What follows is your day-to-day at the six-month mark. By then you'll be fully settled into the role, you'll own a defined slice of the firm's IT operations, you'll be a contributing member of our AI Builder team, and you'll be starting to take on stretch work. The breakdown below shows how your time is allocated and what the work actually looks like.
How Your Time Breaks Down
Three primary buckets. Click any slice or label to focus in, or click again to reset.
60%
M365 Administration & Help Desk
The operational backbone of the firm's IT. Where your foundational skill grows.
30%
AI Builder Work
Building automations and AI-powered tools alongside two full-time AI Builders.
10%
Learning & Growth
1:1s, team rhythms, certifications, and documentation that compounds your skill.
The Operational Backbone
60% of your timeThis is the core of the role. You become the firm's go-to operator for Microsoft 365 and the daily IT experience of everyone here. Click any card for what's actually involved.
End User Support ~25%
Daily triage of help requests from the firm's ~41 employees. The face of IT for tier-1 issues.
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What you do
- Daily review of the IT ticket queue, assigning or owning each issue
- Password resets, account lockouts, and identity verification
- Troubleshooting Microsoft Teams, Outlook, OneDrive, Intune-managed devices
- Building self-service SOPs to deflect repeat issues from the queue
Tools you use
- Monday.com (the IT tickets board)
- M365 Admin Center, Intune, Entra ID
- The firm's internal IT Support intake app
Who you work with
M365 Administration ~20%
Recurring administrative tasks across the Microsoft 365 environment. Mostly deterministic procedures with documented SOPs.
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What you do
- Daily Microsoft alerts review (security, service health, compliance signals)
- Spam exceptions and message recovery as requested
- External Sender Banner sync (bi-weekly)
- M365 change review against the Microsoft 365 Roadmap (bi-weekly)
- Outdated apps blocking through Intune Conditional Access (quarterly)
Tools you use
- M365 Admin Center, Exchange Admin Center
- Intune Admin Center, M365 Defender
- PowerShell for select tasks
Who you work with
Application Administration ~10%
The firm runs on 15+ SaaS platforms beyond M365. You own the health-check rhythm across most of them.
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What you do
- Monthly admin dashboard checks: AWS, HubSpot, Monday.com, Calendly, WordPress
- Quarterly account audits: LastPass, Stripe, Vimeo, Loom, Lucid, Adobe, Zoom
- RingCentral, Cognito Forms, and EFO Community Site maintenance
- Flagging anomalies, user-access drift, or renewal questions to Sean
Tools you use
- Each platform's admin console
- Monday.com IT Workflows board (the central source of truth)
- LastPass for credential management
Who you work with
Security & Compliance Monitoring ~5%
The firm is an SEC-registered RIA. You support the weekly and quarterly compliance rhythm Sean owns.
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What you do
- Weekly compliance monitoring (sign-in logs, conditional access flags)
- SSO troubleshooting when users hit access issues
- First-pass review of user-reported phishing
- Wizer quarterly phishing campaign execution
- Pulling IT Support Assistant chatbot metrics for the quarterly report
Tools you use
- M365 Defender, Purview
- Wizer (phishing training platform)
- Copilot Studio analytics
Who you work with
The AI Builder Side
30% of your timeYou're the third member of an AI Builder team that already has two full-time builders (Trent and Garrett). This is where you'll work on projects with visible impact across the firm.
Building with Claude Claude
The firm builds with Claude. You'll create and maintain Claude skills, plugins, and Cowork builds that the rest of the team uses every day.
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What you do
- Build new Claude skills and plugins as the team identifies repeat workflows worth packaging
- Maintain and improve existing skills and plugins as the firm's needs evolve
- Run Claude Cowork builds that solve specific firm problems, one-off or scheduled
- Bring Claude capability into internal workflows that the team relies on daily
Tools you use
- Claude Cowork (your primary build surface)
- Claude skills and plugins (creating and maintaining)
- Claude Chat for ideation and prototyping
- Monday.com, HubSpot, and Microsoft 365 as integration targets
Who you work with
AI Workflow Integration Copilot
The firm has two production Copilot Studio chatbots (HR Benefits Assistant, IT Support Assistant). You'll keep them sharp and propose new ones.
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What you do
- Maintain Copilot Studio chatbot knowledge bases (sourced from SharePoint)
- Improve answer quality based on user feedback and analytics
- Propose new internal chatbots where they'd deflect tickets or speed up work
- Help bring Microsoft Copilot capabilities into firm workflows responsibly
Tools you use
- Microsoft Copilot Studio
- SharePoint (knowledge sources)
- Power Automate (for Copilot connectors)
Who you work with
Learning & Growth
10% of your timeBuilt into the role, not bolted on. The firm invests in your skill growth deliberately.
Your Development Rhythm Weekly
Time blocked for the things that compound your skill: 1:1s, learning, certifications, and authoring documentation.
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What's in it
- Bi-weekly 1:1 with Sean (your manager) to talk progress, blockers, and growth
- Weekly AI Builder team standups with Sean, Trent, and Garrett
- Self-paced learning time (Microsoft certifications, AI tools, security)
- SOP authoring for the procedures you've learned (documentation is infrastructure here)
- Periodic exposure to other parts of the firm (wealth management, marketing, operations)
Why this is in the role definition
- The firm grows skill deliberately. Your career arc here is real.
- Documentation is part of the work, not an afterthought.
- You're not just keeping the lights on; you're getting better every week.
