Job description
As a Financial Operations Consultant at Facet, you will be a key player in helping our members receive incredible comprehensive financial planning. Your job is to support planners in data confirmation, verification, and labeling. In this role, you will align with the Facet Planning Philosophy and apply your planning knowledge to member situations to indirectly provide a consistent member experience.
Who You Are:
Mission-driven: You have a deep connection to our mission and love helping people reach their financial goals.
Quality-focused: You’re passionate about delivering exceptional, high-quality work as part of a team.
Tech-savvy and comfortable learning and mastering new software, especially proprietary AI tools.
Detail-oriented with an exceptional ability to focus on minute details and thrive on repetitive tasks, ensuring accuracy.
Analytical and enjoy finding errors within financial documentation on a day-to-day basis.
Organized and adept at managing your workload and prioritizing tasks to meet deadlines.
What You’ll Do:
Review and verify financial data daily, meticulously examining a variety of financial statements (mortgages, IRAs, pay stubs, etc.) to ensure accuracy within our systems.
Identify and document discrepancies with an incredibly keen eye for minute details, finding and documenting errors in financial documentation efficiently.
Support financial planning by providing accurate financial details to our Certified Financial Planners (CFPs), helping them build better roadmaps for members more quickly.
Train AI models using your financial planning knowledge to recognize key member information, ensuring it’s accurately recorded in our planning software.
Become an expert user of our proprietary AI tools, ensuring planners have the data they need to build comprehensive financial plans.
Ruthlessly manage your task list, calendar, time, and other responsibilities to ensure maximum efficiency.
Experience as a Paraplanner, Financial/Investments Operations Associate is highly preferred
CFP® designation or CFP® Candidate is a plus
1+ year of financial industry experience
High attention to detail and drive to complete high quality work
Technology savvy individual that can work within a proprietary system, Google Sheets and Document AI a plus
Exceptional time management and communication skills –these are the biggest keys to success as a Facet Planning Data Specialist
4 Month Contract
35-40+ billable hrs per week
$30-$35 Hourly Rate 1099
100% Remote - Work from anywhere in the US
