Workplace Technology Associate - Lutherville Timonium - Berman McAleer

    Berman McAleer
    Berman McAleer Lutherville Timonium

    2 days ago

    Description
    *About Berman McAleer*Find out more about this role by reading the information below, then apply to be considered.

    Berman McAleer is an independent wealth management firm based in Maryland with offices in New York and Florida. We focus on the total financial well-being of select families that choose to partner with us.


    We care deeply about the personal and financial success of the clients we serve, and our decision-making reflects those priorities.

    We limit the number of new clients we accept each year and have taken the unusual step of closing to new clients on a number of occasions.

    To keep our interests aligned with those of our clients, our advisors are salaried instead of being incentivized with production or asset-based goals, and we eschew the use of any proprietary products or accounts.

    *What We Believe
    • Our financial professionals act in our clients' best interest – always – as fiduciaries.
    • Clear, transparent, and unbiased information helps lead to the best decisions.
    • We focus on multi-generational wealth management for high-net-worth individuals and families.
    • Collaboration and teamwork yield the best advice and client experience.
    *About the Role*We are seeking a *Workplace Technology Associate* to join our team. The Workplace Technology Associate is the on-site technology specialist for our Timonium office. You will provide high-touch desk-side support, coordinate with our managed service provider (MSP) for service-desk and escalations and assist the CTO with technology implementations and continuous improvements.

    *Key Responsibilities
    • Assist with rollouts and improvements (device deployments, standard configurations, process/tool enhancements) under CTO oversight.
    • Contribute to responsible AI enablement (tool setup, access coordination, user onboarding, feedback loops) as initiatives mature.
    • Support Microsoft 365 and collaboration workflows (Outlook, Teams, SharePoint/OneDrive basics and Zoom.
    • Triage, document, and escalate issues to the MSP; stay accountable for follow-through and clear user communication.
    • Maintain IT inventory and lifecycle records; support onboarding/offboarding checklists and device preparation.
    • Create and maintain practical documentation (how-to guides, quick fixes, standards).
    • Operate with a security-first mindset appropriate for a wealth management environment.
    • Provide responsive desk-side support for endpoints, peripherals, printing/scanning, and basic connectivity.
    • Proactively ensure conference rooms and meeting technology are tested, ready, and supported during key meetings.
    *Who You Are
    • Holds an associate or bachelor's degree in IT or a related field, or equivalent practical experience; degree preferred.
    • Comfortable supporting Microsoft 365 in an end-user environment with strong troubleshooting instincts.
    • Excellent communicator with a service-oriented approach who keeps people informed and calm.
    • Experienced with Entra ID (Azure AD), Intune or endpoint management, or similar administration tools.
    • Familiar with Teams and SharePoint site hygiene and basic Zoom administration.
    • Interested in continuous improvement, automation, and practical, safe adoption of AI tools.
    • Experienced in financial services or a related industry preferred, including wealth management or banking.
    *What Success Looks Like at BMc
    • Employees receive fast, respectful support, and issues are owned through resolution.
    • Meeting spaces and collaboration tools are reliable, with minimal disruption, few surprises, and quick recovery when issues occur. xhuatnn
    • Continuous, incremental improvements result in a smoother, more modern, and more secure workplace technology experience.

    Pay:
    $70, $100,000.00 per year


    Benefits:

    • 401(k)
    • 401(k)
    matching

    • Dental insurance
    • Employee assistance program
    • Employee discount
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Parental leave
    • Professional development assistance
    • Tuition reimbursement
    • Vision insurance

    Education:

    • Associate (Preferred)

    Experience:

    • IT: 1 year (Required)

    Ability to Commute:

    • Timonium, MD Required)

    Work Location:
    In person
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