Remote position but MUST live in the United States, home office located in Salt Lake City, Utah ... document all prospect interactions, Strategic Partner information, client profiles, and deal ...
Remote position but MUST live in the United States, home office located in Salt Lake City, Utah ... document all prospect interactions, Strategic Partner information, client profiles, and deal ...
Remote Document Formatting information
See Tooele, UT salary details
$12.41 - $14.92
8% of jobs
$17.14 is the 25th percentile. Wages below this are outliers.
$14.92 - $17.42
19% of jobs
$17.42 - $19.92
22% of jobs
The median wage is $20.09 / hr.
$19.92 - $22.42
16% of jobs
$24.51 is the 75th percentile. Wages above this are outliers.
$22.42 - $24.93
13% of jobs
$24.93 - $27.43
8% of jobs
$27.43 - $29.93
6% of jobs
$29.93 - $32.44
4% of jobs
$32.44 - $34.94
2% of jobs
$34.94 - $37.44
1% of jobs
$37.44 - $39.95
1% of jobs
$12
$22
$39
How much do remote document formatting jobs pay per hour?
As of Aug 19, 2026, the average hourly pay for remote document formatting in Tooele, UT is $22.74, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $25.72 per hour, depending on experience, location, and employer.
What is remote document formatting?
Remote document formatting is the process of organizing and styling documents according to specific guidelines or standards while working from a remote location. This job typically involves editing text, adjusting layouts, applying consistent fonts and headings, and ensuring that documents are visually appealing and easy to read. Professionals in this field may work with reports, manuals, presentations, or other business documents, often using tools such as Microsoft Word, Google Docs, or Adobe PDF. The goal is to create polished, professional documents that meet the needs of clients or employers, all while collaborating and delivering work online.
What are the key skills and qualifications needed to thrive as a remote document formatting specialist?
To thrive as a Remote Document Formatting Specialist, you need excellent attention to detail, strong knowledge of document design principles, and proficiency in grammar and style, often supported by experience or coursework in document production. Mastery of software such as Microsoft Word, Adobe Acrobat, and Google Docs, as well as familiarity with templates and style guides, is typically required. Strong time management, communication skills, and the ability to work independently are essential soft skills in this remote role. These skills ensure accuracy, consistency, and timely delivery of professional documents that meet client or organizational standards.
What are some common challenges faced in a remote document formatting role, and how can they be addressed?
One common challenge in remote document formatting is ensuring consistency and accuracy when collaborating with team members who may use different software versions or templates. Clear communication and adherence to standardized formatting guidelines help mitigate these issues. Additionally, managing multiple deadlines and document revisions remotely requires strong organizational skills and attention to detail. Regular check-ins with the team and using collaborative tools like version control can help streamline the workflow and maintain quality.
What is the difference between Remote Document Formatting vs Remote Data Entry?
| Aspect | Remote Document Formatting | Remote Data Entry |
|---|---|---|
| Primary Focus | Formatting and organizing documents | Inputting data into systems |
| Skills Needed | Attention to detail, formatting tools | Typing speed, accuracy |
| Tools Used | Word processors, formatting software | Databases, spreadsheets |
| Work Environment | Home or office, freelance or full-time | Home or office, freelance or full-time |
Remote Document Formatting involves preparing and organizing documents for clarity and presentation, while Remote Data Entry focuses on accurately inputting data into digital systems. Both roles require attention to detail and can be performed remotely, but they differ in their core tasks and tools used.
What job categories do people searching Remote Document Formatting jobs in Tooele, UT look for?
The top searched job categories for Remote Document Formatting jobs in Tooele, UT are:
What cities near Tooele, UT are hiring for Remote Document Formatting jobs?
Cities near Tooele, UT with the most Remote Document Formatting job openings:
Relationship Manager - Private Wealth & Tax Solutions (US only)
Salt Lake City, UT • On-site, Remote
Contractor
Re-posted 14 days ago
Job description
Position Summary
The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand. This position requires an understanding of private wealth planning, tax-efficient strategies, and legal solutions tailored to affluent individuals and families. The RM represents the WH/Hancock Martin team and serves as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services. This is a commission only position only position with the potential to earn $1,000,000M annually. We also have an initial program designed to assist you in generating/earning a basic income within the first 90 days.
Relationship Managers leverage their expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base, to partner with WHHM. The RM takes a team approach, guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service expected in the private wealth industry.
Relationship Managers report directly to the Chief Operations Officer.
Remote position but MUST live in the United States, home office located in Salt Lake City, Utah.
