Job description

Description:

The Financial Planning Services-Data Entry individual will be part of a team responsible for generating financial plans and paper work for financial representatives and advisors.

This associate will ensure all data accurately aligns within the multiple pieces of the plan/corresponding paperwork. Perfect entry-level opportunity for those seeking financial services or industry experience in financial planning.

They will be responsible for data entry, quality control and/training.
Proven ability to handle fast-paced, high volume work with a maximum degree of accuracy.
Keyboarding skills also required.
Proven ability to complete assignments with minimal direction and to handle details accurately.

If this role has a NMIS requirement, please select it here

NRF Only

Please provide a description of how this role fits into the organization and your team

This role will support the sunset of PPA (old planning software) for Northwestern Mutual's field force. This role will handle the conversion of the old data from PPA into NM's new proprietary planning software.

What are the must haves for this role?

attention to detail
comfortable with repetition
computer proficiency
independent ability to complete tasks
learning agility

*This role does require finger-printing*

Job Type: Contract

Pay: $9.00 - $16.00 per hour

Schedule:

• 8 hour shift

Experience:

• Microsoft Excel: 1 year (Preferred)

Work Location: Remote

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