Software Support Analyst

  • Contract: Full-time

Job Description

  • 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

Skill Requirements

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

What remote tools do we use?

  • Sococo for video, telepresence and meetings
  • Slack for intra-office communication
  • GMail for communication with clients and data vendors
  • Zenefits for HR and payroll
  • Google Drive for documents, spreadsheets, etc.
  • Hubspot for contact management and help desk (soon)

About the Company

FinFolio is an exciting early-stage startup that makes software for professional financial advisers. We are seeking passionate and talented professionals to become Investment Software Specialists. Join a team focused on providing great software and exceptional service to our clients.

FinFolio is a client-focused support culture that rewards employees for innovation, professionalism, and personal development. We need top talent to help us grow.

How to apply

Apply for this job online using the link below.

External Link »