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About the Role
The Technology Liaison / Administrator serves as the central point of coordination for the firm’s day-to-day technology needs. This role works closely with IT, Accounting, Compliance, employees, and external vendors to ensure technology processes are organized, secure, well-documented, and aligned with the firm’s policies and regulatory requirements.
Responsibilities
- Coordinate employee technology onboarding and offboarding, including account provisioning, system access, and equipment setup.
- Manage technology-related offboarding activities, ensuring timely deactivation of accounts, recovery of equipment, and revocation of system and vendor access.
- Maintain accurate onboarding and offboarding checklists and records for audit and compliance.
- Maintain an up-to-date inventory of technology vendors, including key contacts and escalation paths.
- Track vendor agreements, renewals, and related addendums, ensuring records are 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.
- Document testing results and escalate identified issues to IT and Compliance.
- 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.
Requirements
- 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.
- 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.
- 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.
Skills
- Technology administration
- IT coordination
- Technology liaison
- Employee onboarding and offboarding
- System access management
- Vendor management
- Agreement and renewal tracking
- SOC report review (preferred)
- Technology policies and procedures
- Documentation practices
- Organizational skills
- Time-management skills
- Attention to detail
- Written communication
- Verbal communication
- Cross-functional collaboration
- Independent management of schedules and deadlines
- Discretion and judgment
Location
- New York
Work Type
- Full Time
Salary/Compensations
- $70,000 - $80,000 / year
About the Company
- 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.