** YOU WILL NOT BE CONSIDERED FOR THIS POSITION IF YOU LIVE OUTSIDE OF THE UNITED STATES**
Requirements
Required Background & Qualifications
Candidates must demonstrate professional expertise and credibility within the private wealth sector, including but not limited to:
Education & Credentials:
Professional Experience:
Benefits
Key Responsibilities
Client Development:
Client Success & Growth:
The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand. This position requires an understanding of private wealth planning, tax-efficient strategies, and legal solutions tailored to affluent individuals and families. The RM represents the WH/Hancock Martin team and serves as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services. This is a commission only position only position with the potential to earn $1,000,000M annually. We also have an initial program designed to assist you in generating/earning a basic income within the first 90 days.
Relationship Managers leverage their expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base, to partner with WHHM. The RM takes a team approach, guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service expected in the private wealth industry.
Relationship Managers report directly to the Chief Operations Officer.
Remote position but MUST live in the United States, home office located in Salt Lake City, Utah.
** YOU WILL NOT BE CONSIDERED FOR THIS POSITION IF YOU LIVE OUTSIDE OF THE UNITED STATES**
Requirements
Required Background & Qualifications
Candidates must demonstrate professional expertise and credibility within the private wealth sector, including but not limited to:
Education & Credentials:
- A demonstrated focus on private wealth, tax, or business law
- CPA credential or significant accounting/tax background strongly preferred
- Additional credentials such as CFP, enrolled agent status, or business valuation certifications are valued but not required.
Professional Experience:
- Minimum 7+ years in private wealth management, tax planning, financial planning, or related advisory disciplines
- Demonstrated success in business development and relationship management with high-net-worth individuals and families
- Background in tax strategy development, business succession planning, wealth preservation, or estate planning
- Experience with business brokers, M&A professionals, or transaction intermediaries
- Proven track record of managing complex client relationships and converting prospects into long-term partnerships
- Sales experience targeting or servicing HNWI clientele and strategic business partners
Benefits
Key Responsibilities
- Develop, Nurture & Manage Relationships - Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning Wilson Hand as a trusted advisor for sophisticated tax and wealth planning solutions.
- Strategic Partner Conversion - Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expertise.
- Client Portfolio Management - Maintain and grow assigned client and SP portfolios with a focus on retention, satisfaction, and expanding service utilization.
- Tailored Solution Development - Assess client circumstances and recommend customized private wealth solutions, including core tax strategies, capital gains mitigation, alternative risk planning, and business succession planning.
- Identify Upsell & Cross-Sell Opportunities - Actively identify additional opportunities to expand service offerings to existing clients and partners based on their evolving needs.
- Client Issue Resolution - Serve as the primary problem-solver and advocate for clients, ensuring all requests and concerns are addressed professionally and promptly.
- Strategic Partner Training & Support - Provide comprehensive training, marketing materials, and ongoing support to Strategic Partners regarding Wilson Hand's tax products and service offerings.
- Cross-Functional Collaboration - Work closely with support teams, the Regional Director, and technical specialists to ensure seamless execution of client engagements and deal progression.
- CRM Management & Reporting - Accurately document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities in Zoho to enable accurate forecasting, reporting, and relationship management.
- Focus on Wellness Pro product during first 90 days with the goal of signing up between 8 to 10 companies to generate greatets chance of earning basic income within 2-3 months which then allows transition to toerh long-term type products offer by the firm.
- Conduct 10-15 prospecting meetings per week with Strategic Partner leads via Teams or other scheduled formats, targeting a 50% conversion rate to active partnerships.
- Maintain professional relationships with all onboarded Strategic Partners and prospective leads, demonstrating Wilson Hand's commitment to partnership excellence.
- Enter and maintain comprehensive information on all Strategic Partners, clients, activities, and deal progression in Zoho on a timely basis.
- Provide Strategic Partners with training materials, ongoing education, and resources regarding Wilson Hand's private wealth tax products.
- Represent Wilson Hand professionally and authoritatively in all client and partner interactions, leveraging your expertise to establish credibility and trust.
- Maintain confidentiality and adhere to all applicable legal, regulatory, and ethical standards governing private wealth advisory services.
Client Development:
- Sign up 8-10 companies with Wellness Pro during first 90 days
- Meet with 100 Core Tax leads annually (8/month or 2/week)
- Convert 50 Core Tax clients annually (4/month or 1/week)
- Meet with 125 CGT leads annually (11/month or 3/week)
- Convert 12 CGT clients annually (1/month)
- Meet with 125 ARP leads annually
- Convert 25 ARP clients annually (2/month)
Client Success & Growth:
- Client retention and satisfaction scores
- Product penetration and expansion revenue per client
- Strategic Partner activation and ongoing engagement metrics
- Revenue growth trajectory across assigned client base