The Role
Coordinates day-to-day technology administration, including employee onboarding and offboarding, access management, equipment recovery, vendor documentation, renewals, SOC report collection, policies, recurring testing, phishing campaigns, audit support, and internal technology requests. Tracks issues through resolution and communicates technology changes, outages, and requirements to employees, IT, Compliance, Accounting, and external vendors.
Summary Generated by Built In
About the Company
Key Responsibilities
Skills, Knowledge and Expertise
Core Competencies
About
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.
Beech Hill Securities, Inc. is a professional services organization that supports internal teams, advisors, and clients through administrative, operational, and client service functions. The firm operates in a structured and regulated environment and partners with external service providers to deliver reliable, high-quality support.
About the RoleThe Technology Liaison / Administrator serves as the central point of coordination for the firm’s day-to-day technology needs. Based in New York City, this role works closely with IT, Accounting, Compliance, employees, and external vendors to help ensure technology processes are organized, secure, well-documented, and aligned with the firm’s policies and regulatory requirements.
This role coordinates employee technology onboarding and offboarding, manages technology vendor documentation and renewals, maintains policies and procedures, and oversees recurring technology testing activities. The Technology Liaison / Administrator also serves as the primary point of contact for internal technology requests, ensuring issues are directed to the appropriate resources, tracked through resolution, and clearly communicated to employees.
Key Responsibilities
- Coordinate with IT, Accounting, and Compliance to support employee onboarding, including account provisioning, system access, and equipment setup.
- Manage technology-related offboarding activities, ensuring accounts are deactivated, equipment is recovered, and system and vendor access is revoked in a timely manner.
- Maintain accurate onboarding and offboarding checklists and records to support audit and compliance requirements.
- Maintain an up-to-date inventory of technology vendors, including key contacts and escalation paths.
- Track vendor agreements, renewals, and related addendums, ensuring records remain current and organized.
- Collect, review, and retain vendor SOC reports where applicable and coordinate follow-up on identified findings or exceptions.
- Establish, maintain, and update technology-related policies, procedures, and supporting documentation.
- Support Compliance with technology-related documentation requests during audits and regulatory examinations.
- Coordinate and execute required daily, monthly, and quarterly testing activities in accordance with established policies and procedures.
- Administer phishing testing campaigns, track results, and coordinate follow-up training when needed.
- Document testing results and escalate identified issues to IT and Compliance as appropriate.
- Serve as the primary point of contact for internal technology requests, coordinating with IT and external vendors and tracking issues through resolution.
- Communicate technology changes, outages, system updates, and other relevant information to affected employees.
Skills, Knowledge and Expertise
- Experience in technology administration, IT coordination, or a similar technology liaison role.
- Familiarity with employee onboarding and offboarding processes, including system access management.
- Experience coordinating with internal technology teams and external service providers.
- Experience with vendor management, including agreement and renewal tracking; familiarity with SOC report review is preferred.
- Understanding of technology policies, procedures, testing, and documentation practices.
- Experience in a regulated or compliance-driven environment is a plus.
- Strong organizational and time-management skills with excellent attention to detail.
- Clear written and verbal communication skills and the ability to work effectively across multiple functions.
- Ability to independently manage recurring schedules, deadlines, documentation, and follow-up activities.
- Sound judgment and discretion when handling sensitive information.
Core Competencies
Tech Savvy — Anticipating and adopting innovations in business-building digital and technology applications. You are comfortable working across technology functions and effectively coordinating systems, access, vendors, and technology-related processes.
Plans and Aligns — Planning and prioritizing work to meet commitments aligned with organization goals. You effectively manage recurring testing schedules, employee lifecycle activities, vendor renewals, and documentation deadlines while keeping priorities organized.
Ensures Accountability — Holding self and others accountable to meet commitments. You maintain accurate records, follow established procedures, track open items through completion, and escalate issues when appropriate.
Communicates Effectively — Developing and delivering multi-mode communications that convey a clear understand of the unique needs of different audiences. You communicate technology issues, changes, and requirements clearly to employees, internal teams, and external vendors.
Collaborates — Building partnerships and working collaboratively with others to meet shared objectives. You work closely with IT, Accounting, Compliance, employees, and vendors to coordinate technology needs and support effective day-to-day operations.
Instills Trust — Gaining the confidence and trust of others through honesty, integrity and authenticity. You exercise discretion and sound judgment when handling sensitive employee information, technology access, vendor documentation, and compliance-related records.
Plans and Aligns — Planning and prioritizing work to meet commitments aligned with organization goals. You effectively manage recurring testing schedules, employee lifecycle activities, vendor renewals, and documentation deadlines while keeping priorities organized.
Ensures Accountability — Holding self and others accountable to meet commitments. You maintain accurate records, follow established procedures, track open items through completion, and escalate issues when appropriate.
Communicates Effectively — Developing and delivering multi-mode communications that convey a clear understand of the unique needs of different audiences. You communicate technology issues, changes, and requirements clearly to employees, internal teams, and external vendors.
Collaborates — Building partnerships and working collaboratively with others to meet shared objectives. You work closely with IT, Accounting, Compliance, employees, and vendors to coordinate technology needs and support effective day-to-day operations.
Instills Trust — Gaining the confidence and trust of others through honesty, integrity and authenticity. You exercise discretion and sound judgment when handling sensitive employee information, technology access, vendor documentation, and compliance-related records.
About
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.
Skills Required
- Experience in technology administration, IT coordination, or a similar technology liaison role.
- Familiarity with employee onboarding and offboarding processes, including system access management.
- Experience coordinating with internal technology teams and external service providers.
- Experience with technology vendor management, including agreement and renewal tracking.
- Familiarity with SOC report review.
- Understanding of technology policies, procedures, testing, and documentation practices.
- Experience in a regulated or compliance-driven environment.
- Strong organizational and time-management skills with excellent attention to detail.
- Clear written and verbal communication skills and the ability to work effectively across multiple functions.
- Ability to independently manage recurring schedules, deadlines, documentation, and follow-up activities.
- Sound judgment and discretion when handling sensitive information.
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The Company
What We Do
Red Clover is a New Jersey-based outsourced, full-service HR consultancy serving small and scaling businesses, including single family offices. It provides strategic and operational HR support, from people strategy and employee-lifecycle processes to recruiting, performance management, leadership development, executive coaching, organizational restructuring, and change management. The firm positions its work as executive-level HR partnership that helps organizations connect people practices with business goals, manage transitions, and grow.
