Tech Helpdesk Specialist at Vision Financial Group LLC – Des Moines, Iowa

Are you a natural problem-solver who loves helping people? Do you have a knack for figuring things out and an eagerness to dive into the world of technology? We are seeking a highly empathetic, detail-oriented Tech Helpdesk Specialist to be the "face" of our Technology Team. As the first point of contact for our staff, you will provide white-glove support, triage incoming requests, and ensure our wealth management professionals have the tools they need to serve our clients.

This is not a dead-end call center job. We treat our Helpdesk as a residency program. You will serve as the crucial frontline support for our local staff, and in return, you will have the opportunity to cross-train, learn modern cloud administration, and grow your career alongside a team of elite, specialized engineers.

Who We Are: Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial planning with professional asset management, tax optimization, and estate strategies, we unify every aspect of a client’s financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans, Financial Integrators uses a collaborative, team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.

What You’ll Do

• Frontline Support: Serve as the primary Tier 1 responder for all technology requests (in person, via our ticketing queue, or chat), ensuring a rapid, friendly, and effective response.
• Hardware & Software Care: Troubleshoot and resolve daily user issues related to hardware (laptops, monitors, peripherals) and basic software navigation.
• User Lifecycle: Assist with the IT onboarding process, performing routine maintenance and hardware deployments for new hires to ensure their first day is a seamless experience.
• Triage: Correctly identify and route complex, high-level issues to our specialized engineering pods.
• Training & Documentation: Guide staff through problem-solving so they can handle similar issues independently in the future, and develop internal "How-To" guides and FAQ materials.

What’s in it for you? We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO, paid holidays, and volunteer time off. Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program.

Compensation: The anticipated salary range for this position is $45,000 to $55,000 annually, based on experience and aptitude.

• 1-2 years of experience in a highly empathetic, client-facing role (e.g., customer service, hospitality, or administrative support). You do not need a formal IT background to apply. * Communication: Exceptional interpersonal skills. You must maintain patience and a positive attitude when helping users who may be stressed or confused by technology.
• A natural curiosity for how things work. You should be comfortable navigating Windows computers and eager to learn cloud-based tools (like Google Workspace).
• A keen attention to detail, strong pattern recognition, and a "no task is too small" attitude.

Physical Requirements:

• Ability to lift and carry IT hardware (up to 50 lbs., such as monitors and desktop PCs).
• Must be physically able to bend, stoop, kneel, and crawl under desks to manage cabling and set up workstations.
• Ability to navigate stairs in office environments is required.

Travel:

• Must possess a valid driver’s license, reliable transportation, and the willingness to drive locally between our Des Moines office locations as needed.