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Our People are Smart, Balanced, Dedicated to Our Clients and
Each Other
You can work for a bigger company, or
one better known, but none that better serves high-net-worth clients
with mission-critical software that meets their investment challenges.
Come join us!
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At Financial Navigator, Inc., we are always on the lookout
for good people to join the Financial Navigator team. We welcome
inquiries from qualified candidates.
To respond to any of the opportunities on this page, please
fax your resume to 1-650-962-0730, or e-mail it as a text, Word,
or PDF attachment to the contact listed with the job description.
No phone calls and no placement firms, please.
Thank you,
Financial Navigator, Inc.
Software Support Associate
Description:
Financial Navigator, Inc. is seeking a talented and motivated individual to fill
our Software Support Associate position. We develop and support financial
software solutions for managing accounting and investment asset information for
our clients. You will work with the Software Support Team and customers to
investigate, troubleshoot, and resolve client issues regarding FNI software
products. You will also assist the Development Team with testing new versions of
the software to validate bug fixes and evaluate functionality, as well as
coordinating with clients to deploy new versions of the software.
More Details Here
Contact: Human
Resources
Senior Financial Consultant
Description:
Financial Navigator Inc. is seeking a talented and motivated individual
to fill our Senior Financial Consultant position. We develop and support
financial software solutions for managing accounting and investment
asset information for our clients. You will be nurturing
business relationships and communicating with CPAs, Investment Managers,
CFOs, financial advisors and others from the financial services arena.
You will have extensive experience in tax accounting, as well as
familiarity with portfolio, partnership, fiduciary, and foundation
accounting. You will have a great understanding of legal
entities such as S-Corp, C-Corp, LLC, FLP. LLP, Foundations, individuals,
and other entities created as investment vehicles.
You will have passed the Uniform Certified Public Accountant Examination,
and kept current with your CPE credits each year. You
are active in the AICPA and attend training classes, and online
presentations to stay abreast of your industry.
More Details Here
Contact: Human
Resources
Customer Service/Order Processing Representative
Description: Full-time,
entry-level position for an individual with the ability to handle
general telephone duties, inbound sales, order entry and shipping.
The right person must be detail-oriented, have the ability to
multi-task, communicate professionally and effectively on the
telephone, as well as have the aptitude to learn accounting and
contact databases. This is an ideal position for a university
or junior college graduate looking to prove themselves in a dynamic
hi-tech environment.
Requirements: Min 2-4 years
of college. Successful work experience in a professional environment.
Experience with Word and Excel.
More Details Here
Contact: Human
Resources
Senior Sales Professional
Description: For professionals
with proven sales experience looking to move up to the next step
in your career, we offer an opportunity to make great money by
delivering a high value solution to a customer who has the capacity
to pay and realize measurable benefits in the short term.
As a sales professional you will interact and communicate with Family
Office Managers, their CPAs, CFOs, Financial Advisors, Bankers and
others from the financial services arena, in presenting an integrated
solution to financial and wealth managers.
More Details Here
Contact: Human
Resources
Staff Accountant
Description:
Financial Navigator Inc. is seeking talented and motivated individuals
to fill multiple Staff Accountant positions.
As a member of the OneViewTM Accounting team, you will be responsible for:
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Corporate Accounting:
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Processing invoices, entering data, cutting checks,
reconciling bank accounts, preparing bank deposits and
generating financial statements.
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Learning to work with CRM, AR/AP, MS Office, and
financial software.
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Portfolio Accounting:
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Inputting transactional data on an on-going timely
basis using Navigator software.
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Reconciling statements within a given portfolio
period.
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Communicating with a myriad of financial professionals:
CPAs, Investment Managers, CFOs, Financial Advisors, and
others from the financial services sector.
More Details Here
Contact: Human
Resources
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