Oas Technology Support Specialist

Osaic

Scottsdale, AZ, United States
Base: $50,000 - $57,000; bonus/equity: annual perf...
On-site (minimum of 4 days weekly in the office)
Black diamond platform experience
Salesforce proficiency
Data management and reporting
Osaic is seeking a Technology Support Specialist to provide support for financial advisors using the Black Diamond and Salesforce platforms. The role includes account management, troubleshooting, and data reporting, with a focus on ensuring smooth operational processes

Job Summary

  • Manage and service financial advisors through personal interaction, handling account setups, user credentialing, and portfolio management within the Black Diamond and Orion platforms.
  • Provide troubleshooting support for various issues including data feeds, performance discrepancies, and account aggregation errors, while also managing Salesforce-related configurations and integrations.
  • The role offers a competitive compensation package including a base salary, annual performance bonus, health, vision, dental insurance, 401k, and paid time away.

Matching Summary

Match Score: 85

Osaic is seeking a Technology Support Specialist to provide support for financial advisors using the Black Diamond and Salesforce platforms. The role includes account management, troubleshooting, and data reporting, with a focus on ensuring smooth operational processes.

Salary

Base: $50,000 - $57,000; Bonus/Equity: annual performance bonus; Benefits: health, vision, dental insurance, 401k, paid time away

Skills & Requirements

Must-have

  • Black Diamond platform experience
  • Salesforce proficiency
  • Data management and reporting
  • Troubleshooting technical issues
  • Financial account types knowledge

Nice-to-have

  • Orion platform experience
  • DocuSign setup knowledge
  • Compliance reporting familiarity

Key Requirements

  • High school diploma or equivalent
  • Experience with Black Diamond platform
  • Proficiency in Salesforce
  • Strong data management skills
  • Excellent troubleshooting abilities

Work Rights

Not specified

Tailored Resume

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