Financial Planning Data Input Specialist
Cain Watters & Associates is a recognized firm in the financial services industry, seeking a Financial Planning Data Input Specialist. This role involves entering and maintaining financial data in various planning systems while ensuring client confidentiality and accuracy in information management.
Responsibilities
- Maintains various financial planning systems by entering new and updated client account information which may include financial statements, investment holdings, debt schedule, personal lifestyles, and insurance policies
- Maintains client confidence and protects the Firm by keeping information confidential
- Establishes data entry priorities based on assigned workload and deadlines
- Maintains data entry requirements by following Firm processes and procedures
- Communicates with Planning teams in a timely manner to ensure information is accurate and up to date
- Prepares source data for computer entry by compiling and sorting information
- Processes client and account source documents by reviewing data for deficiencies
- Verifies entered client and account data by reviewing, correcting, deleting, or reentering data
- Combines data from various systems when account information is incomplete
- Purges files as needed to eliminate duplication of data
- Contributes to team effort by accomplishing related results as needed
- Assists planning teams as needed to securely submit client information to third parties such as lenders and insurance providers
- Ad hoc duties as required
Skills
- High School diploma or equivalent
- Minimum of 6 months experience in Data Input, preferably in the Financial Industry
- Established ability to quickly learn new technologies and accurately input data
- Proficient in Microsoft Office; particularly Microsoft Excel
- Excellent interpersonal skills and the ability to gain and maintain the trust of others on a consistent basis
- Proven ability to maintain confidentiality
- Strong organizational and analytical skills
- Extreme thoroughness and attention to detail
- Ability to work independently and manage multiple priorities
Benefits
- Heavily subsidized medical insurance options
- Generous employer HSA contributions
- 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
- Dental and Vision plans
- Unlimited PTO
- Organization-paid holidays, including an extended Winter Break
- Safe Harbor 401k Plan
- Employer-paid professional dues, licenses, and renewals
- Continuing Education resources
- Family Planning Assistance Program and Paid Parental Leave
- Subsidized fitness programs
Company Overview