Financial Planning
Software & Training
Careers
JOB TITLE: CLIENT SERVICES REPRESENTATIVE
Location: 55 Mary Street West, Lindsay, Ontario
Reporting to: Manager, Client Services
The Company
PlanPlus Inc. is a Canadian firm that provides wealth management and financial planning software solutions to financial services firms worldwide. PlanPlus has become a world-recognized firm with its groundbreaking software called "Web Advisor", and industry leading training and service offerings. Web Advisor is used for personal financial and investment planning. Web Advisor is multi-lingual, multi-currency and multi-jurisdictional. PlanPlus has users in North and South America, the Caribbean, Asia and Europe. Customers include major banks, stock brokers/investment firms, insurance, credit union, mutual fund and financial planning firms in 9 countries around the world. PlanPlus offers tremendous challenges and opportunities for personal and professional growth.
Position Summary
The Client Services representative is responsible for answering customer questions and helping to solve customer problems associated with PlanPlus' software. The successful candidate must be able to answer phones, respond to emails, and test PlanPlus' innovative software.
Key Responsibilities
- Create and update assigned tickets
- Complete work tasks within timeframe given
- Unit and system testing
- Perform customer deployments
- Complete special projects
- Follows escalation process, as required
- Self-starter
- Be a team player and performer
- Provide input into enhancements and customer change requests
- Assist with troubleshooting and problem resolution of issues
Knowledge and Skills
- Client-facing experience
- Understanding and knowledge of financial terms (2-3 years)
- Prior experience in a software development firm would be an asset
- Experience supporting a web-based application would be an asset
Education
- University degree in Computer Science or college diploma or equivalent
How to Apply
If you would like to apply to this position, please send your resume using the following options:
- Email: hr@planplus.com
- Fax: (705) 324-8002
- In Person/Mail: 55 Mary Street West, Suite 200, Lindsay, Ontario, K9V 5Z6
JOB TITLE: J2EE DEVELOPER / MID-LEVEL SOFTWARE DEVELOPER
Location: 55 Mary Street West, Lindsay, Ontario
Reporting to: Manager, Software Development
The Company
PlanPlus Inc. is a Canadian firm that provides wealth management and financial planning software solutions to financial services firms worldwide. PlanPlus has become a world-recognized firm with its groundbreaking software called "Web Advisor", and industry leading training and service offerings. Web Advisor is used for personal financial and investment planning. Web Advisor is multi-lingual, multi-currency and multi-jurisdictional. PlanPlus has users in North and South America, the Caribbean, Asia and Europe. Customers include major banks, stock brokers/investment firms, insurance, credit union, mutual fund and financial planning firms in 9 countries around the world. PlanPlus offers tremendous challenges and opportunities for personal and professional growth.
Position Summary
J2EE Developer / Mid-Level Software Developer responsible for the design, development, enhancement, customization and testing of PlanPlus' innovative software.
Key Responsibilities
- Build, unit test, system test, performance tuning for new applications
- Conduct maintenance coding and debugging
- Update assigned tickets
- Create technical designs and estimates from client requirements
- Complete work tasks within timeframe given
- Provide input into enhancements and customer change requests
- Perform customer upgrades and other special projects
- Assist with troubleshooting and problem resolution of issues from the Client Services Team
- Follows escalation process, as required
- After-hours support (on rotation)
- Self-starter
- Be a team player and performer
Knowledge and Skills
- Java/JSP Web Development (3-5 years)
- DB2 & SQL server databases (3-5 years)
- WebSphere (2-3 years)
- Prior experience in a software firm
- Good knowledge of JavaScript, HTML
- Client-facing experience
Assist in the creation, maintenance, delivery and documentation of several deliverables including:
- Update business process documentation
- Document the following:
- Interfaces between PlanPlus' software and Client system software Interface requirements gathering and design
- Interface code, test plans, error handling, performance, scalability/ robustness
- Development of test harnesses
- Interface set up and trouble-shooting documentation
Education
- University degree in Computer Science or college diploma or equivalent
How to Apply
If you would like to apply to this position, please send your resume using the following options:
- Email: hr@planplus.com
- Fax: (705) 324-8002
- In Person/Mail: 55 Mary Street West, Suite 200, Lindsay, Ontario, K9V 5Z6
We thank all applicants for their interest in this opportunity. However, only applicants who are selected for an interview will be contacted.
Copyright 2010. PlanPlus Incorporated. All rights reserved.