IT Support Specialist: Tax & Financial Group is seeking a full time IT Support Specialist to work with our team. The IT Support Specialist is the front line of the IT Department. This position interacts with users of all levels within the organization and handles tech support for about 150 users both onsite and remotely connected. The Support Specialist will communicate IT issues and troubleshoot and resolve incidents along with notes and time spent in the IT ticket tracking system. This position must have a strong customer service focus and be able to interact with users of all skill levels. This position also interacts with technical support from external IT providers and from IT vendors.

Primary responsibilities include:

• Maintain desktops, laptops, and iPhones/iPads, including new deployment, troubleshooting, upgrades, maintenance, and decommissioning/recycling.
• Troubleshoot issues with company CRM
• Setup new user accounts, set permissions and access, manage passwords and maintain Active Directory.
• Maintain current specs and hardware and software inventories/licenses.
• Handle majority of IT questions, requests, and incidents from internal users.
• Provide technical support to internal users onsite at headquarters location and remotely connected.
• Tracks incidents in IT ticketing System and troubleshoots technical issues.
• Provides support via phone, email, and face to face during standard business hours. During COVID19, physical distancing protocols must be maintained for all in person support. Occasional after-hours work will be required as approved by your supervisor.
• Deploys and maintains all workstation computers and phones.
• Installs and maintains software updates including managing licenses.
• Maintains printers and toner supply levels.
• Sets up conference room equipment for onsite meetings and presentations. Occasional IT support at offsite meetings may be required as approved by your supervisor.
• Understand, adhere to and reinforce compliance regulations and safety guidelines related to the responsibilities of this role.

Requirements:

• Must meet background check and fingerprinting requirements
• Knowledge of Active Directory Administration, Windows Server 2016
• Knowledge of networking fundamentals and DNS/DHCP
• Experience with Dell workstations, iPhone/iPad, Windows 10, Office 365
• Excellent customer service skills, communication skills, problem solving skills
• Able to think creatively and work effectively with limited supervision
• Strong organization skills
• Bachelor’s Degree-Preferred
• Preferred: 1-2 years of experience with technical support to internal users in a mid-level IT environment
• Experience with Backup/Recovery strategies and disaster recovery a plus
• Experience with Avaya IP Office (or equivalent) phone system a plus
• Experience working with external managed service providers and IT vendors a plus
• Experience with malware removal a plus.

About TFG:

• For over 50 years, Tax & Financial Group (TFG) has been a leader in developing intelligent long-term strategies that meet the financial needs of individuals and businesses. TFG is headquartered in Newport Beach, with offices throughout Southern California as well as in Texas, Ohio, Colorado, and Honolulu and was named in the top 15 of the Orange County Business Journal’s 2020 List of Financial Advisors/Brokers. TFG’s financial services team includes those with designations such as Chartered Financial Analyst (CFA), Juris Doctorate (JD), and Certified Financial Planner TM Practitioner (CFP®). The firm has been actively involved in supporting the Make A Wish Foundation of Orange County and the Inland Empire for over 25 years raising millions for the organization to date. To learn more about TFG, you can visit our website at www.tfgroup.com.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Newport Beach, CA 92660: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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