This job has expired

IT Service Technician

CFP Board
Washington D.C.
Based on experience
Closing date
Oct 12, 2023

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Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details


General Function:

Under the direction of the IT director, will work collaboratively with internal staff and external partners to ensure the smooth operation of the IT infrastructure (workstations, network services, audio-visual systems, and telecommunications). Candidate will ensure timely response and resolution to IT Help Desk tickets, promoting a culture of customer service and satisfaction for our stakeholders. This is a full-time onsite 5-days a week position at CFP Board headquarters in Washington, D.C.



Essential Functions:

  • Serve as the first point of contact for technical troubleshooting of IT workstations, including laptops, phones, and peripherals.
  • Support the IT operations supervisor in establishing and maintaining a high level of staff satisfaction relating to PCs, network services, telecommunications, and audio-visual systems. 
  • Collaborate with the Managed Service Provider (MSP), IT network services, and technical facilities staff, nurturing a customer-service culture among the team.
  • Proactively collaborate with the MSP and facilities staff to take on IT support tickets as they come in and ensure timely completion and effective customer communication.
  • Provide guidance and technical support for Zoom and Teams online meetings: training, scheduling, meeting set-up, presenting, recording, and troubleshooting.
  • Develop and maintain technical documentation and FAQs to enable staff to address common issues without IT assistance.
  • Develop and conduct routine training for staff on available IT tools and services.



Required Background/Skills/Abilities:

  • Minimum 2 years of hands-on IT support experience. 
  • Extensive knowledge and experience with Microsoft 365.
  • Experience with Service Desk/Help Desk ticketing and triage.  
  • Technical infrastructure experience, including:
  • VoIP Telephones
  • AV including online conferencing, in-person, and hybrid AV meetings
  • Printer support
  • Wired and wireless network connectivity
  • General PC, laptop, and peripheral support
  • Excellent interpersonal and communication skills (both verbal and written).
  • Excellent critical thinking, with a proactive approach to identifying issues and presenting solutions and options.
  • Ability to be flexible, set priorities and meet deadlines in a fast-paced environment.
  • Must be able to lift up to 25 pounds.
  • Must be physically able to deliver and install computer equipment and printers.
  • Must be able to crawl under desks for installation process.
  • Must be able to sit and stand for long periods of time.
  • Occasional overtime and travel may be required including on-call support, early mornings, late evenings, weekends and/or holidays.




  • 2-4 prior years’ experience preferred.
  • B.S./B.A. in Information Technology, Computer Science, or equivalent technical experience.
  • Professional Technical certifications including A+, Network+, MCP, Azure, Zoom Rooms, CCNA.
  • Experience with RingCentral VOIP, Zoom, and Microsoft Teams video calling.


The Certified Financial Planner Board of Standards (“CFP Board”) - headquartered in Washington, D.C.-is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the position.

 To Apply:  Submit your resume and one-page letter summarizing your interest, qualifications, and salary expectations.

This position is based in the Washington D.C. office and works a 5-day schedule in the office.


Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first.

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