Senior IT Operations Specialist Job Arlington area,Texas USA,IT/Tech

Description

ABOUT FIRST RATE

At First Rate, we help financial institutions transform complexity into confidence through innovative Wealth Tech solutions, services, and data insights. Founded in 1991 and headquartered in Arlington, Texas, First Rate serves clients around the world while remaining privately held, entrepreneurially driven, and focused on building long-term relationships.

Our culture is guided by four core values:
Love, Give, Serve, and Enjoy
. These values shape how we support one another, serve our clients, and invest in our communities. We believe meaningful work and meaningful lives go hand in hand, creating an environment where co-workers can grow professionally, make an impact, and enjoy the journey.

To retain profitable and referenceable clients through the delivery of cohesive team-based customer service experience and audited performance reporting data to Service Bureau clients that is defined by quality, accuracy and timeliness.

ABOUT THE ROLE

As our Senior IT Operations Specialist
, you’ll help keep our people productive and our technology secure, reliable, and running smoothly. You’ll own daily help desk operations, resolve complex technical issues, administer Microsoft 365 and other core IT systems, and support infrastructure, security, and technology projects. We’re looking for an experienced, service-minded professional who takes ownership, communicates clearly, and enjoys finding better ways to work. This is an on-site position requiring five days per week in the office.

STRATEGIC WORK:

Help translate the IT Operations Architect’s technology roadmap, security requirements, and operating standards into repeatable daily practices and documented procedures.

Identify recurring incidents, aging technology, capacity constraints, security gaps, and process inefficiencies; recommend prioritized improvements supported by ticket, monitoring, asset, and risk data.

Contribute technical analysis, implementation planning, testing, change documentation, user communication, and post-implementation review for infrastructure, Microsoft 365, endpoint, security, and business-application projects.

Maintain operational readiness and continuity by ensuring current system documentation, administrative access, vendor contacts, recovery procedures, inventories, and escalation paths are available to authorized personnel.

Serve as the IT Operations Architect’s operational backup when the Architect is unavailable, making routine operational decisions and escalating material risk, cost, security, compliance, or business-impact decisions to designated leadership.

Support secure, scalable technology operations that align with company objectives, the Information Security Policy, and applicable compliance obligations.

TACTICAL WORK:
Help Desk and Employee Support

Own the daily help desk queue from intake through closure, including prioritization, troubleshooting, escalation, user communication, and resolution documentation.

Provide Tier 1 through Tier 3 support for company devices, peripherals, conference-room technology, connectivity, collaboration tools, and approved business applications.

Complete employee onboarding, transfers, and offboarding, including device preparation, account and access changes, software installation, security configuration, and equipment recovery.

Microsoft 365 and Identity Administration

Independently administer approved functions in Microsoft 365, Entra , Intune, Exchange Online, SharePoint Online, Teams, and related security platforms.

Manage routine user, group, license, mailbox, permission, device-enrollment, compliance, and application-deployment requests in accordance with authorization and least-privilege requirements.

Troubleshoot identity, authentication, email,…