Who We Are
Docupace Technologies is a technology company built for the financial services and wealth management industry. For over 20 years, we have dedicated our resources to solving some of the most frustrating and time consuming problems faced daily by advisors, broker-dealers and RIAs.
Our team is built from a diverse set of talents: software developers, technology leaders, professional services delivery, client services geniuses that all come together to make us the leader in digitizing and automating document management, transactions, workflow integrations and API's. This role can be a remote based role and may require travel to our offices or client sites.
Docupace offers competitive benefits to our full-time employees including Medical, Dental and Vision Insurance, FSA/HSA, Life Insurance, AD&D, STD, LTD, Flexible Paid Time Off and 401k plan.
Position Summary
We are looking for a Financial Advisor Transition Specialist in our West Des Moines office who will be central to our successful implementation of the Docupace Transition Assistant for financial advisors transferring between Broker Dealer firms / agencies. You will apply professional knowledge, skills and training needed to contribute to business and technical definition, configuration, testing, enhancements, production support, table updates and implementing IT business solutions. Strong proficiency using Microsoft Excel Vlookup and Pivot Tables.
Responsibilities
§ Explain to financial advisors (our clients) how the Docupace transition process works with clear and frequent communication around the steps of process, the objectives and timeline, the required deliverables, training and troubleshooting and resolving any issues.
§ Lead multiple client projects concurrently through their transitions. Daily tasks include data analysis using Microsoft Excel, user training on the Docupace system, customer service and support.
§ Responsible for planning, estimating, and managing multiple projects concurrently.
§ Analyze data points across multiple sources and consolidate into a single system
§ Works with others to develop and/or modify processes to resolve simple business problems by using IT solutions, includes analysis of business and user needs, documenting business requirements and translating business requirements into functional requirements.
§ With direction from Leadership, provide input and assistance in evaluating technology alternatives by performing data collection and/or analysis as requested
§ Support external users in the training and education of the Docupace system
§ Perform regular system maintenance including site updates, forms updates, forms data mapping, domain and configuration updates to meet client business requirements and specifications
§ Document supporting systems with accurate and timely information
Education, Skills and Experience
- Bachelor’s Degree or equivalent experience in IT or business related field
- 1-3 years of work experience
- Proven client facing communication with strong interpersonal and consulting skills, including the ability to build trust and confidence with all levels of employees, including senior executives.
- Proven experience demonstrating strong problem-solving skills, with a high degree of attention to detail.
- Proven skills and competency using Microsoft Excel including advance functions like Vlookup.
- Strong organizational skills with the ability to work independently and prioritize multiple tasks and priorities while meeting deadlines in a fast-paced environment.
- Financial services and/or broker-dealer industry knowledge and experience helpful.