System Administrator

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Job description

System Administrator

Financial Advisory Group

Needham, MA

Hours 8:00 AM - 5:00 PM

Growing financial advisory practice seeks an energetic, organized, and technology minded individual with high level of professionalism to become a part of our team located in Needham, MA. This role will provide administrative and operational support for the firm's technology initiatives and systems. The position requires some exposure to investment data, specifically in areas of compliance and security. The ideal candidate will be pleasant, detail oriented, and able to work independently. We expect top performance and a can-do attitude from all team members.

Responsibilities include, but are not limited to:

Administrative

Data transfers - Building and maintaining both FTPs and APIs

System Onboarding/Offboarding - Access requests, licenses, and training

System Management - User profiles and report development

Data Quality Control - Data scrubbing and completeness checks

Vendor Management - Incident resolution and issues tracking

Ongoing Support

Security Protocols - Training, annual certifications, and testing

Development/Update Schedule - Internal and third-party

Requirements Include:

Ability to prioritize and react quickly

Bachelor's degree from accredited four-year institution

Understanding of process documentation and development

3 years of experience with Salesforce

Strong data management skills and attention to detail

Some prior financial services experience

Technology centric project management, a major plus

About The Armstrong Advisory Group

Formed in 2004, this independent financial advisory company manages over $1 billion in assets and provides wealth management for over 1,500 families, individuals, and businesses. We specialize in wealth management, estate planning, asset protection and retirement plan consulting. We offer a medical plan, dental plan, life insurance, short- and long-term disability and employer-sponsored 401(k) plan.

Please mail your resume and cover letter to Lois Ashe at