IT Systems & Support Administrator

About Trek Financial & Base Camp

Trek Financial (Trek) is a fast paced SEC registered RIA with nearly 30 years in business. We support independent financial advisors across the country with trading, billing, compliance, marketing, operations, and technology so they can focus on serving their clients.

Our internal team is called Base Camp, we’re the “home office” group behind the scenes that serves our advisors as our primary clients and takes pride in delivering more than they expect. We’re a collaborative, service focused group of professionals that continues to advance and grow new opportunities for all involved.

Role overview

As an IT Systems & Support Administrator, you will own the day to day administration of Trek’s technology ecosystem while helping ensure alignment with SEC cybersecurity expectations. You’ll work across Microsoft 365, Intune, our RMM platform, Azure VMs, VoIP, and WordPress, while supporting end users across employees and contractors.

This role is ideal for someone who enjoys wearing multiple hats, from helpdesk triage to security hardening to vendor management and who understands the demands of a regulated industry. A background in financial services or another regulated environment is strongly preferred.

Key responsibilities:

• Microsoft 365 administration: Manage Teams, Outlook, SharePoint, and Exchange Online for a distributed workforce.
• Endpoint & mobile device management: Configure and secure laptops, tablets, and phones using Microsoft Intune.
• Remote monitoring & management: Oversee Atera (or similar RMM) for monitoring, patching, and asset inventory.
• VoIP systems: Administer 8x8 (preferred) including call flows, troubleshooting, and user provisioning.
• Cloud & server infrastructure: Manage Azure VMs, resource provisioning, patch cycles, and scalability.
• WordPress server management: Maintain WordPress environments, including plugin updates, backups, and security hardening.
• Cybersecurity & compliance: Enforce endpoint protection, encryption, MFA, and secure configurations consistent with SEC expectations; partner with compliance on cyber related controls.
• Documentation: Maintain IT SOPs, onboarding/offboarding workflows, and disaster recovery plans.
• Helpdesk: Serve as first line support for hardware, software, cloud, and VoIP issues with clear ticketing hygiene and communication.
• Vendor & procurement: Manage IT vendors, evaluate new tools, and inform procurement and standardization decisions.