Data Import Specialist (Investment Finance) (remote)

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

Other Jobs You May Be Interested In

Remote Data Entry, No Experience, $40/hr, Part-Time
Virtual Assistant, $45/hr, Remote, No Experience, Night Job
Entry-Level Remote Data Entry, $50/hr, Evening Job
Customer Support, No Degree, $40/hr, Remote, Weekend Job
Remote Phone Job, $42/hr, Part-Time, College Student Friendly
Virtual Assistant, $40/hr, Remote, No Degree, Night Job
Part-Time Data Entry, $45/hr, Remote, College Student Friendly
Remote Moderator, No Degree, $50/hr, Evening, Weekend Job
Remote Customer Support, $42/hr, Night Job, No Experience
Live Chat Support, $40/hr, Remote, Entry Level, Part-Time
Virtual Assistant, Remote, $42/hr, Weekend, No Experience
Remote Data Entry, $45/hr, No Degree, Night Shift
Part-Time Customer Support, $40/hr, Remote, College Student
Remote Live Chat, $50/hr, Part-Time, Evening/Night Job
Entry Level Phone Job, $42/hr, Remote, No Degree Required
Weekend Data Entry, $45/hr, Remote, No Experience
Remote Virtual Assistant, $40/hr, Evening, Part-Time Job
Remote Moderator, $42/hr, Part-Time, Weekend, No Degree
Data Entry, $45/hr, Remote, Night Shift, College Student Job
Phone Support, Remote, $50/hr, No Experience, Part-Time
Virtual Assistant, No Experience, $42/hr, Remote, Weekend
Remote Customer Support, $45/hr, Part-Time, College Student
Data Entry, Remote, $40/hr, Night Shift, No Degree
Evening Virtual Assistant, Remote, $45/hr, No Experience
Weekend Customer Support, $42/hr, Remote, College Student

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

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

Some Useful Important Links
Apply Now				Click Here
Interview Question & Answers				Click Here
Create Free Professional Resume				Click Here