Data Entry Specialist

January 4, 2022
Atlanta, GA
Job Type


We’re looking for someone who is insanely self-motivated & driven when it comes to achieving their goals. Our team is made up of creative, entrepreneurial, bright minds. We’re not only driven and intelligent, but we’re insanely passionate about helping others, motivated to be better each day, and always willing to go above and beyond the call of duty. The primary responsibility of the Senior Data Entry Specialist is to enter financial planning cases within the eMoney Financial Planning application. This includes entering all demographic information plus financial data relating to all aspects of an individual's financial life that covers simple to complex financial scenarios. The Senior Data Entry Specialist is also responsible for data input into Excel and other accounting software and working with clients to review data entry output. Job Responsibilities • Interpret and input all relevant profile and financial information, taken from various documents and sources, into the eMoney Financial Planning Platform. • Independently prioritize major project work for data migration conversions and day-to-day new data entry requests. • Assist the Financial Analysts in communicating and managing deadlines. • Conducts quality assurance reviews to ensure accuracy and thoroughness of cases entered. • Remain current on all financial planning terms and concepts to accurately and thoroughly interpret client data. • Act as the primary resource for Brokers regarding all data entry processes and procedures and financial planning questions. • Upload clients' financial documents into the Financial Planning Platforms document repository.

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