Technology Solutions Admin at Avantax Planning Partners

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

System Administration, Cloud Services, SaaS Platforms, Salesforce, Dropbox, Microsoft 365, User Management, Access Controls, Data Governance, Windows, MacOS, Linux, Problem-Solving, Critical Thinking, System Integration, Troubleshooting

Industry

Financial Services

Description

The Technology Solutions Administrator plays a critical role in ensuring the stability, performance, and continuous improvement of the firm’s SaaS platforms and internal IT systems. Reporting to Technology leadership, this role is responsible for administering, optimizing, and enhancing cloud‑based applications and system integrations that support both internal teams and external users. The Technology Solutions Administrator ensures systems operate efficiently and securely while partnering with internal stakeholders and third‑party vendors to deliver scalable, reliable technology solutions that support business growth. What you will do: * Examine and evaluate existing systems to identify opportunities for optimization, performance improvements, and enhanced functionality. * Partner with users and stakeholders to gather system requirements, track enhancements, and identify additional features that support business needs. * Administer user access, permissions, and configurations across industry‑specific vendors and cloud‑based SaaS platforms, including Salesforce, Dropbox, Notion, and similar tools. * Collaborate with IT teams to design, implement, and integrate new systems while ensuring alignment with existing technology architecture. * Troubleshoot system issues and outages internally and with third‑party support partners to ensure timely resolution and minimal business disruption. * Validate system changes through testing, ensuring performance, reliability, and adherence to data governance standards. * Implement and maintain data governance practices to support compliance with applicable policies and regulations. * Train users on new systems and features, providing ongoing support and serving as a subject matter expert for adopted technologies. * Upgrade and maintain systems by implementing new releases, enhancements, and models as needed. * Partner with Solution Architects and Project Managers to support project delivery, ensuring deadlines and budget requirements are met. * Stay current on emerging technologies, SaaS trends, and technical advancements to proactively recommend improvements. What you need to have: * Proven experience as a System Administrator, IT Analyst, or in a similar technology solutions role. * Strong knowledge of systems administration, cloud services, and SaaS platforms such as Salesforce, Dropbox, Microsoft 365, and related tools. * Hands‑on experience with user management, access controls, and data governance in cloud‑based environments. * Familiarity with multiple operating systems and platforms, including Windows, macOS, and Linux. * Excellent problem‑solving and critical‑thinking skills, with the ability to diagnose and resolve issues efficiently. * Strong communication and interpersonal skills, with the ability to collaborate effectively across technical and non‑technical teams. * A high level of resourcefulness and adaptability when addressing complex technical challenges. * Bachelor’s degree in Information Technology, Computer Science, or a related field, or equivalent practical experience. What is nice to have: * Relevant technical certifications such as CompTIA Cloud Essentials+, Salesforce Certified Administrator, or similar credentials. * Experience working in regulated or data‑sensitive environments with formal data governance requirements. * Exposure to project‑based system implementations or large‑scale SaaS deployments. * Demonstrated interest in continuous learning and advancing technical expertise. Travel Requirements: None at this time About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: * Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. * Easy access to mental health benefits to meet our team members and their families where they are. * 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. * 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. * Paid parental leave to support all team members with birth, adoption, and foster. * Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. * Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group [https://cetera.com/]® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "Cetera Financial Group [https://www.cetera.com/about-us]" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC [https://www.ceteraadvisornetworks.com/welcome], Cetera Wealth Services LLC [https://www.ceteraadvisornetworks.com/welcome] (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, [https://www.cetera.com/firms/cetera-financial-institutions] or Cetera Investors [https://www.cetera.com/firms/cetera-financial-specialists]. All firms are members FINRA/SIPC. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy [https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further details on what information we collect and the purposes for collection.

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Responsibilities

This role is responsible for administering, optimizing, and enhancing cloud-based applications and system integrations, ensuring systems operate efficiently and securely while partnering with stakeholders and vendors. Key duties include examining existing systems for optimization, administering user access across SaaS platforms, and troubleshooting system issues to ensure timely resolution.