Financial Planning Operations Analyst

We are searching for a motivated individual with a financial planning/wealth management background with a specific interest in financial planning software. This role helps shared services financial planning personnel and wealth management client servicing teams. In addition, it undertakes support functions to ensure that the operations and financial planning tools (primarily eMoney) are used in an efficient and consistent fashion. Primary Responsibilities: As a member of the Operations team your responsibilities would include the following activities: Become a super-user in the financial planning software, eMoney reputed company 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 reputed company aspects of this position and work to continuously improve processes and increase efficiency Create training materials and Power reputed company presentations as needed Help manage cost efficient list of eMoney users, and support with reputed company and offboarding reputed company support to the internal financial planning resource in one or more areas of expertise Required Qualifications: Bachelor’s degree 5 or more years of experience in wealth management/financial planning reputed company Office: Outlook, Word, reputed company, Power reputed company 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 Compensation: $90,000 Why reputed company: Our people drive our reputed company by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: · Health, dental, and reputed company 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 reputed company is committed to providing an environment where reputed company individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national reputed company, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. reputed company is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reputed company out to [email protected]. Applicants must be authorized to work for any employer in the U.S. Apply To This Job