubleshooting & Issue Resolution

Independently diagnose and resolve technical issues across hardware, software, and network environments.
Escalate complex issues as needed with clear documentation and communication.
Apply structured troubleshooting methodologies to minimize downtime and improve user experience.

IT Operations & Project Support

Manage and track support requests through the organization's ticketing platform (Zendesk).
Support basic networking, security, and compliance initiatives.
Assist with IT projects, including hardware deployments, software upgrades, system migrations, and infrastructure improvements.

Required Qualifications

2–5 years of desktop support, help desk, or IT support experience.
Strong troubleshooting skills across hardware, software, operating systems, and networking.
Experience supporting Microsoft 365 environments and Windows 11 devices.
Excellent communication, interpersonal, and customer service skills.
Ability to work independently, prioritize competing requests, and manage multiple tasks simultaneously.

Preferred Qualifications

Experience supporting users within financial services, consulting, legal, accounting, or other professional services environments.
Bachelor's degree in Computer Science, Information Technology, or a related field.
Experience with Intune, endpoint management, and device administration.
Familiarity with multi-factor authentication (MFA), security best practices, and compliance-focused environments.
Experience using ticketing systems, preferably Zendesk.
Exposure to VPN technologies, remote access tools, and cloud-based applications.
Strong attention to detail, organization, and follow-through.
Ability to thrive in a structured, highly professional environment with strong operational standards.

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