Csenge Advisory Group Wealth Management Firm looking for Technology Support Specialist
About our firm: Csenge Advisory Group was founded in 1999 by a team of experienced advisors and Certified Financial Planner™ professionals with a unique vision in mind: to take financial planning and investment management to a higher standard of excellence. As an independent firm, we are dedicated to providing truly objective advice to our clients, and we pride ourselves on fostering relationships based on trust, unparalleled service, and integrity. Through our team’s commitment to upholding the highest ethical and professional standards, we can provide independent advice tailored to our clients’ needs. Based in Clearwater, Florida, we service clients and advisors across the country.
We are known for our commitment to helping our clients simplify the successful management of their wealth. Our reputation has been built on three core pillars: Client Understanding · Integrated Advice · Simplicity
Our location: 4755 East Bay Drive, Clearwater, FL 33764 Our website: www.csenge.com
Technology Support Specialist’s schedule and location: You will be located at our office in Clearwater, FL., and will have a schedule of Monday-Friday 8am to 5pm. This is not a remote position.
Your Mission as Technology Support Specialist: You will oversee and manage the big picture and details to running the office efficiently by streamlining and mastering all technology software and web-based systems the firm uses.
Your Duties & Responsibilities include: Working knowledge of these areas to help troubleshoot and deliver results to our most complex clients. • Analyze and explain portfolio performance results
• Conduct account level reconciliation, including research and resolution of all breaks/cancels/corrects
• Analysis of private equity & hedge fund statements for input into system
• Work with clients and partners to resolve data issue • Client on-boarding
• Client account setup & training
• Day-to-day support & issue management • System setup & configuration
• New client setup
• New financial account and asset set-up & classification
• Data feed management
• Create custom reports based on client-specific needs
• Liaise with the vendor partners for enhancements, and system & data issues • Prioritize work to ensure all projects are completed on time and to detailed specifications • Establish operational effectiveness through the development/adoption of policies, procedures, and controls.
Required experience and qualifications:
Minimum one (1) year of experience in similar role
Experience in the Financial Services Industry
Knowledge with portfolio accounting solutions for wealth managers
Ability to learn new software quickly
Strong MS Excel skills
Strong knowledge of database concepts
Experience with Orion Advisor, Black Diamond, or Tamarac preferred
Excellent written and verbal communication skills.
Required personality and behavioral characteristics:
Consistently demonstrates solid understanding of priorities; maintains focus and sense of urgency, while upholding respect for others.
Work independently with minimal guidance, as well as part of a collaborative team and assume additional responsibilities as required.
Demonstrate professionalism, maintains a polished demeanor, and positive attitude.
Adapts well to changing plans and priorities, comfortable dealing with ambiguity.
Maintains strict confidentiality standards, absolute discretion, and appropriate handling of highly sensitive information.
Proactive attitude with the ability to be adaptable in changing situations and willingness to help.
Superb organizational skills with an attention to detail.
Energetic attitude and willingness to go above and beyond to get things done.
Compensation & Benefits: Depending on your experience and performance record, base pay range: $60,000 - $65,000/year, along with potential for short- and long-term bonuses. Additionally, we offer a comprehensive benefits package:
Health Insurance (75% paid by firm)
Dental & Vision Insurance (100% paid by firm)
401K with matching
Long- and Short-term Disability (100% paid by firm)