Agency Technology Specialist

  • Capstone Partners Financial and Insurance Services
  • Newport Beach, CA, 92660

Posted on

Job Description:

 

We are looking for an individual with strong technical experience accompanied with a positive attitude and proven strong interpersonal skills. This individual will be in a technical role helping troubleshoot desktop issues, manage device setup. This individual will schedule and lead training and implementation sessions in order to increase technology adoption throughout the firm. The individual must have prior experience with Windows, iOS, Microsoft Office, antivirus, spyware, cyber security, printers, etc.

 

  • Desktop Support– Applicant must have some experience in desktop support, specifically Windows 7, Windows 8 & Windows 10 professional devices, ranging from vendors including Dell, Microsoft and Apple (MAC). Knowledgeable in device encryption and device management (including mobile devices). Helps firm management with device management, specifically encryption logs required to fulfill compliance or regulatory obligations. Good time management, organizational and communication skills are required. Financial/ Insurance institution experience a plus, but not required.
  • User Onboarding & Training – Applicant will help to enable and educate technology for new users via a defined onboarding process. Candidate must have good interpersonal, and also works well with others. Potential for both one-on-one and group trainings.
  • Cyber Threat Prevention – Properly react in a timely manner to all forms of cyber-attacks, including but not limited to Malware, Ransomware, Malvertising and phishing. Applicant must show urgency in defending all cyber threats; includes working with corporate Cyber Intelligence Unit to remediate threats. Candidate will help educate end users on “cyber strong” behaviors and best practices.
  • Reporting & Tracking – Applicant will help provide firm leadership with important and timely data relating to technology within the firm; this includes: large and small initiatives, financial-related discussions related to firm-specific hardware investments and tech costs, raise issues and awareness on common trends seen throughout the firm, among other duties.

 

 

 

 


Company Description:

Capstone Partners Financial and Insurance Services, LLC is a full-service financial services firm committed to helping our clients pursue their financial goals. We are a general agency of Massachusetts Mutual Life Insurance Company. Capstone offers access to a wide range of financial products and services to individuals and business owners. We believe by providing sound financial strategies, you will be better able to identify your goals and make sound decisions. Please call us if you have any questions about our firm or the range of financial products and services we provide.

 

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(K) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

www.capstonepartnersfinancial.com