Financial Planning Software Support Analyst

Position: Financial Planning Software Support Analyst I
## Financial Planning Software Support Analyst IApply:
Saint Petersburg, Florida - United States:
Full time:
Posted Today:
R-0013525
** Job Description Summary
**** Job Description
** Under limited supervision uses knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and branch professionals regarding overall financial planning strategies. Some of the strategies may include but not limited to tax planning, social security, long term-care, life insurance, etc. Resolves or recommends solutions to complex problems. Deliver superior client service through accuracy, timeliness and consistency.
** Essential Duties and Responsibilities
*** Serves as a resource for FAs in designing a retirement plan analysis for clients and prospects that meets their overall retirement needs and goals.
* Analyzes certain aspects and/or the retirement plan circumstances of a client/prospect in conjunction with the FA and recommendations.
* Evaluates overall individual and employer-based retirement needs, research various options, and provides retirement planning alternatives utilizing third party software tools.
* Respond to inquiries by telephone, email, and occasional in-person meetings.
* May create presentations and instruct in various training programs.
* Provides training around key Goal Planning & Monitoring functionality.
* Takes ownership of and independently handles the resolution of escalated issues and complex problems; performs analysis on escalated issues.
* Troubleshoot and resolve problems on a wide variety of commercial and proprietary software.
* Understand and demonstrate a basic knowledge of other RJ systems as well as other third party Vendor applications.
* Contributes feedback to overall improvement of Goal Planning & Monitoring.
* Clearly and professionally communicate technical information to others.
* Document product problems and their resolutions in a solutions database for future analyst reference.
* Test new product releases in conjunction with software development.
* Represent department and supported products at company meetings, events, and conferences, when needed.
* Perform other duties and responsibilities as assigned.
** Knowledge, Skills, and Abilities
**** Knowledge of
*** Financial industry concepts including security reorganizations, compliance requirements, alternate security valuations, cost basis, and gain/loss.
* Securities products including equities, fixed income, annuities, and options.
* Various investment and retirement accounts.
* External Accounts and Data Aggregation system.
* Portfolio Management applications.
* Contact Management applications.
* Proprietary broker and financial planning applications.
* Concepts, practices and procedures in supporting computer hardware and software.
* Software installation and removal.
* Computer maintenance, backup and restoration procedures.
* Data networks and protocols.
** Skill in
*** Operating personal computers, peripheral equipment, and telecommunication devices.
* Using operating system administration and diagnostic tools to troubleshoot and resolve technical problems.
* Using software to remote control end user computers.
* Learning and applying new information skills and processes quickly and providing comprehensive and objective analysis.
* Organization and attention to detail
* Microsoft Office applications
* Diagnosing and solving computer hardware, software, peripheral equipment, data communications and network problems.
* Operating standard office equipment and using required software applications, sufficient to provide basic troubleshooting.
** Ability to
*** Provide a high level of customer service at all times.
* Handle stressful situations and provide a high level of customer service in a calm, courteous and professional manner.
* Apply critical thinking to quickly ascertain true nature of problems and clearly communicate resolutions.
* Work well and support others in a team approach to problem solving as well as work independently when required.
* Communicate effectively, both orally and in writing.
* Manage multiple tasks with changing priorities to meet deadlines in a fast paced environment.
* Read, interpret and apply information from technical manuals and other materials.
* Exhibit initiative and self-direction when performing tasks.
** Educational/Previous Experience Requirements
*** Any equivalent combination of experience, education, and/or training.
** Licenses/Certifications
*** Obtain the Wealth…