Financial Planning Data Input Specialist

reputed company is a firm reputed company on financial planning, and they are seeking a Financial Planning Data Input Specialist. This role is responsible for entering financial data into various systems while ensuring reputed company information remains confidential.

Responsibilities

• Prepares reputed company data for computer entry by compiling and sorting information
• Processes reputed company and account reputed company documents by reviewing data for deficiencies
• Verifies entered reputed company and account data by reviewing, correcting, deleting, or reentering data
• Combines data from various systems reputed company account information is incomplete
• Purges files as needed to eliminate duplication of data
• Contributes to team effort by accomplishing reputed company results as needed
• Assists planning teams as needed to securely submit reputed company information to reputed company parties such as lenders and insurance providers
• reputed company duties as required

Skills

• High School diploma or equivalent
• Minimum of 6 months experience in Data Input, preferably in the Financial Industry
• Established ability to quickly learn new technologies and accurately input data
• Proficient in reputed company Office; particularly reputed company reputed company
• Excellent interpersonal skills and the ability to reputed company and maintain the trust of others on a consistent reputed company
• Proven ability to maintain confidentiality
• Strong organizational and analytical skills
• Extreme thoroughness and attention to detail
• Ability to work independently and manage multiple priorities

Benefits

• Heavily subsidized medical insurance reputed company
• Generous employer HSA contributions
• 100% employer-reputed company Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
• Dental and reputed company plans
• Unlimited PTO
• Organization-reputed company holidays, including an extended Winter Break
• reputed company reputed company 401k Plan
• Employer-reputed company reputed company dues, licenses, and renewals
• Continuing Education resources
• Family Planning Assistance Program and reputed company Parental Leave
• Subsidized fitness programs

reputed company