A Typical Week
An illustrative week at the six-month mark. Days are themed roughly but real life flexes. The point is to show the texture of the work.
Monday
Setting the week
- 9:00Daily M365 alerts review
- 9:30Help desk: weekend ticket triage
- 10:301:1 with Sean (bi-weekly)
- 11:30AI builder: current Cowork build
- 1:30AI builder continues
- 3:30Monday.com user audit
- 4:30Wrap-up tickets, end of day
Tuesday
Operations focus
- 9:00Daily alerts + email triage
- 9:30Help desk tickets
- 11:00M365 admin: spam exceptions
- 1:00Intune device requests
- 3:00SOP documentation update
- 4:00Application admin checks
Wednesday
Builder day
- 9:00Daily alerts
- 9:30AI Builder team standup
- 10:00Deep builder work (no-meetings block)
- 1:00Builder work continues
- 3:00Help desk catch-up
- 4:00Quick sync with Sean on progress
Thursday
Security focus
- 9:00Daily alerts (security signals extra)
- 9:30Weekly compliance monitoring
- 11:00Help desk
- 1:30User-reported phishing review
- 3:00AI builder work
- 4:30End of week prep
Friday
Wrap-up and learn
- 9:00Daily alerts
- 9:30Help desk + ticket cleanup
- 11:00SOP and knowledge base authoring
- 1:00Self-paced learning / certifications
- 2:30AI builder wrap-up
- 4:00Weekly recap + next week planning
This Is Real, Hybrid, Skill-Building Work
You're not pigeonholed as a help desk person, and you're not pretending to be a senior engineer either. You're learning Microsoft 365 administration cold, you're shipping real AI builds alongside two full-time builders, and you're working closely with the IT Manager who has a direct line to the COO. Six months in, you'll own a defined slice of the firm's IT operations and you'll have already started taking stretch work. That's what this role is.
Here's how we get you from day one to fully settled. The plan below maps the first 30, 90, and 180 days. You will not be expected to do everything from day one. The IT Manager owns your onboarding personally, you'll shadow before you operate, and you'll have two AI Builder peers (Trent and Garrett) to lean on as you ramp.
Your 180-Day Arc
Three milestones. Each one builds on the last.
Day 30
Foundation
Day 90
Independent Operator
Day 180
Owning Your Slice
30
Days
Foundation
Get oriented, set up access, shadow before you operate.
What You'll Do
- Set up your accounts, hardware, and full M365 environment access (under Sean's guided onboarding)
- Meet the team: Sean (your manager), Trent and Garrett (AI Builder peers), Justin (COO/CLO), HR, and a broad cross-section of the firm
- Shadow Sean on the daily routines: alerts review, ticket triage, application admin
- Read through the IT SOPs library (10 M365 admin tasks, 9 security and compliance tasks)
- Handle simple help desk tickets under Sean's supervision
- Pair with Trent or Garrett on a small Claude Cowork build to learn the tooling
- Attend your first AI Builder team standups and your first 1:1 with Sean
What You'll Know
- Where everything lives: SharePoint SOPs, Monday.com boards, M365 Admin Center
- The org chart, vendor contacts, and who owns what
- How to handle 80% of routine help desk tickets
- Basic comfort with Claude Cowork and the firm's skill/plugin ecosystem
- The firm's priorities (security and compliance first, documentation as infrastructure)
Who You'll Work With Most
Sean (daily)
Trent
Garrett
Justin (intro)
HR for setup
90
Days
Independent Operator
Take ownership of deterministic work, ship your first build.
What You'll Do
- Own the daily Microsoft alerts review independently
- Take ownership of spam exceptions and External Sender Banner sync
- Run independent tier-1 help desk (escalate only on judgment calls)
- Support the quarterly Wizer phishing campaign end-to-end
- Ship your first AI builder contribution: a Claude skill, a plugin update, or a Cowork build
- Own monthly application admin dashboards for 5-7 of the 15+ SaaS platforms
- Attend bi-weekly portfolio reviews with Sean
What You'll Know
- The deterministic M365 admin tasks cold (you run, Sean reviews)
- The ticket queue patterns: what each kind of ticket needs
- Enough Claude Cowork to take a build from idea to deployment
- The firm's tech stack and how the pieces interconnect
Who You'll Work With Most
Sean (bi-weekly 1:1)
Trent (daily on builds)
Garrett (daily on builds)
The firm (help desk relationships)
180
Days
Owning Your Slice + Stretch Work
Fully settled. Starting to take work beyond the baseline role.
What You're Fully Owning
- The full deterministic M365 task suite (Daily Alerts, spam, ESB sync, change review, outdated apps blocking)
- Tier-1 help desk operations with judgment-call escalations only
- Most application administration dashboards
- Weekly compliance monitoring
- Quarterly Wizer phishing campaign execution
- Active contributor role on the AI Builder team alongside Trent and Garrett
Stretch Work You Might Take On
- Owning a feature on the internal client portal build
- Leading a Copilot Studio chatbot improvement
- Authoring SOPs for gap areas you identified
- Proposing and shipping a process improvement
- Contributing to vendor reviews and platform decisions
Who You'll Work With
Sean (manager)
Trent & Garrett (peers)
The full firm
Six Months In, You'll Be Settled and Growing
This is a real career arc, not a stepping stone we're hiding. The IT Manager grew here. The AI Builders are growing here. You will too, with a manager whose explicit job is to grow you and a COO who treats IT as the firm's strategic foundation.