Financial Planning Data Input Specialist

Summary/Objective

Reporting to the Administrative Operations Manager, the Financial Planning Data Input Specialist is responsible for entering financial data into a variety of financial planning systems while maintaining confidentiality of client information.

Essential Functions

• Maintains various financial planning systems by entering new and updated client account information which may include financial statements, investment holdings, debt schedule, personal lifestyles, and insurance policies

• Maintains client confidence and protects the Firm by keeping information confidential

• Establishes data entry priorities based on assigned workload and deadlines

• Maintains data entry requirements by following Firm processes and procedures

• Communicates with Planning teams in a timely manner to ensure information is accurate and up to date

Responsibilities & Duties

• Prepares source data for computer entry by compiling and sorting information

• Processes client and account source documents by reviewing data for deficiencies

• Verifies entered client and account data by reviewing, correcting, deleting, or reentering data

• Combines data from various systems when account information is incomplete

• Purges files as needed to eliminate duplication of data

• Contributes to team effort by accomplishing related results as needed

• Assists planning teams as needed to securely submit client information to third parties such as lenders and insurance providers

• Ad hoc duties as required

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education & Experience

• High School diploma or equivalent
• Established ability to quickly learn new technologies and accurately input data
• Proficient in Microsoft Office; particularly Microsoft Excel
• Proven ability to maintain confidentiality
• Strong organizational and analytical skills
• Extreme thoroughness and attention to detail
• Ability to work independently and manage multiple priorities

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type & Expected Hours of Work

This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:30 am to 5 pm. Some flexibility in hours and ability to work remotely may be allowed based on management’s approval.

Job Compensation & Benefits

Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation

Minimum: $20/hr - Maximum: $23/hr

Benefits

• Competitive Salary

• Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance

• Dental & Vision Insurance

• Unlimited PTO

• Firm-Paid Holidays, Including an Extended Winter Break

• Safe Harbor 401k Plan

• Generous Employer HSA Contributions

• Employer Paid Professional Dues, Licenses/Renewals

• Continuing Education Resources

• Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as:

• INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

• Top Workplaces - Financial Services (2024)

• Top Workplaces - Culture Excellence (2024)

• Accounting Today - Top Firm by AUM (2024)

• USA Today - Top Workplaces (2024)

• Accounting Today - Top 100 Firms (2022, 2023)

• Forbes America's Best Tax & Accounting Firms (2022, 2023)

• INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

• Dallas Morning News - Top Workplace (2022, 2023)

• Accounting Today - Beyond Top 100: Firms to Watch (2020)

• Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

• INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

• INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

• Dallas Business Journal - Top Accounting Firms (2018)

• Dallas Business Journal - Largest North Texas Accounting Firms (2011, 2012, 2013, 2014, 2015)

• Dallas Business Journal - Top Ranked North Texas Wealth Management Firms (2011, 2012, 2013, 2014, 2015)