Planning Data Specialist
Posted 2 days ago
You'll complete your application on Cloud Accountant Staffing's career site.
About the Role
This position supports a U.S. wealth management organization focused on assisting clients with retirement planning and wealth accumulation. As a Planning Data Specialist, you are vital to the financial planning lifecycle, as you organize and input core client data to facilitate the creation of effective wealth strategies. You will partner with advisory staff to verify that household details, debts, and assets are correctly inputted into digital planning software, allowing for high-quality advisor recommendations. The role is entirely remote, emphasizing constant communication, precision, and data confidentiality within a structured team environment that ensures every plan is thoroughly prepared.
Requirements
- Demonstrate exceptional precision and accuracy when managing numerical figures.
- Possess functional knowledge of insurance products, tax treatments, and retirement accounts.
- Ability to analyze and interpret various brokerage and retirement account statements.
- Maintain high levels of professional confidentiality and work with autonomy.
- Communicate effectively in written English.
- Commit to full-time, exclusive employment during U.S. business hours or required overlapping time blocks.
- Experience using financial planning platforms like MoneyGuidePro, RightCapital, or eMoney Advisor is highly desirable.
- Professional background in accounting or wealth management.
- Capacity to provide employment certifications and successfully complete professional background and reference screenings.
Responsibilities
- Input client documentation, financial statements, and personal records into eMoney plans.
- Log comprehensive household information including liabilities, insurance coverage, income, expenses, and estate details.
- Develop preliminary planning models for advisor evaluation, such as retirement date comparisons, and identify gaps or obsolete data for resolution.
- Ensure consistent, high-quality data entry and provide frequent progress updates to the advisory staff.
- Participate in regular team check-ins using Zoom and Slack.
- Follow established review procedures, data security standards, multi-factor authentication, and least-privilege access rules to protect client information.
Benefits & Perks
- Competitive, career-level salary paid in USD, adjusted for experience, with guaranteed yearly raises.
- Permanent remote work status with all required equipment supplied, such as a monitor and laptop.
- 15 days of paid time off per year plus local holidays.
- Monthly flexible allowance through CAS Flex Perks.
- Incentive rewards for referrals reaching up to $1,000.
- Formal onboarding process, consistent professional mentorship, and a team-oriented environment that fosters career development.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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