Finance Professional (Remote)
Posted Today by Keystone Recruitment
Negotiable
Undetermined
Remote
EMEA
Summary: One of our clients is seeking experienced special needs financial planning professionals for a remote dataset development project focused on disability-related financial planning and benefits coordination. The role involves creating and reviewing structured content on special needs trusts, ABLE accounts, and financial strategies to assist AI systems in understanding complex planning scenarios. Candidates should have extensive experience in special needs financial planning and be able to deliver high-quality work independently. The position is part-time and project-based, lasting 4-6 weeks with expected hours of 10-15 per week.
Key Responsibilities:
- Develop and organize expert-level financial planning content aligned with project guidelines and review standards.
- Review, interpret, and translate special needs financial plans into clear, structured documentation.
- Validate content related to special needs trusts (first-party and third-party) and ABLE accounts.
- Ensure legal and technical accuracy regarding SSI and Medicaid eligibility rules, including income and asset treatment.
- Apply expert judgment to common financial planning transitions, such as transition to adulthood and inheritance planning.
- Provide structured feedback to improve dataset accuracy, clarity, and consistency.
- Collaborate asynchronously with the project manager and meet all deadlines.
Key Skills:
- 8+ years of experience in special needs financial planning, elder law planning, or disability-focused financial services.
- Demonstrated expertise in special needs trusts, ABLE accounts, and benefits-preserving asset strategies.
- Advanced understanding of SSI and Medicaid financial eligibility standards.
- Experience working with families of individuals with disabilities on long-term planning and transitions.
- Strong analytical skills to translate complex financial and regulatory concepts into structured, plain-language documentation.
- Excellent attention to detail and comfort working within structured content frameworks.
- Ability to work independently and deliver high-quality work under tight timelines.
Salary (Rate): undetermined
City: undetermined
Country: undetermined
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Role: Finance Professional (Remote)
Location: 100% Remote (Global)
Compensation: USD 90-130 per hour
Role Overview
One of our clients is seeking experienced special needs financial planning professionals to support a dataset development project focused on disability-related financial planning and benefits coordination. You will create and review structured, high-quality content covering special needs trusts, ABLE accounts, and benefits-preserving financial strategies, helping advanced AI systems understand complex planning scenarios.
Key Responsibilities
- Develop and organize expert-level financial planning content aligned with project guidelines and review standards.
- Review, interpret, and translate special needs financial plans into clear, structured documentation.
- Validate content related to: Special needs trusts (first-party and third-party) ABLE accounts Guardianship-adjacent financial planning considerations
- Ensure legal and technical accuracy regarding SSI and Medicaid eligibility rules, including income and asset treatment.
- Apply expert judgment to common financial planning transitions, such as: Transition to adulthood Inheritance planning Lifetime care and benefits preservation
- Provide structured feedback to improve dataset accuracy, clarity, and consistency.
- Collaborate asynchronously with the project manager and meet all deadlines.
Required Qualifications
- 8+ years of experience in special needs financial planning, elder law planning, or disability-focused financial services.
- Demonstrated expertise in special needs trusts, ABLE accounts, and benefits-preserving asset strategies.
- Advanced understanding of SSI and Medicaid financial eligibility standards.
- Experience working with families of individuals with disabilities on long-term planning and transitions.
- Strong analytical skills to translate complex financial and regulatory concepts into structured, plain-language documentation.
- Excellent attention to detail and comfort working within structured content frameworks.
- Ability to work independently and deliver high-quality work under tight timelines.
Engagement Details
- Type: Part-time, project-based
- Duration: 4–6 weeks
- Expected Hours: 10–15 hours per week
- Fully remote, asynchronous work
- Contract & Payment Terms
- Independent contractor role
- Weekly payments via Stripe or Wise
- Projects may be extended, shortened, or concluded early depending on needs and performance
- Work does not involve access to confidential or proprietary information from any employer, client, or institution
- H1-B or STEM OPT candidates are not supported at this time
- All qualified applicants will be considered without regard to legally protected characteristics.
- Reasonable accommodations are available upon request.
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