Planning Data Specialist

The role

You will translate client statements and files into eMoney plans. You will enter household data and build initial planning scenarios for advisors.

What you will do

• Enter client household data into eMoney including income, expenses, assets, liabilities, accounts, insurance, and estate details
• Translate existing client files and statements into the correct eMoney fields
• Build initial plan scenarios for advisor review
• Flag missing or outdated information for advisor follow-up
• Keep setup consistent across every plan
• Report progress regularly to the advisory team

Required qualifications

• Strong attention to detail and accuracy with numbers
• Working knowledge of retirement accounts, insurance, and basic tax treatment
• Comfort reading brokerage, retirement, and insurance statements
• Self-directed remote work habits
• Strict confidentiality with client data
• Strong written English for clear progress updates
• Comfortable working U.S. business hours, or overlap hours if required

Nice to have

• Hands-on experience with eMoney Advisor, RightCapital, or MoneyGuidePro
• Background in financial planning, wealth management, or accounting

Benefits

• Career-level USD compensation depending on experience and scope
• Permanent remote work
• Company-provided equipment, including a laptop, monitor, and accessories
• 15 days of annual PTO plus local holidays off
• Guaranteed annual increases
• Referral rewards of up to $1,000
• Monthly flexible stipend through CAS Flex Perks
• Structured onboarding and ongoing support

Before you apply

• Full-time exclusivity is required
• Candidates must not maintain other part-time, freelance, or conflicting professional engagements once hired
• Conflict-of-interest checks may apply

About the company

CAS partners offshore talent with high-performing U.S. firms. They are not a gig platform, freelance marketplace, or short-term staffing.