Planning Data Specialist

About the Role:

• Support a U.S. wealth management firm that helps clients grow net worth.
• Move planning work onto eMoney and build accurate client plans.

What You'll Own:

• Enter client household data into eMoney: income, expenses, assets, liabilities, and more.
• Build initial plan scenarios for advisor review.
• Maintain consistency and confidentiality across all plans.

What You'll Bring:

• Strong attention to detail and accuracy with numbers.
• Working knowledge of retirement accounts, insurance, and basic tax treatment.
• Self-directed remote work habits and clear written English.

How We Work:

• Quality: consistent setup standards and review steps.
• Security: data privacy best practices, MFA, and least-privilege access.
• Collaboration: regular progress check-ins with the advisory team.