Apella Wealth

Technology Specialist I - IT Service Desk

BELLEVUE, WAPosted a month ago

Job summary

  • Job post source

    This job is directly from Apella Wealth

  • Job overview

    The Technology Specialist I - IT Service Desk at Apella Wealth supports and optimizes IT infrastructure and SaaS applications, ensuring smooth technology operations and integration.

  • Responsibilities and impact

    The role involves triaging and resolving IT issues, managing endpoints, administering Microsoft 365, securing networks, overseeing email and data protection, enforcing credential security, driving integration projects, and maintaining documentation and automation.

  • Compensation and benefits

    The job offers a competitive salary, comprehensive benefits, and a hybrid work schedule with flexibility, within an inclusive culture.

  • Experience and skills

    Candidates need at least 1 year of IT support or systems administration experience with an associate's or bachelor's degree or 3 years without a degree, strong hardware and software knowledge, networking fundamentals, and troubleshooting skills; preferred skills include ITSM systems, Microsoft 365 administration, certifications, and financial industry experience.

  • Work environment and culture

    Apella Wealth promotes a client-centered, inclusive culture valuing integrity, empathy, excellence, collaboration, and innovation in a fast-paced environment.

  • Company information

    Apella Wealth is a company focused on empowering advisors and clients with secure, seamless technology and personalized service.

  • Job location and travel

    The position offers a hybrid schedule balancing collaboration and focused work, implying some remote and some office presence.

  • Unique job features

    The role includes hands-on IT support in a Microsoft environment with opportunities to lead migration and integration projects, and work with advanced tools like Freshservice, Intune, and Microsoft 365 administration.

Company overview

Apella Wealth is a financial advisory firm specializing in wealth management, financial planning, and investment strategies tailored to individual and business clients. The company generates revenue through advisory fees, typically based on a percentage of assets under management, and by offering personalized financial solutions. Founded in 2014, Apella Wealth is part of Wealth Partners Capital Group and emphasizes evidence-based investing and fiduciary responsibility. Candidates should note its commitment to client-centric service and its focus on long-term financial growth strategies.

How to land this job

  • Position your resume to highlight your hands-on experience supporting IT service desks, focusing on troubleshooting, endpoint management, and Microsoft 365 administration to align with Apella Wealth's Technology Specialist I role.

  • Emphasize your problem-solving skills, ability to manage multiple priorities, and experience with network fundamentals like TCP/IP, DNS, DHCP, and VPN, as these are critical for success in this fast-paced, client-centered environment.

  • Apply through Apella Wealth's corporate career site as well as LinkedIn and other job boards where the position is listed to maximize your application visibility.

  • Connect with current IT or technology team members at Apella Wealth on LinkedIn to inquire about the role; start conversations by complimenting recent company initiatives in technology innovation or asking about their experience with Microsoft 365 integrations.

  • Optimize your resume for ATS by incorporating keywords from the job description such as 'IT service desk,' 'Microsoft 365 administration,' 'Freshservice,' 'endpoint management,' and 'network security' to ensure your resume ranks higher in automated screenings.

  • Use Jennie Johnson's Power Apply feature to automate tailored applications across multiple platforms, identify relevant LinkedIn contacts for networking, and optimize your resume for ATS, allowing you to focus more on preparing for interviews and skill development.

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