Information Technology Assistant

Position Objective
World Investment Advisors (formerly Pensionmark Financial Group) is seeking a dynamic and experienced Information Technology Associate to assist the IT Department with day to day technical services for our Advisors, in-house employees and in support of general operations. The ideal candidate will leverage their problem-solving expertise to identify and recommend solutions for issues sent to the department as well as assist on strategic initiatives and projects. With a strong commitment to delivering the best possible service, the Associate will help in monitoring requests for service and ensuring successful engagement. This role requires exceptional communication skills to effectively collaborate with team members and stakeholders, ensuring compliance with industry standards while contributing to the continuous improvement of our technical operations.
Primary Responsibilities

• Will be part of the current WIA Information Technology team and will work closely with other team members with ongoing projects and day-to-day tasks.
  
  • Will provide first tier support to the WIA network via email or phone by helping users with issues by researching problems, troubleshooting, and reaching out to tech support entities/vendors when necessary.
  • Will assist as system administrator and user set-up within the different platforms used at WIA. Some of those systems include but not limited to:
    
    • Salesforce
    • Microsoft 365
      
      • Email support is a substantial part of this position.
    • HubSpot
    • Conga
    • Fast Forms
    • NetDocuments
    • NetSuite
  • Will assist with ongoing maintenance of CRM and other systems and will notify users of outages or issues
  • Assist with data imports into our Salesforce platform and help with data cleanup
  • Be part of general Technology Department administration, meetings, and projects

Required Qualifications

• Positive Mental Attitude. Able to remain kind and gracious, even under extreme pressure.
• Highly motivated and results driven individual, a self-starter.
• Excellent analytical, problem solving, and decision-making skills.
• Excellent written communication skills.
• Good verbal communication and presentation skills.
• Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity.
• Experience with MS Office applications

Preference Given to Candidates with the Following Qualifications:

• CRM/Database experience
  
  • Salesforce-specific experience in particular.
  • Programming ability a big plus.

Compensation
The salary for this position generally ranges between $65,000-$75,000. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs. The firm also has a bonus program.
Perks & Benefits

• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Generous Paid Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity

About World Investment Advisors
World Investment Advisors (formerly Pensionmark Financial Group) is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At WIA, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World Investment Advisors?

• Great company culture with an awesome team-oriented atmosphere!
• Mentorship Opportunities
• Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
• Professional growth opportunities
• Friendly and collaborative work environment
• Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering

WIA is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: 
 World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
 

1As of 12/31/2022, the WIA network of advisors and firms collectively provides support to over $76.1 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $18.2 billion.