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Job Category: Database Administration

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

SQL Server Database Administrator

Job LocationWashington, District of Columbia, United StatesPosition TypeFull-Time/Regular

SQL Server Database AdministratorJob Description:The Database Administrator will be responsible for designing, implementing and maintaining production databases, SQL queries, procedures, scripts and objects, including tables, primary and foreign key relationships, triggers, constraints, etc. In this role, you will perform advanced performance analysis and tuning within SQL Server 2005 as well as the other tiers of the infrastructure to identify and resolve bottlenecks and problems, and you’ll ensure that databases are working properly in conjunction with applications. You must have the ability to complete data mining efforts and ad hoc analysis to ensure a firm understanding of source system data and how it relates to business requirements. And you will work closely with the development team to optimize SQL queries, support coding best practices and implement optimal coding techniques.Smartbrief has several mission-critical database servers. Our primary databases are MS SQL Server 2005 (to be upgraded), but we also have production MySQL and PostgreSQL databases. The MySQL databases range from a Drupal backend to a complex data warehouse. You must be an expert with SQL Server and have a willingness to become one with MySQL and Postgres.Responsibilities:* Maintain uptime of all database applications from a database perspective* Develop, test and deploy SQL changes* Manage the day-to-day operations of database systems and ensure that the systems and applications function effectively* Make sure that the database systems provide sufficient computing power to deliver the desired level of business performance* Test new software or software versions such as database server upgrades* Initiate and complete recovery action after system failures when required* Provide advice to developers and users on database standards, data structures and terminology* Prepare technical reports on the operation of systems* Perform scheduled maintenance and support release deployment activities after hours* Create adhoc reports Required Qualifications:* 5+ years MSSQL experience* Exceptionally skilled in troubleshooting query performance* Self-motivated individual* Ability to analyze data to find inconsistencies Desired Qualifications:* 3-5 years MySQL experience* 1-3 years PostgreSQL experience* Data warehouse experience

 

 

Developer (Junior)

7/24/2015:  C, C++, PHP, SQL, mySQL

 

New update:


 

Microsoft Cloud VB or C# with SQL

 

Legacy System experience is a big plus.  Especially if they integrated old systems to new technology.

Knowledge of REST JSON C++

Experience with API’s

Web Services NODE.JS

Powershell would be nice

Search Fort Lauderdale Area for our local office, zipcode 33060

 

 

Job Title

       Developer and Junior Database Admin

 

Job Description

        In this position, you will be responsible for maintaining and growing a customer based ad hoc reporting system.  Responsibilities include:

         Designing and maintaining customer reports

         Training and supporting customers

         Updating and maintaining the LogiXML Ad Hoc web based reporting system

         Monitoring and tuning database tables, views, and queries

 

Desired Skills

         Proficiency with SQL and relational database concepts, including primary keys, foreign keys, and joins.

         Experience designing, creating, and testing reports using enterprise report writing tools

         Strong communication and follow-up skills

         Excellent analytical/problem solving skills

         Knowledge of C++ or .net programming language

.                 Knowledge of PowerShell is a plus.

Database Programmer

DO NOT POST- NEEDS EDITING

Position Title: Database Programmer
Reports To: Manager Integration and Deployment
Department: Integration and Deployment


POSITION SUMMARY
The Database Programmer is a technical individual with programming, software, and SQL Server database skills. The Database Programmer is responsible for writing scripts and applications used for updating databases, transforming data, running reports, importing and exporting data, repairing data anomalies, automating tasks, and assisting with change requests and deployments as necessary. 


RESPONSIBILITIES
• The Database Programmer develops SQL scripts used to update customers clinical study data and migrate data across platforms or environments.
• The Database Programmer develops SQL scripts to customize data imports or exports, and to help troubleshoot and/or repair data issues or problems
• The Database Programmer provides custom reports or data outputs to customers using SSRS, Logi Analytics, XML output, and other reporting tools.
• The Database Programmer performs data transformations using SQL Server Integration Services (SSIS) or other applications.
• The Database Programmer will learn the OmniConnect™ Web Service API interface, and will help support technical customers in the use of this tool
• The Database Programmer will efficiently assess the potential root causes of technical problems, and implement preventative measures through applications, scripts, or jobs.
• Performs unit testing and system testing on all scripts to be used in production.
• Maintains proper documentation to ensure compliance standards are met according to company SOPs.
• The Database Programmer assists in the deployment of clinical software upgrades and mid-study changes in the development, test, training, and production environments.

QUALIFICATIONS NEEDED
• BS in Computer Science/Information Technology or equivalent required.
• Minimum of 2-4 years of experience working with Microsoft Operating Systems and SQL Server database.
• An understanding of Microsoft SQL Server, as well as other database and web technologies.
• Background or interest in clinical or health-related information technologies.

SKILLS NEEDED
• Strong troubleshooting skills with the ability to organize and prioritize multiple simultaneous requests.   Strong attention to detail.
• Working knowledge of SQL Server 2005 or higher – knowledge of SQL Replication, SSIS, and SSRS is desirable
• Ability to work independently in a very fast-paced environment.
• Familiarity with the software development life cycle and the ability to document result of software deployments and implementations.

PERSONAL QUALITIES
The ideal candidate for the Database Programmer role is a quick study, and has an excellent work ethic, commitment to high quality standards, and is capable of managing many competing priorities at once..