Hybrid Software Support Analyst (Investment Finance) (remote) Software Support Analyst (Investment Finance) (remote)
Talentify.io · United States (Remote) · nan, United States Of America · Hybrid
About the job
Who is FinFolio?
- We make wealth management simpler!
- A SaaS solution that is the back office for professional wealth managers
- Our software reports, trades, and bills investment accounts
- 100% remote company with great benefits
- Startup, small-company atmosphere
- Passionate and excited about great software and making our clients happy
- Discuss investments and software functionality with wealth manager clients
- Provide technical support by resolving issues and questions by phone and email
- Give webinars and 1-on-1 training to clients
- Implement new clients by converting data from their old software
- Assist in testing products with new software releases
- Help troubleshoot software bugs and work with development team to make fixes
- Build processes and procedures to help new team members
- Write and maintain documentation and articles about software functionality
- Familiar with market operations (Exchanges, stocks, bonds, etc.)
- Excellent written and verbal communication skills in English
- Must be reliable and self starting, with a strong attention to detail
- Based in the USA, with a quiet home office and fast internet
- Must be tech savvy, able to write scripts and use macro languages
- Finance degree, Series 63 or equivalent experience
- Would be a plus to know FTP, SQL, DOS Batch, or REST APIs
- You need a quiet home office, suitable for video, telepresence and meetings
- Slack & Pragli for intra-office communication (you will be on video often)
- GMail for communication with clients and data vendors
- Gusto for HR and payroll
- Google Drive for documents, spreadsheets, etc.
- Hubspot for contact management and help desk
- Work with a team that is excited and passionate about what they do
- Help support an amazing, best-in-class product that is fun to use
- Competitive salary + health/dental + unlimited paid time off + 401K match
- Interact with interesting and successful financial advisor clients