Teams at AdamsBrown, LLC

Provides onsite technical support for client desktops, laptops, servers, networks, and end users. Responsibilities include troubleshooting and resolving hardware, software, operating system, networking, and security issues; documenting and prioritizing service requests; installing and replacing equipment; supporting new client environments; and escalating issues as needed. The role requires client communication, ticketing and RMM/PSA tools, travel to client sites, occasional overtime or on-call work, and the ability to lift IT equipment.

Provide general administrative support including answering phones, greeting clients, preparing documents using word processing and spreadsheets, managing mail, scheduling meetings, maintaining records and office areas, coordinating projects and vendor deliveries, and performing other assigned office tasks.

Supports wealth advisors by managing and rebalancing client portfolios, executing securities transactions, maintaining trade and compliance documentation, monitoring performance and market trends, and preparing portfolio reports. The role collaborates with advisors and investment leaders, participates in investment committee activities, researches investments, supports client communications, and may contribute to investment strategy development. Requires strong analytical, research, communication, compliance, and problem-solving skills.