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Financial Planning Operations Analyst

External
ceritypartners logoCeritypartners · New York City, NY
Full-timeRemoteToday
Excel
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Benefits

$90,000Why Cerity Partners :Our people drive our success 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 vision insurance - day 1!401(k) savings and investment plan options with 4% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.Health insuranceDental insuranceVision insurance401(k)Paid time offRemote work optionsFlexible schedule

Additional Information

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 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 Required Qualifications: 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

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