FinFolio logo
FinFolio

We make beautiful software for financial advisors

Software Support Analyst – Investment Finance

Support EngineerSupport EngineerFull TimeRemoteSeniorTeam 11-50Since 2008H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

60 days ago

Salary

0

Seniority

Senior

Bachelor DegreeEnglishSQL

Job Description

Software Support Analyst – Investment Finance

FinFolio

• 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

Job Requirements

  • 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

Benefits

  • Competitive salary + health/dental
  • Unlimited paid time off
  • 401K match

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