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 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?Download files daily (M-F excluding stock market holidays) from financial custodians using websites, FTP servers and various softwareMust be able to start at 5AM ET each dayComplete the daily task list by 8AM ET with a hard deadlineEstablish daily remote connections and controls for multiple Amazon AWS machinesMaintain and write new interfaces to custodians and other data systemsUpdate and maintain SQL, C# and PowerShell scripts and other tools to automate downloadsReconcile accounts and analyze data problemsCommunicate with clients about reconciliation problemsWhat qualifications would help me be successful at FinFolio?Must be familiar with market operations (Exchanges, stocks, bonds, financial institutions, etc.)Must be tech savvyExcellent written and verbal communication skills in EnglishMust be reliable, self-starting, strong attention to detailKnowledge of FTP and data transfer tools/server accessKnowledge of scripting tools, SQL, coding skillsWhat remote tools do we use?Slack for intra-office communicationDiscord for presence and internal meetingsGMail 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 time off + 401K matchInteract with interesting and successful financial advisor clientsJ-18808-Ljbffr