Software Support Analyst (Investment Finance) (remote)
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? FinFolio is the back office for large investment advisors and you will help us support our mission critical software.
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
What will you do at this job?
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
What qualifications would help me be successful at FinFolio?
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
How do we work remotely?
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
Why should you work here?
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
Employment Type: FULL_TIME
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