FinFolio Job OpportunityDo you obsess about making clients happy and dream of solving challenging technical and financial problems? Are you interested in quick promotion opportunities and as much responsibility as you can handle? 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 managersOur software reports, trades, and bills investment accounts100% remote company with great benefitsStartup, small-company atmospherePassionate and excited about great software and making our clients happyWhat will you do at this job?Discuss investments and software functionality with wealth manager clientsProvide technical support by resolving issues and questions by phone and emailGive webinars and 1-on-1 training to clientsImplement new clients by converting data from their old softwareAssist in testing products with new software releasesHelp troubleshoot software bugs and work with development team to make fixesBuild processes and procedures to help new team membersWrite and maintain documentation and articles about software functionalityWhat qualifications would help me be successful at FinFolio?Familiar with market operations (Exchanges, stocks, bonds, etc.)Excellent written and verbal communication skills in EnglishMust be reliable and self starting, with a strong attention to detailBased in the USA, with a quiet home office and fast internetMust be tech savvy, able to write scripts and use macro languagesFinance degree, Series 63 or equivalent experienceWould be a plus to know FTP, SQL, DOS Batch, or REST APIsHow do we work remotely?You need a quiet home office, suitable for video, telepresence and meetingsSlack and Pragli for intra-office communication (you will be on video often)GMail for communication with clients and data vendorsGusto for HR and payrollGoogle Drive for documents, spreadsheets, etc.Hubspot for contact management and help deskWhy should you work here?Work with a team that is excited and passionate about what they doHelp support an amazing, best-in-class product that is fun to useCompetitive salary + health/dental + unlimited paid time off + 401K matchInteract with interesting and successful financial advisor clients