Technical Support Representative

The Help Desk Agent will serve as the first point of contact for internal technology support and will play a critical role in ensuring stable, secure, and efficient IT operations., * Provide hands-on and remote support for Windows 11 desktop and laptop systems

• Install, configure, and maintain desktop hardware, peripherals, and mobile devices
• Perform system imaging, setup, and deployment of new equipment
• Manage user accounts, permissions, and access controls (e.g., Active Directory, Microsoft 365)
• Support printers, scanners, docking stations, and conferencing equipment

Application Troubleshooting

• Troubleshoot and resolve issues related to financial services applications, CRM systems, and Microsoft 365 applications
• Escalate complex application issues to vendors or internal support teams as necessary
• Document recurring issues and assist in developing knowledge base materials
• Support software installations, updates, and patch management

General IT Support

• Respond to help desk tickets in a timely and professional manner
• Diagnose hardware, software, and network connectivity issues
• Support VPN connectivity and remote access tools
• Assist with cybersecurity best practices, including endpoint protection and phishing awareness
• Maintain asset inventory and documentation of IT systems
• Participate in IT projects such as system upgrades, office expansions, or cloud migrations
• Ensure adherence to compliance, cybersecurity, and regulatory standards relevant to broker-dealer and RIA operations

Customer Service & Culture

• Deliver exceptional service with professionalism, patience, and empathy
• Communicate technical concepts clearly to non-technical staff
• Support a positive, faith-aligned workplace culture grounded in integrity and teamwork
• Maintain confidentiality of sensitive financial and client information

Our culture is grounded in respect, collaboration, and a commitment to excellence. We believe technology plays a vital role in serving our advisors, staff, and clients efficiently and securely. We are seeking a dependable and service-oriented Help Desk Agent who shares our values and is passionate about delivering high-quality technical support in a fast-paced, highly regulated financial environment., * 2+ years of Help Desk or IT Support experience (financial services experience preferred)

• Strong working knowledge of Windows 11 administration and troubleshooting
• Proficiency with Microsoft 365 (Exchange, Teams, SharePoint, OneDrive)
• Experience with Active Directory user management
• Solid understanding of general IT troubleshooting methodologies
• Knowledge of networking fundamentals (TCP/IP, DNS, DHCP, VPN)
• Familiarity with endpoint security tools and cybersecurity best practices
• Excellent verbal and written communication skills
• Strong organizational skills and ability to prioritize multiple tasks

Preferred Qualifications

• Experience in broker-dealer or RIA environments
• Understanding of financial services terms and concepts

Job Type: Full-time

Tuition reimbursement, 401(k), Health insurance, 401(k) matching, Paid time off, Vision insurance, Health savings account, Dental insurance, * 401(k)

• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

The CFD Companies is an independent broker/dealer and registered investment adviser partner dedicated to providing Financial Advisers with the necessary support, tools, techniques, quality financial products, and technologies for the achievement of their clients' goals and objectives through a team of home office personnel committed to serving advisers in a Christ-like manner, believing you cannot push someone to the top of the mountain without getting there yourself.