Financial Planning Data Input Specialist

Cain Watters & Associates, LLC•Frisco, TX

2d•$21 - $22

About The Position

Reporting to the Financial Planning Data Input Supervisor, the Financial Planning Data Input Specialist 1 is responsible for entering financial data into a variety of financial planning systems while maintaining confidentiality of client information.

Requirements

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

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.
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

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