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Job in Orlando, Orange County, Florida, 32801, USA
Listing for: Wealthbox
Full Time position
Listed on 2026-07-19
Job specializations:
  • IT/Tech
    Data Engineering, Data Analyst, Data Entry, Database Administrator
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below

Remote Data Migration Specialist

Remote Data Migration Specialist - $60-$75k (SQL, Excel, Access)

$60-$75k + Benefits, 401k

Data analysis and migration with Excel, MS Access, SQL We offer an intuitive web-based CRM for financial advisors.

Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales. Our software integrates with leading Fin Tech brands. It enables them to manage their book of business, streamline their workflow, and grow their practice. We been in business since 2012 and have around 120 employees.

We are REMOTE first and our team is distributed throughout the country.

Due to growth, we are actively hiring a Remote Data Migration Analyst with the following experience:

  • Data migration and working with data
  • Microsoft Suite, MS Access, and/or SQL
  • Using Excel for data analysis/cleansing (V look up, macros)

You will support the data migration team by collecting, organizing, and cleaning data prior to migration, assisting with internal data admin, and ensuring the data migration process is smooth and seamless. We have in house, custom software to help perform these operations, and you'll also use Excel and the Microsoft Suite.

Top Reasons to Work with Us
  • Remote:
    Permanently 100% Remote
  • Compensation: $60-$75k Base + Benefits, 401k
  • Ownership:
    Take ownership of our Dev Ops lifecycle
  • Culture:
    Modern, supportive start-up culture
What You Will Be Doing
  • Support the data migration team by collecting, organizing, and cleaning data prior to migration
  • Assist with internal data admin
  • Ensure the data migration process is smooth and seamless
  • Track the status of imported data, flag, and resolve an issues
  • Maintain records of all data sets, processes, and the status of migrations
What You Need for this Position
  • Business or Data Analyst Experience
  • Excel Skills
  • Experience with the Microsoft Suite
What's In It for You
  • $60-$75k+ Benefits, 401k
  • Permanently remote
  • Vacation/PTO
  • Medical
  • Dental
  • Vision
  • Bonus
  • 401k

Benefits
- Vacation/PTO
- Medical
- Dental
- Vision - 401k
- Bonus So, if you're interested, please apply today! Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard

Preferred

Skills:

Excel MS Office Data Migration SQL MS Access

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