Financial Planning Data Input Specialist

Friscohybridmid

Posted 1w ago · via Recruitee

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About this role

Summary/Objective 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. Essential Functions 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.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: monday, teams

Level fit

This role is mid-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Frisco. We weight your proximity and willingness to relocate.

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Skills in this role

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mondayteams

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