Software Support Analyst (Investment Finance) (remote)

<p>Do you obsess about making clients happy and dream of solving challenging technical and financial problems? Are you interested in quick promotion opportunities and as much responsibility as you can handle? &nbsp;FinFolio is the back office for large investment advisors and you will help us support our mission critical software.</p><p><br></p><p><strong>Who is FinFolio?</strong></p><ul><li>We make wealth management simpler!</li><li>A SaaS solution that is the back office for professional wealth managers</li><li>Our software reports, trades, and bills investment accounts</li><li>100% remote company with great benefits</li><li>Startup, small-company atmosphere</li><li>Passionate and excited about great software and making our clients happy</li></ul><p><strong>What will you do at this job?</strong></p><ul><li>Discuss investments and software functionality with wealth manager clients</li><li>Provide technical support by resolving issues and questions by phone and email</li><li>Give webinars and 1-on-1 training to clients</li><li>Implement new clients by converting data from their old software</li><li>Assist in testing products with new software releases</li><li>Help troubleshoot software bugs and work with development team to make fixes</li><li>Build processes and procedures to help new team members</li><li>Write and maintain documentation and articles about software functionality</li></ul><p><strong>What qualifications would help me be successful at FinFolio?</strong></p><ul><li>Familiar with market operations (Exchanges, stocks, bonds, etc.)</li><li>Excellent written and verbal communication skills in English</li><li>Must be reliable and self starting, with a strong attention to detail</li><li>Based in the USA, with a quiet home office and fast internet</li><li>Must be tech savvy, able to write scripts and use macro languages</li><li>Finance degree, Series 63 or equivalent experience</li><li>Would be a plus to know FTP, SQL, DOS Batch, or REST APIs</li></ul><p><strong>How do we work remotely?</strong></p><ul><li>You need a quiet home office, suitable for video, telepresence and meetings</li><li>Slack &amp; Pragli for intra-office communication (you will be on video often)</li><li>GMail for communication with clients and data vendors</li><li>Gusto for HR and payroll</li><li>Google Drive for documents, spreadsheets, etc.</li><li>Hubspot for contact management and help desk</li></ul><p><strong>Why should you work here?</strong></p><ul><li>Work with a team that is excited and passionate about what they do</li><li>Help support an amazing, best-in-class product that is fun to use</li><li>Competitive salary + health/dental + unlimited paid time off + 401K match</li><li>Interact with interesting and successful financial advisor clients</li></ul>