Planning Data Specialist

This is a fully remote position, open to applicants in Philippines, +5 more countries.

📋 Description

• Assist a U.S. wealth management firm in facilitating clients' growth of net worth towards a work-optional retirement.

• Convert current client data, documents, and statements into eMoney plans.

• Input details regarding household income, expenses, assets, liabilities, accounts, insurance, and estate information into eMoney.

• Create preliminary planning scenarios, such as retiring at ages 60 versus 65, for advisor assessment.

• Identify and flag any missing or outdated information for advisor follow-up.

• Ensure a consistent and complete setup across all plans.

• Regularly report progress to the advisory team.

• Collaborate through routine check-ins, Slack, and Zoom.

• Adhere to review, privacy, multi-factor authentication, and least-privilege access standards.

⛳️ Requirements

• Exceptional attention to detail and precision with numerical data.

• Familiarity with retirement accounts, insurance, and basic tax implications.

• Comfortable interpreting brokerage, retirement, and insurance statements.

• Ability to work independently in a remote setting.

• Commitment to maintaining strict confidentiality regarding client information.

• Proficient in written English to provide clear progress updates.

• Willingness to work during U.S. business hours or overlapping hours when necessary.

• Full-time commitment; no other part-time, freelance, or conflicting professional engagements permitted once hired.

• Required to submit a Certificate of Employment from the most recent employer.

• Required to present a valid NBI Clearance for candidates from the Philippines, a Certified Background Check for Latin American candidates, or a Certificate of Clearance for candidates from South Africa.

• Preferred: practical experience with eMoney Advisor, RightCapital, or MoneyGuidePro.

• Preferred: background in financial planning, wealth management, or accounting.

• Willingness to accommodate U.S. time zone shifts.

• Character and professional reference checks are mandatory.

• LinkedIn profile must be updated to reflect CAS as the new employer.

• Compliance with company monitoring practices on devices provided by the company.

🏝️ Benefits

• Competitive career-level USD compensation based on experience and scope.

• Permanent remote work opportunity.

• Company-supplied equipment, including a laptop, monitor, and accessories.

• 15 days of annual paid time off in addition to local holidays.

• Guaranteed annual salary increases.

• Referral bonuses of up to $1,000.

• Monthly flexible stipend via CAS Flex Perks.

• Structured onboarding process and ongoing support.

• Collaborative culture that promotes professional development.

• Quality review step before plans are presented to advisors.

• Commitment to data privacy best practices, multi-factor authentication, and least-privilege access.

• Use Slack or Zoom for quick inquiries.