Job Details

Status: 6-Month Contract (Potential Contract-to-hire)

Job Title: Help Desk Specialist

Location: On-site in Portland, OR

Salary: $20/hr

About the company:

We are an independent, employee-owned wealth management and investment advisory firm based in the Pacific Northwest. For nearly 50 years, we have quietly built a reputation as the trusted stewards for high-net-worth individuals, families, and institutions. We manage billions in assets, but we operate with the deliberate care and personalized attention of a boutique family office.

Unlike many large financial institutions, we are not driven by product sales, commissions, or quarterly earnings pressures. We are fiercely independent fiduciaries. Our structure ensures that our interests are completely aligned with those of our clients because the firm is owned by the professionals who work here. We build custom, sophisticated portfolios and comprehensive wealth plans that span generations.

We hire for intellect, integrity, and exceptional client service. Our team includes some of the most respected portfolio managers, wealth planners, and analysts in the region, operating in a highly collaborative environment. If you are seeking a long-term home where you can do the highest quality work of your career surrounded by supportive, elite peers, you belong here.

Help Desk Specialist:

Our client is seeking a polished and service-oriented Help Desk Specialist who thrives in a high-touch, fast-paced professional environment. This individual will serve as the first line of technical support, delivering responsive, white-glove service to a team of high-performing professionals with varying levels of technical proficiency. The ideal candidate is adaptable, detail-oriented, and confident in communicating with stakeholders while maintaining a calm, solutions-focused approach.

This role is on-site in Portland, Oregon.

Help Desk Specialist Responsibilities:

• Provide Tier 1 technical support across Microsoft 365, phone systems, and general desktop issues.
• Troubleshoot and resolve common IT issues, including password resets, printing errors, and connectivity concerns.
• Deliver timely, high-quality support to end users with a strong emphasis on professionalism and customer service.
• Support onboarding and setup of new users, including hardware, software, and system access.
• Escalate complex technical issues as needed while ensuring clear communication and follow-through with stakeholders.

Help Desk Specialist Qualifications:

• 1–3+ years of experience in a Help Desk, IT Support, or similar technical support role.
• Hands-on experience supporting Microsoft 365, user account management, and basic networking concepts.
• Strong troubleshooting skills across hardware, software, and peripheral devices.
• Excellent communication skills with the ability to support both technical and non-technical users.
• Professional presence and ability to operate in a highly polished, client-facing environment with elevated expectations.