Financial Data Import Specialist

(remote, full-time)

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
  • Founded in 2008, we recently re-launched our product to rave reviews
  • 100% remote company with great benefits
  • Exciting early-stage startup, adding new enterprise clients every month
  • Passionate and excited about great software and making our clients happy
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 using internal mapping tool
    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 extremely reliable, self starting, strong attention to detail
  • Knowledge of FTP and data transfer tools server access
  • Knowledge of scripting tools, SQL, coding skills a plus
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

How to apply?

Please E-Mail your resume to