Planning Data Specialist

Cloud Accountant Staffing; United States; Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

Remote work

Laptop provided

Annual PTO

Annual raises

Referral rewards up to $1,000

CAS Flex Perks

Job summary

CAS is seeking a Planning Data Specialist to translate client data into eMoney plans, build planning scenarios, and ensure consistency across all plans. You will support a U.S.

wealth management firm, working remotely with offshore talent and collaborating with the advisory team to maintain data integrity and readiness for review. The role emphasizes attention to detail, knowledge of retirement accounts, and written English for progress updates.

Qualifications

• Detail-obsessed with numbers and accuracy.
• Able to read brokerage, retirement, or insurance statements and map figures.
• Understand retirement accounts, insurance, and basic tax in a financial plan.
• Work independently with self-direction and confidentiality.

Responsibilities

• Enter client household data into eMoney (income, expenses, assets, liabilities, accounts, insurance, estate).
• Translate client files and statements into correct eMoney fields.
• Build initial plan scenarios for advisor review (e.g., retire at 60 vs 65).
• Flag missing or outdated information and report progress to advisory team.

Skills

Data entry

Scenario building

Quality control

Attention to detail

Written English

Tools

eMoney Advisor

RightCapital

MoneyGuidePro

Job description

Planning Data Specialist

Locations: Philippines, Latin America and South Africa (100% Remote)

Employment Type: Full-time Independent Contractor (exclusive commitment)

Compensation: Competitive and commensurate with the candidate's market rate, experience, skills, and overall qualifications

Imagine taking a stack of statements, spreadsheets, and client files and turning them into clean, accurate plans advisors can open in a client review and trust right away. That's this role.

01 ABOUT THE ROLE

You'll support a U.S. wealth management firm that helps clients grow their net worth toward a work-optional retirement. The firm plans tax and wealth together, so investment, tax, and retirement decisions are made side by side instead of separately.

The firm is moving its planning work onto eMoney, and you'll be the detail-minded specialist who makes that move work. You'll translate existing client information into eMoney plans, build the first planning scenarios, and keep every household consistent, complete, and ready for review.

If you like turning messy data into something precise and usable, welcome.

THE IDEAL CANDIDATE

• You're detail-obsessed with numbers. A misplaced digit bothers you, and you catch it.
• You can read a brokerage, retirement, or insurance statement and know exactly where each figure belongs
• You understand how retirement accounts, insurance, and basic tax treatment fit into a financial plan
• You work independently, manage your own pace, and report progress without being chased
• You treat client data with strict confidentiality, every time

02 WHAT YOU'LL OWN

Data Entry & Plan Setup

Accuracy is your baseline, not your ceiling.

• Enter client household data into eMoney: income, expenses, assets, liabilities, accounts, insurance, and estate details
• Translate existing client files and statements into the correct eMoney fields

Scenario Building

Give advisors a head start on every conversation.

• Build initial plan scenarios (for example, retiring at 60 vs. 65) for advisor review

Quality & Communication

Leave a trail anyone can follow.

• Flag missing or outdated information for advisor follow-up
• Keep setup consistent across every plan, and report progress regularly to the advisory team

03 WHAT YOU'LL BRING

• Strong attention to detail and accuracy with numbers
• Working knowledge of retirement accounts, insurance, and basic tax treatment
• Comfort reading brokerage, retirement, and insurance statements
• Self-directed remote work habits and strict confidentiality with client data
• Strong written English for clear progress updates
• Comfortable working U.S. business hours, or overlap hours if required

Preferred (nice to have):

• Hands-on experience with eMoney Advisor, RightCapital, or MoneyGuidePro
• Background in financial planning, wealth management, or accounting

04 HOW WE WORK

Quality: Consistent setup standards and a review step before plans go to advisors

Security: Data privacy best practices, MFA, and least-privilege access, always

Collaboration: Regular progress check-ins with the advisory team, plus Slack or Zoom for quick questions

05 WHY CAS IS DIFFERENT

We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing.

Even on project-based work, we partner you with high-performing U.S. firms that treat offshore talent as a core part of their team. At CAS, you get:

• Career-level USD compensation depending on experience and scope.
• Permanent remote work.
• Company-provided equipment, including a laptop, monitor, and accessories.
• 15 days of annual PTO plus local holidays off.
• Guaranteed annual increases.
• Referral rewards of up to $1,000.
• Monthly flexible stipend through CAS Flex Perks.
• Structured onboarding and ongoing support.
• A collaborative culture that supports your professional growth.

06 CONTRACT & ENGAGEMENT

This is a full-time independent contractor engagement.

Full-time exclusivity is required. Candidates must not maintain other part-time, freelance, or conflicting professional engagements once hired. Conflict-of-interest checks may apply.

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