Software Support Analyst – FinFolio

Job Description:

We make wealth management simpler!A SaaS solution that is the backoffice for professional wealth managers. Our software reports, trades, and bills investment accounts.

Founded in 2008, we recently re-launched our product to rave reviews. About 25 employees, 50% are remote, grew 100% over 24 months.Exciting early-stage startup, adding a new client every 8 1/2 days. Passionate and excited about great software and making our clients happy

Job 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.

 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

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:

• 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 + paid time off + 401K match
• Interact with interesting and successful financial advisor clients
• Training and visits to our fun co-working office in Denver RINO (soon)

How To Apply:

Apply using the link in Custom Application URL