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
- Founded in 2008, we recently re-launched our product to rave reviews
- 100% remote company with great benefits
- Exciting early-stage startup, adding new enterprise clients every month
- 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 using internal mapping tool
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 extremely reliable, self starting, strong attention to detail
- Knowledge of FTP and data transfer tools server access
- Knowledge of scripting tools, SQL, coding skills a plus
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
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
How to apply?
Please E-Mail your resume to jobs@finfolio.com.