Remote Data Import Specialist (Investment Finance) (remote)

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Are you able to wrangle millions of transactions every day? Can you help us automate and improve our processes? FinFolio is the back office for large investment advisors and you will help us 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?

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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

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

Employment Type: FULL_TIME

 

 

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