Job description

Are you able to wrangle millions of financial transactions? Can you help us automate and improve our processes? FinFolio is the back office for large investment advisors and we need team members to 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?

• Download files daily (M-F excluding stock market holidays) file downloads from financial custodians using websites, FTP servers and various software
• Must be able to start at 5AM ET each day
• Complete the daily task list by 8AM ET with a hard deadline
• Establish daily remote connections and controls for multiple Amazon AWS machines
• Maintain and write new interfaces to custodians and other data systems
• Update and maintain SQL, C# and PowerShell scripts and other tools to automate downloads
• Reconcile accounts and analyze data problems
• Communicate with clients about reconciliation problems

What qualifications would help me be successful at FinFolio?

• Must be familiar with market operations (Exchanges, stocks, bonds, financial institutions, etc.)
• Must be tech savvy
• Excellent written and verbal communication skills in English
• Must be reliable, self starting, strong attention to detail
• Knowledge of FTP and data transfer tools server access
• Knowledge of scripting tools, SQL, coding skills

What remote tools do we use?

• Slack for intra-office communication
• Discord for presence and internal meetings
• 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
• ClickUp for task management and scheduling

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 time off + 401K match
• Interact with interesting and successful financial advisor clients

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Do you have advanced technical skills? (e.g. coding, scripting, excel formulas) If so, please give details.
• Do you have any experience with investment finance? (e.g. college, Series 63, day trading, etc.) If so, please give details.
• Can you start work at 5am EST? (yes/no)

Work Location: Remote

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