Remote Platform Consultant / Work From Home

Professional At Home Jobs (https://professionalathomejobs.com) is now in search for a Remote Platform Consultant to work in the U.S. only.

JOB TYPE: Flexible; MUST be a U.S. citizen.

THE MISSION:

• Work with data management across multiple systems including Orion, Albridge and DocuPace, with responsibility for establishing, maintaining, mapping, and reconciling product data feeds across systems.
• Work on a broad array of platforms and offer an opportunity to see the industry from a wide perspective. Build deep relationships with the field partners and offer them support that is tailored to the needs of their particular business model.
• Provide user management services to field financial professionals, clients, and back-office users to firm technology platforms. Those services include adding new users, removing terminated users, and editing access for existing users.
• Perform data access management functions in which account level data feeds are established and maintained along with applicable mapping from the data source to the viewing and reporting platforms.
• Provide support, consultation, and training of the various firm technology platforms that include the clearing and custodial platforms, and multiple third-party platforms that provide functionality including Portfolio Management, Reporting, and a Client Portal.
• Provide partners (both field producers and internal) with a consultative approach to the wealth management technology ecosystem, allowing them to bring a superior level of support to investors.

THE IDEAL CANDIDATE:

• Bachelor’s degree or equivalent combination of education and experience is required.
• 2-4 years of overall experience with wealth management platforms, data integrations, and complex FinTech platform ecosystem combinations is required.
• Previous experience with Orion is required.

JOB REQUIREMENTS: Computer, Internet, and a home office set-up.

PAY: $15.00 - $25.00 per hour

TO BECOME AN AGENT:

Apply at https://professionalathomejobs.com and click on Join Now and select the Professional Remote Job Bank Registry to get connected to our remote professional job positions. Please reference agent ID code PAHJCarolH when you register online.

If you have any further questions, please contact us at (405) 633-0449.

THE MISSION:

Work with data management across multiple systems including Orion, Albridge and DocuPace, with responsibility for establishing, maintaining, mapping, and reconciling product data feeds across systems.
Work on a broad array of platforms and offer an opportunity to see the industry from a wide perspective. Build deep relationships with the field partners and offer them support that is tailored to the needs of their particular business model.
Provide user management services to field financial professionals, clients, and back-office users to firm technology platforms. Those services include adding new users, removing terminated users, and editing access for existing users.
Perform data access management functions in which account level data feeds are established and maintained along with applicable mapping from the data source to the viewing and reporting platforms.
Provide support, consultation, and training of the various firm technology platforms that include the clearing and custodial platforms, and multiple third-party platforms that provide functionality including Portfolio Management, Reporting, and a Client Portal.
Provide partners (both field producers and internal) with a consultative approach to the wealth management technology ecosystem, allowing them to bring a superior level of support to investors.

Bachelor’s degree or equivalent combination of education and experience is required.
2-4 years of overall experience with wealth management platforms, data integrations, and complex FinTech platform ecosystem combinations is required.
Previous experience with Orion is required.

JOB REQUIREMENTS: Computer, Internet, and a home office set-up.