Technology Specialist | Atlanta, GA

Detailed Information

  • Location: Atlanta, GA

  • Company: Rennickbarrett Recruiting

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: 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 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

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