IT Specialist

Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions. Founded in 2014, we are growing rapidly with more than $10B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world‑class, client‑relevant capabilities. Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do. We compete for talent. We owe it to our clients and our co‑workers to find the right people for them and us. At Apella, we do meaningful financial planning with people we genuinely enjoy working with. The Role As an Apella IT Specialist, you’ll serve in a key technological support role for the firm working on the helpdesk to troubleshoot technical problems across our offices and remote employee locations. This is a front‑line role providing expedient expertise to a wide audience of end users and systems. This is both a technical position and customer service role as the right person will understand the technical process issues to troubleshoot and possess a superior service mentality to ensure our employees receive superior helpdesk interactions. Where you’ll work: This role will be located on our West Hartford, CT - based team and be expected to be available for in‑office daily meetings with some remote work flexibility as determined by your specific team leadership. What you’ll be responsible for: Respond to and resolve service requests and incidents Provision laptops, mobile devices, and peripherals Support password resets, MFA, and account access issues Assist with onboarding and offboarding tasks Escalate unresolved issues to the Help Desk Lead Document troubleshooting steps and resolutions Provide professional end‑user support What qualifications we’re looking for: 5+ years of technical support experience Knowledge of Windows, Microsoft 365, and basic networking Strong customer service and communication skills Experience with ticketing systems preferred Ability to navigate competing priorities while maintaining composure and focus Exceptional critical thinking abilities and attention to detail Excellent written and oral communication skills; strong listening skills; professional demeanor Strong organizational, prioritization and project management skills Ability to multi‑task and manage time effectively in a fast‑paced environment Ability to work independently and as part of a team Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software Eager to learn and able to adapt quickly to multiple technology platforms and rapid change What we offer: A base salary range of $80K - $90K with discretionary bonus and opportunity to build the technology backbone of a high‑growth financial services firm. Day 1 Medical, Dental, and Vision health insurance coverage for you and your specific needs Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution 401(k) retirement plan with company match to help you achieve your financial goals Unlimited paid time off (PTO) policy to ensure you have time to rest and recharge when needed Employer‑paid life insurance, AD&D, short‑term disability, and long‑term disability coverage options 16-week fully paid Parental Leave programs and adoption assistance support to help you start a family Continuing education and certification fee reimbursement for professional development Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more Most importantly: The chance to help shape the future of a growing regional team and firm #J-18808-Ljbffr