Who is FinFolio?

• 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
• 20+ employees, 50% are remote, grew 100% over 24 months
• Exciting early-stage startup, well funded, adding 2 new clients each month
• Passionate and excited about great software and making our clients happy

What will you do at this job?

• Starting at 5am EST, download and import data from various financial sources
• Complete download/import tasks by 8am EST
• Create and manage scripts and automation tools to download efficiently
• Reconcile financial data and accounts, ensuring accuracy of data
• Convert data from older financial systems into our system for new clients
• Communicate with clients and vendors about daily import problems and status
• Support FinFolio’s software, help troubleshoot data problems, reports, etc.
• Write and improve processes and find ways to be more efficient and accurate

What qualifications would help me be successful at FinFolio?

• 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 great
• Would be a plus to know FTP, SQL, DOS Batch, or REST APIs

 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)

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 + paid time off + 401K match
• Interact with interesting and successful financial advisor clients
• Fun co-working office in Denver RINO (soon):
  https://www.denver.org/about-denver/neighborhood-guides/river-north-art-district/

Location: US Location Only
Apply to: [email protected]