World Insurance Associates LLC · 1 month ago
Information Technology Associate
World Investment Advisors is a nationally recognized financial services firm dedicated to providing independent retirement plan and investment advisory services. They are seeking an Information Technology Associate to assist the IT Department with technical services, support ongoing projects, and ensure effective communication and compliance within the organization.
Professional ServicesProperty & Casualty InsuranceHuman ResourcesFinanceHealth InsuranceAdviceCommercial InsuranceEmployee BenefitsFinancial ServicesInsuranceLife Insurance
Responsibilities
Will be part of the current WIA Information Technology team and will work closely with other team members with ongoing projects and day-to-day tasks
Will provide first tier support to the WIA network via email or phone by helping users with issues by researching problems, troubleshooting, and reaching out to tech support entities/vendors when necessary
Will assist as system administrator and user set-up within the different platforms used at WIA. Some of those systems include but not limited to:
Salesforce
Microsoft 365
Email support is a substantial part of this position
HubSpot
Conga
Fast Forms
NetDocuments
NetSuite
Will assist with ongoing maintenance of CRM and other systems and will notify users of outages or issues
Assist with data imports into our Salesforce platform and help with data cleanup
Be part of general Technology Department administration, meetings, and projects
Qualification
Required
Positive Mental Attitude. Able to remain kind and gracious, even under extreme pressure
Highly motivated and results driven individual, a self-starter
Excellent analytical, problem solving, and decision-making skills
Excellent written communication skills
Good verbal communication and presentation skills
Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity
Experience with MS Office applications
Preferred
CRM/Database experience
Salesforce-specific experience in particular
Programming ability a big plus
Benefits
401(k) with Employer Match
Health Insurance (with HSA option)
Dental Insurance
Vision Insurance
Life Insurance
Generous Paid Time Off Policy
Flexible Spending Account (FSA)
Healthy Work/Life Balance
Maternity/Paternity Leave Policy
Remote Work Opportunity
Bonus program
Company
World Insurance Associates LLC
World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.
H1B Sponsorship
World Insurance Associates LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Accounting and Finance
Legal and Compliance
Trends of Total Sponsorships
*2026 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners,Goldman Sachs Asset ManagementGoldman Sachs Asset Management
2023-08-21Private Equity
2023-08-21Debt Financing
2020-03-02Acquired
Leadership Team
Recent News
2026-07-18
2026-07-13
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2026-07-02
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