Who we are:

When you join OceanFront Wealth, you will be part of an amazing team that works in an ensemble setting; a collaborative approach to sharing stewardship over client relationships. We offer clients Peace of Mind™ through our customized planning and wealth management services, allowing them to focus on what's most important to them. A focus on the return on life versus return on investments.

Our mission also extends to our team, where we strive to provide them with their own return on life. Be it through career progression models, flexible work schedules, unique professional development opportunities, or simply the family feeling you get when you walk through our doors, we place huge importance on every team member's overall happiness and success. Everyone has a voice in steering the ship, and we look for individuals who genuinely want to feel a part of something bigger than themselves.

We are a team of passionate and innovative experts looking for the best people to join our team.

Who you are:

You love being the person your team relies upon to relieve their tech related headaches, and you take enormous satisfaction in automating workflows that make you a superhero in the eyes of a non-techie audience. You are a resourceful problem-solver by nature - no puzzle is too difficult, and you are tenacious in finding solutions. You have a passion for technology and thrive on sharing that knowledge with others.

Nodding your head yet? Then this is the opportunity for you. As one of OceanFront Wealth's core values, we recognize the importance of innovation. We are looking for someone to transform our landscape with integrative solutions, workflow automation, advanced analytics, artificial intelligence, and natural language processing. And these are only a few ideas. This role has wide-range applications, including system support, troubleshooting, cybersecurity, training, etc. We are looking for a mastermind with a bold, creative and imaginative vision to lead the charge on building our innovative future.

You embrace the opportunity to create an automated workplace, allowing talent to focus on specialized, value-added activities.
Cybersecurity is top of mind, instilling a culture of safety and security.
No IT responsibility is too big or too small for you. You understand the vision from the top, and you are not averse to rolling up your sleeves to get things done.
You are passionate about your area of expertise, and you enjoy sharing that passion with others.
You believe that your work should be enjoyable and fun most of the time, and that your work environment should provide you with the intellectual and social stimulation that you need to feel fulfilled.
You have interests and passions that go beyond your work, and you enjoy sharing those interests with others.
You have demonstrated leadership and influencing skills with the ability to get things done.
You have excellent interpersonal skills; a team player who is able to act as both a leader, an individual top performer, and a peer partner, including with the business, as required
You are assertive, but patient and kind in your communication with others.
You are a confident and effective communicator (written & verbal) with excellent interpersonal skills.
You are adaptable and comfortable with change.
You are highly service-oriented with exceptional organizational and follow up skills.

The Job:

We are looking for an experienced IT Administrator to join our team. This is a new position that will play an important part in maturing our project delivery strategy and capability, as well as provide day to day support to our team.

The IT Administrator will be in charge of the day-to-day operations of our systems, hardware and infrastructure. They will be involved with both the administrative and strategic aspects of the firm’s technology needs, and will work closely with the team to ensure the smooth and seamless functioning of our technology. The ideal candidate will also have a passion for teaching and training, and will have a demonstrated ability to lead. Job functions include, but are not limited to:

Develop and maintain FSC version of SalesForce– permissions settings, Pardot initiatives, Dashboard configuration, report building and generation, integration management and implementation, and all other asks from Senior Management to leverage the platform to it’s fullest potential.
Build out and implement the framework to integrate various web applications using Power Automate, Zapier, VBA macros, or any tools at your disposal.
Develop and manage the organization's cybersecurity program, ensuring its alignment with regulatory requirements.
Use data analytics to drive business performance and growth.
Work closely with our contracted IT support provider to ensure proper functioning of our systems and hardware.
Assist staff in day to day troubleshooting issues, in an MS365 environment.
Maintain and configure staff desktops and laptops and other devices as necessary.
Manage and support hosted VOIP phone system.
Maintain technical documentation for the organization’s environment
Display a comprehensive understanding of the organization’s overall suite of services, operating platform(s), business strategy and priorities by identifying gaps, driving change, and influencing project related decisions to achieve project goals and delivery of desired results.
Collaborates with the executive team to ensure that both strategic initiatives and regulatory requirements are being realized through the implementation and management of all functional infrastructure and systems.
Analyze the current systems and technologies while maintaining knowledge on emerging trends and initiate effective adjustments for various technologies ensuring efficiency of the IT system.
Share best practices, lessons learned and constantly update the technical system architecture requirements based on changing technologies, and knowledge related to recent, current, and upcoming vendor products and solutions.
Foster a risk aware culture, promoting an open and proactive approach to risk management and respond accordingly to risk related escalation.
Manage, use, and maintain IT/technology systems related to SalesForce integrations and MS365 environment.
Other assignments and special projects as necessary.

Qualifications

Must haves:

5+ years of related work experience, with direct work experience across a variety of disciplines to support a strong foundational knowledge of technology best practices, systems administration, regulatory processes, and training.
Expert knowledge of SalesForce CRM, preferably the FSC version.
Expert knowledge of the MS365 suite of products.
Posses deep understanding of general infrastructure and can work with our contracted support providers to maintain and troubleshoot the infrastructure.
Bachelor’s Degree in Computer Science or Software Engineer or equivalent industry experience and certifications.
Passionate about training and management of the day-to-day IT operations within the firm in order to assist all team members.
Excellent communication and client service skills, including the ability to defuse situations, and to deal with individuals who might not fully understand the technology.
Ability to troubleshoot systems issues in real time, without causing additional downtime.

Nice to haves:

Certified SalesForce Admin
Experience working in the Financial Services and Portfolio Management spaces.
Experience with translating business activities into operational processes.
Experience with fintech – app development, banking, insurance, security, etc.
Advance knowledge of SalesForce Pardot.
Certified Pardot Consultant
Experience researching, designing and marketing applications, especially in the financial services arena.

OceanFront Wealth Inc.

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