What are the responsibilities and job description for the Financial Data Entry Specialist (Milwaukee, WI) position at The Mom Project?
Our Customer is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust and private client services, estate planning and business planning. Its products include life insurance, permanent life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services.
Our customer is looking for a Financial Data Entry Specialist on a contract basis to help support their ongoing business needs. This role is a perfect opportunity for those seeking financial services or industry experience in financial planning. This role is on-site in Milwaukee, WI.
Responsibilities
Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Our customer is looking for a Financial Data Entry Specialist on a contract basis to help support their ongoing business needs. This role is a perfect opportunity for those seeking financial services or industry experience in financial planning. This role is on-site in Milwaukee, WI.
Responsibilities
- Responsible for generating comprehensive financial plans, risk and investment proposals, and paperwork for financial representatives and advisors.
- May act as a technical lead or reporting SME.
- 4 plus years of experience and/or a combination of education and experience
- Ability to work with a team
- Attention to detail
- Ability to work under pressure at times
- Data Entry Analyst
- Financial plan development experience
- Advanced communication skills
- Ability to consistently follow through
- Motivated/self-starter
Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.