Remote Wealth Planning Data Specialist

Cloud Accountant Staffing LLC; United States; A distancia; USD 28.000 - 41.000; Jornada completa

Descripción de la vacante

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

Formación

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

Responsabilidades

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

Herramientas

eMoney

Descripción del empleo

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