Novella Wealth, a relationship-based firm, is focusing entirely on serving our clients well. Our diverse team of experts is dedicated to providing in-depth wealth, investment, and insurance management services that enrich your every financial goal. We manage each portfolio with the same care that we give our own.
We're looking for the best IT/CRM System Administrator to join the Novella family. The IT/CRM System Administrator is tasked to manage the information technology support services and the CRM system within our organization. The CRM system is a customer relationship management tool that keeps up-to-date records of customer contact information and data, and is accessible to users/clients and management to make effective use of the industry information systems technology. The IT/CRM System Administrator should be skilled and experienced in CRM, information technology development plans, policies and procedures, and advice the organization on CRM and information technology issues to accomplish business goals. At the end of the day, the IT/CRM System Administrator revolves around bridging the gap between the CRM system and the people who use it.

Main activities include:
- Acts as the CRM Subject Matter Expert (SME) across the organization;
- Manages the technical administration of the Firms CRM tool and relevant integrations including troubleshooting, ensuring technical issues are resolved promptly, system enhancements and system upgrades;
- Architects, designs and extends the CRM platform in alignment with business requirements, including creation of new fields, values and layout development;
- Leads in translating improvement requests and requirements into working technical solutions in the CRM;
- Acts as interpreter and connector; speaks the language of both marketing and technology and leads in translating requirements into data solutions;
- Leads in working with vendors for applications that integrate into the CRM System;
- Acts as technical lead in marketing technology aligned project management;
- Implements and maintains policies and goals that support the organization's IT needs;
- Monitor and maintain computer systems and networks;
- Develop and implement policies and procedures on information technology strategy, management, security and service delivery and to optimize the efficiency, performance and the quality of application software;
- Helps business operations groups utilize information systems to improve their efficiency;
- Communicate with staff or clients through a series of actions, remotely or face-to-face, to assist in setting up systems or resolving issues;
- keep up to date with industry developments;
- Support the roll-out of new applications;
- Ensures proper functioning of the information processing system and oversees necessary upgrades;
- Develop, implement and maintain information systems and business practices pertaining to electronic information security, capture and utilization;
- Set up new users accounts and profiles and deal with password issues;
- Test and evaluate new technology;
- Train agents, users and customers on CRM applications;
- Oversee and ensure operating within the information technology support services budget.
Active Directory / File Server:
- User account management (create, update, delete);
- File management; manage files & folders in accordance with Insurance Regulators / Licensing requirements;
- Data security and access management in accordance with Insurance Council of BC and other regulators requirements;
- Maintain backup of all systems.
Office 365:
- Create and update user mailboxes;
- Provide Auto responder services;
- Outlook/Mailbox monitoring;
- Manage OneDrive and Document Libraries.
Network Infrastructure:
- WAN/LAN monitoring;
- Monitor DNS, DHCP;
- Internet traffic monitoring;
- Maintain network cables and WiFis.
Printer Management:
- Ensure proper connection to printers;
- Assist in servicing printers.
General Maintenance:
- Hardware and software installation and service;
- Laptops, workstations, printers;
- MS Office 2013/2016/365;
- Antivirius;
- Printing and Scanning;
- Insurance BC custom applications;
- Solve IT Support ticket requests;
- Manage IT inventory.
Other activities
- Other tasks not specifically listed in this document may be assigned from time to time.

Requirements and qualifications:
- A minimum of 3 to 5 years working in Information Technology field, including 3 years of significant experience in IT/CRM services and support;
- Knowledge of customer relationship management software an asset;
- Post-secondary education in computer science, software engineering, or related field;
- Detail oriented with an excellent foundation in software development and support, stakeholder management, requirement development and analytical skills;
- Familiar with a variety of the field's concepts, practices, and procedure;
- A high level of self-motivation and energy;
- An optimistic, can-do attitude;
- Very strong analytical skills;
- Effective interpersonal skills.
Wage C$43.08 / hour, 40 hour / week
Aboriginal and new immigrants are encouraged. Candidates legally entitled to work in Canada can apply too.
Please email resume to (link removed) Only those qualified will be contacted, NO solicitation please.
Novella Wealth
Unit 270 10691 Shellbridge Way, Building 4, Airport Executive Park, Richmond, BC, Canada V6X 2W8