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Information Technology Specialist

Information Technology Specialist

Bleakley Financial GroupParsippany, NJ, United States
11 days ago
Job type
  • Full-time
Job description

Job Title : Information Technology Specialist

Bleakley Financial Group :

At Bleakley Financial Group, we empower financial advisors with the insights, technology, and data they need to deliver exceptional advice and solutions. We strive to make a positive impact on our community, clients, and team members alike. As a leading RIA firm, we are experiencing rapid growth and seeking an Information Technology Specialist to join our team.

Job Brief :

Bleakley Financial Group is seeking an IT Specialist to support the day-to-day operations of our technology platform. This role combines hands-on user support with responsibility for onboarding, infrastructure oversight, and cross-functional collaboration. You'll interface with end users, third-party partners (MSP and SOC), and the broader Bleakley team to resolve issues, enhance user experience, and proactively strengthen our IT environment.

Key Responsibilities :

User Support & Onboarding

  • Lead new hire onboarding, including hardware setup, software provisioning, and access configuration.
  • Serve as a go-to support resource for Level I and II user issues (remote and on-site).
  • Develop and maintain user-facing documentation, including onboarding checklists, troubleshooting guides, and cybersecurity awareness tools.

IT Infrastructure Support

  • Support key tools and systems such as Microsoft 365, Entra, Intune, Okta, Duo, Zoom, and SentinelOne.
  • Install, configure, and troubleshoot workstations, printers, VOIP devices, and peripherals.
  • Maintain accurate hardware inventory and coordinate with our MSP on ticket resolution and escalations.
  • Assist with periodic access reviews, patching efforts, and compliance audit support.

    • Project Execution & Team Integration

  • Contribute to firm-wide initiatives such as system upgrades, process improvements, and platform integrations.
  • Work cross-functionally with teams in operations, compliance, and finance to align IT with business needs.
  • Stay current on industry best practices and emerging technologies to drive internal recommendations.
  • Conduct due diligence and security assessments for new vendors and software tools.

    • Qualifications : Required

  • 1–2 years in a technical support, help desk, or IT operations role.
  • Experience with Microsoft 365, Windows 10 / 11, Active Directory, and basic Azure / Entra exposure.
  • Excellent interpersonal skills — ability to support users of all technical backgrounds with professionalism and clarity.
  • Strong problem-solving and prioritization skills; comfortable owning tasks from start to finish.

    • Preferred

  • Familiarity with RMM tools and ticketing systems; bonus for helping implement one.
  • Experience with Okta, Zoom, Egnyte, or mobile device management via Intune.
  • Familiarity with security tools such as SentinelOne, Duo, or phishing simulation platforms like KnowBe4.
  • Experience supporting identity management, device compliance, or conditional access in Microsoft 365 environments.
  • Certifications such as : CompTIA A+, CompTIA Security+, (ISC)² Certified in Cybersecurity (CC), Microsoft SC-900, MS-900
  • Bachelor’s degree in Information Systems, Computer Science, or equivalent experience.

    • Core Benefits :

  • Competitive salary with performance-based bonuses
  • Comprehensive health, dental, and vision insurance
  • Retirement savings plan with company contributions
  • Opportunities for professional growth and development
  • Support for work-life balance initiatives

    • Why Join Us?

  • Impact : Play a key role in supporting our financial advisors and contributing to the firm's success.
  • Growth : Opportunity to develop professionally and take on additional responsibilities over time.
  • Culture : Join a team that values collaboration, excellence, and a positive work environment.

    • Right to Revise :

    This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

    The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.

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    Information Technology Specialist • Parsippany, NJ, United States