Note: The job is a remote job and is open to candidates in USA. FinFolio is a SaaS solution that simplifies wealth management for professional wealth managers. The Data Import Specialist will automate and improve processes by managing data imports and ensuring accurate reconciliation of accounts.
Responsibilities
- 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
Skills
- 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
Benefits
- Health/dental
- Unlimited time off
- 401K match
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