Position: Financial Data Support Specialist
Location: Canada (Remote)
Salary: $23-$26/hr
Job Type: 1-month contract
Posting Type: Open vacancy
Our client, a leading wealth management firm, is hiring a Financial Data Support Specialist to support its Financial Planning team. This role is responsible for preparing client-ready financial planning documentation, maintaining accurate client data, and organizing files across financial planning systems.
Key Responsibilities:
- Review financial plans and generate client-ready PDF reports.
- Organize and upload finalized documents using standardized naming conventions.
- Validate and update client data across Voyant and Planworth.
- Maintain accurate, organized client files for advisor access.
- Identify and escalate documentation or data discrepancies.
Qualifications:
- Experience in financial services, wealth management, or financial planning support preferred.
- Familiarity with Voyant, Planworth, Microsoft Office, and OneDrive is an asset.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities and work independently.
Please send your resume in Word version to angela.quinlan@quantum.ca.
All applications are reviewed by our recruitment team, and hiring decisions are made by people. We may also use AI-enabled tools to support parts of the application review process.
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