Technology Specialist

Firm Summary: Independent Broker-Dealer firm based in Buckhead, GA.  They offer Advisors Broker Dealer, services that includes providing a suite of Technology services and Support to over 200+ Financial Advisors.  Financial advisors use their broker-dealer platforms to manage their book of client assets, accounts.

Firm Accolades:  Financial Planning has ranks this firm among the nation’s top IBDs, and Investment News, named them as one of the fastest-growing IBD's in the country.  They are fast growing and have doubled in size over the past year. Great culture of people working and growing together to support their Financial Advisors. Opportunity to move up in the ranks quickly as firm expands in size and operations.  

Technology Specialist Summary:
The Client is an independent Broker-Dealer, seeking an experienced and driven individual for our
Technology Specialist position. This position is responsible for providing both advisor-facing and internal technology support in a clear and professional manner. They will play a key role in assisting with user setup, resets, help desk, training, initial and ongoing system configuration, and the creation and maintenance of reference guides. At least 2 years of industry experience is required.

Responsibilities:

1. Black Diamond
   ● Manual account initial review – move to compliance or reject to rep and repeat
   ● By all feeds established
   ● By all missing accounts research and resolution including linking accounts
   ● DST data mapping
   ● Alternative investments cost basis updates/changes
   ● Problem solve security classifications – updating unknowns, reactive and proactive work
   ● Duplicate account reconciliation
   ● Setup all data feeds post transitions
   ● Post-Albridge rollout data clean up.
2. Albridge
   ● Establish data feeds
   ● Data mapping to accounts

       3. Smarsh
           ● Account migration if applicable (or initial setup only)
           ● Sync with social media accounts
           ● Ongoing review of keywords, re-syncs
           ● Due diligence on texting
           ● Encryption

           4. Zendesk
           ● Ongoing monitoring, learning, and adapting to improve the system
           ● Monday.com integrations and updating as needed

           5. Docupace/Formslogic
           ● Troubleshoot system
           ● Monthly modifications
           ● For Docupace, there is a lot of repetitive training and/or help desk-related calls

Benefits: Year End Discretionary Bonus, 401(k), Health insurance, Paid time off