[Remote] Financial Planning Operations Analyst

Note: The job is a remote job and is open to candidates in USA. Cerity Partners is a financial services firm seeking a motivated Financial Planning Operations Analyst. This role supports financial planning personnel and wealth management client servicing teams by ensuring efficient use of financial planning tools and providing training and troubleshooting assistance.ResponsibilitiesBecome a super-user in the financial planning software, eMoneyProvide training to new users and users converting from different financial planning toolsSupport advisor/planning teams by answering questions and troubleshooting issuesStay up to date on the custom eMoney environment and new featuresWork with custodians and client performance reporting systems representatives to resolve tech issues for usersMaintain written procedures on all aspects of this position and work to continuously improve processes and increase efficiencyCreate training materials and Power Point presentations as neededHelp manage cost efficient list of eMoney users, and support with onboarding and offboardingProvide support to the internal financial planning resource in one or more areas of expertiseSkillsBachelor's degree5 or more years of experience in wealth management/financial planningMicrosoft Office: Outlook, Word, Excel, Power PointGeneral financial services industry knowledgeFocused on financial planning (FP) and working toward the CFP® designationAdvanced level of knowledge in eMoney FP softwareFamiliarity with MoneyGuide Pro FP softwareCan work effectively in a remote/virtual environment, with a distributed teamHigh attention to detailStrong organizational skillsClear communication abilitiesBenefitsHealth, 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 benefitsCompany OverviewCerity Partners is a financial services company specializes in banking,finance and personal loan. It was founded in 2009, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://ceritypartners.com/.