Software Support Analyst (Investment Finance) (remote)

Summary

FinFolio is a SaaS solution that simplifies wealth management for professional wealth managers. The Software Support Analyst will provide technical support, assist in client onboarding, and help maintain documentation and processes to ensure client satisfaction.

Responsibilities

• 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

Skills

• 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

Qualifications

Must Haves

• 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

Nice to Haves

• Would be a plus to know FTP, SQL, DOS Batch, or REST APIs

Benefits

• Health/dental
• Unlimited paid time off
• 401K match
• 100% remote company with great benefits
• Quick promotion opportunities