Planning Data Specialist (Fully Remote)

Cloud Accountant Staffing; United States; Remote; USD 28,000 - 41,000; Full time

Job summary

Cloud Accountant Staffing LLC seeks a detail-oriented professional to support a U.S. wealth management firm by entering client household data into eMoney and building accurate client plans.

You will maintain confidentiality and ensure consistency across all plans, contributing to high-quality advisory output. Ideal candidates work remotely with strong written English, a good grasp of retirement accounts, insurance, and basic tax treatment, and demonstrate self-direction in a collaborative

Qualifications

• Attention to detail and numerical accuracy.
• Knowledge of retirement accounts, insurance, and basic tax treatment.
• Self-directed remote worker with clear written English.

Responsibilities

• Enter client household data into eMoney: income, expenses, assets, and liabilities.
• Maintain consistency and confidentiality across all plans.

Tools

eMoney

Job description

• 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.
• 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.

Cloud Accountant Staffing partners high-performing U.S. firms with offshore talent for career-level opportunities. It offers a collaborative culture that supports professional growth.