The Company:
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
What You Will Be Doing:
Provide first level/Tier 1 support for the Agility Tools team. Knowledge of Planview E1/Portfolios with following tasks to be performed in Planview. Add / Remove / Modify Planview Users and Resources. User Role understanding. Primary / Alternate Structure Understanding and Impacts. Work / Resources and Financial Planning Management 101. Ticket Support and Handling (SLAs and Escalation). Basic knowledge as well as familiarity of JIRA.
Qualifications:
- 3-5 years of experience
- Jira Admin experience is a huge plus
- Someone who can leverage Jira and Planview experience
- Experience with enterprise level organizations, agile is a plus.
- Finance experience is not required
- They will be managing apps, working with Planview
- They will be helping with onboarding, making sure user accounts are set up correctly. It might seem basic but that’s the nature of the work.
- They are also looking to revamp documentation, so experience with technical writing / business requirements would good.
- Knowledge of advanced Microsoft Office Excel and PowerPoint in performing analysis and communicating results, including Excel Pivot tables, charts & graphs, dashboards, etc.
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.