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 options 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 Safe reputed company 401k Plan Employer-reputed company professional dues, licenses, and renewals Continuing Education resources Family Planning Assistance Program and reputed company Parental Leave Subsidized fitness programs Company Overview reputed company is a financial planning service provider based in Texas. It was founded in 1984, and is headquartered in Plano, Texas, USA, with a workforce of 201-500 employees. Its website is https//www.cainwatters.com/. Apply To This Job