[Remote] Financial Planning Operations Analyst
Note: The job is a remote job and is open to candidates in USA. Cerity Partners is a financial services firm seeking a motivated Financial Planning Operations Analyst. This role supports financial planning personnel and wealth management client servicing teams by ensuring efficient use of financial planning tools and providing training and troubleshooting assistance.
Responsibilities
- Become a super-user in the financial planning software, eMoney
- Provide training to new users and users converting from different financial planning tools
- Support advisor/planning teams by answering questions and troubleshooting issues
- Stay up to date on the custom eMoney environment and new features
- Work with custodians and client performance reporting systems representatives to resolve tech issues for users
- Maintain written procedures on all aspects of this position and work to continuously improve processes and increase efficiency
- Create training materials and Power Point presentations as needed
- Help manage cost efficient list of eMoney users, and support with onboarding and offboarding
- Provide support to the internal financial planning resource in one or more areas of expertise
Skills
- Bachelor's degree
- 5 or more years of experience in wealth management/financial planning
- Microsoft Office: Outlook, Word, Excel, Power Point
- General financial services industry knowledge
- Focused on financial planning (FP) and working toward the CFP® designation
- Advanced level of knowledge in eMoney FP software
- Familiarity with MoneyGuide Pro FP software
- Can work effectively in a remote/virtual environment, with a distributed team
- High attention to detail
- Strong organizational skills
- Clear communication abilities
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Company Overview