Coldstream · 6 hours ago
IT Technician
Bellevue, WA
Full-time
Hybrid
Entry Level
$73K/yr - $83K/yr
1+ years expColdstream Wealth Management is an independent wealth management firm providing customized portfolio management and financial planning services. The IT Technician will provide technical support for hardware, software, and connectivity while collaborating with the IT team across multiple locations.
AdviceFinanceFinancial ServicesRisk ManagementWealth Management
Responsibilities
Provide remote and onsite technical support for hardware, software, connectivity, and workstation setup
Configure new user accounts, deploy and replace workstations, and manage the full hardware lifecycle
Support printers, scanners, VOIP phones, and other office equipment, including driver and configuration issues
Troubleshoot and support core applications such as Microsoft Office, Adobe, Zoom, Salesforce, and other business-critical tools
Manage user access, permissions, and email systems (Outlook/Exchange), including MFA, password resets, and security tools
Support VPN and remote access for hybrid and offsite employees
Assist with basic cybersecurity practices and mobile device management
Document solutions, maintain knowledge base articles, track recurring issues, and recommend improvements
Provide basic end-user training and escalate complex issues to senior IT or MSP partners as needed
Qualification
Required
At least 1 year of professional experience in a tech support position
Hands-on experience troubleshooting and resolving hardware, software, systems and network issues, including installing, upgrading, repairing, moving, and replacing laptops and peripherals
Experience maintaining a Windows-based environment, including Active Directory and the M365 Suite
Outstanding attention to detail and high quality of work
Excellent communication, customer service, time management, and prioritization skills
Passion for solving problems and conducting research into a wide range of computing issues
Valid driver's license and dependable vehicle (mileage will be reimbursed)
Ability to lift up to 40 pounds
Preferred
Bachelor's degree in Computer Science, IS Management or related field is preferred
Certificates from Comp TIA (A+, Network+, Security+) or Microsoft 365 equivalent are preferred
Experience with Salesforce, SharePoint, N-Able, ITGlue, Okta IdP, Meraki, Intune, AutoPilot, Mobile Device Management, and Zoom is a plus
Benefits
Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
401(k): 100% company match up to 4% of your annual pay
Opportunity to purchase equity and become an owner of the firm
Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
100% training/certification/licensing/dues reimbursement and mentoring program
Heavily subsidized parking or free transit pass
Wellness reimbursement
Anniversary bonuses every 5 years and sabbaticals every 10 years
Company
Coldstream
Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Matt Sonnen
Chief Operating Officer
Recent News
2025-06-03
Seattle TechFlash
2025-03-27
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