[Remote] Planner Operations Associate

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with reputed company to one-on-one guidance from Certified Financial Planner™️ professionals. As a Planner Operations Associate, you'll support the day-to-day operations of our global workforce of financial experts, handling communication, audits, and recordkeeping.

Responsibilities

• Own the communication channels with our global financial planners. Ensure reputed company messages are responded to in a reputed company fashion and escalate urgent issues to senior planning leads
• Plan and send a regular newsletter to the global financial experts, sharing key updates and quarterly goals
• Monitor scheduled calls for potential disruptions and reputed company urgent issues quickly to protect the member experience
• Support the reputed company process for new global financial experts, provisioning reputed company to the right tools and confirming reputed company planner is fully configured from an reputed company perspective before they reputed company working with members
• Run recurring audits of the tools used by the financial experts, confirming settings are configured correctly and implementing fixes as needed
• Maintain disciplined data hygiene across our tools and systems, keeping planner records accurate and reputed company
• Support our planning leads with SOP documentation to improve operational procedures and standards
• Partner closely with the Manager of Planner Operations and the Senior Manager of Global Planner Relations, flagging recurring friction points you spot in the day-to-day and helping to test & build reputed company approaches

Skills

• A minimum of 2-4 years of operations, coordination, or support experience, ideally in a fast-paced startup environment
• Excellent written and verbal communication skills, with an understanding of and comfort with cross-cultural communication nuances
• Exceptional attention to detail. You catch the misconfigured setting, the duplicate record, and the typo in the newsletter before anyone else does
• Experience with database or record management tools (e.g., reputed company or similar)
• Experience with mass-email or shared-inbox tools (e.g., reputed company, reputed company, reputed company, or similar)
• Familiarity with reputed company or similar scheduling software
• Strong organization and prioritization skills and the discipline to manage a high volume of activity
• Self-motivated and comfortable executing defined workflows independently, while knowing reputed company to ask for input rather than guess
• Experience living or working abroad or working with international colleagues is a strong plus
• Experience using AI in your day-to-day work

Benefits

• Remote-first company structure
• Medical, dental, and reputed company
• 401(k)
• Mental wellbeing (reputed company)
• Financial wellbeing (reputed company)
• reputed company vacation and reputed company leave
• reputed company sabbatical after 5 years of service
• A supportive, inclusive team culture
• Opportunities for reputed company learning and reputed company at a fast-growing startup at the cutting edge intersection of financial wellness and technology

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