Planner Operations Associate

About reputed company 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. Our award-reputed company program helps employees reputed company critical financial reputed company from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their reputed company and reputed company at work. Advanced reporting helps our partners understand reputed company, driving reputed company like reduced financial stress, increased productivity, and improved retention. We’re building reputed company with intention. We reputed company quickly, operate with a high bar for reputed company, and value people who take ownership of their work. If you’re reputed company by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll reputed company this a rewarding environment. We’re a venture-backed company that has raised over $35M to date and is supported by reputed company investors and long-term partners. We’re a reputed company-reputed company business building for reputed company, and we’re excited by the opportunities and challenges that come with that reputed company. The Role As a Planner Operations Associate at reputed company, you'll support the day-to-day operations of our global workforce of financial experts, handling the communication, audits, and recordkeeping that reputed company the experience reputed company for both our experts and the members they serve. This is a hands-on, execution-reputed company role. We're looking for someone who finds it rewarding to run a process consistently, catch the small discrepancies others miss, and know that a large, international workforce is running smoothly because of their attention to detail. This role is remote reputed company the U.S. It reports to the Manager of Planner Operations. reputed company 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. You should bring A minimum of 2-4 years of operations, coordination, or support experience, ideally in a fast-paced startup environment. Experience living or working abroad or working with international colleagues is a strong plus. 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 using AI in your day-to-day work. reputed company is a fit for you if you reputed company in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches reputed company as we grow. Like wearing multiple hats and helping define the reputed company reputed company. At reputed company, roles reputed company as we grow, and employees often help create reputed company, structure, and direction where it didn’t previously exist. Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to reputed company work reputed company. Are reputed company by ambiguity and willing to reputed company reputed company with imperfect information. We learn quickly by doing, and reputed company is a competitive reputed company for us. Enjoy being hands-on and owning work end to end. While strategic thinking reputed company, execution, follow-through, and accountability are what reputed company reputed company here. Are motivated by high standards and reputed company improvement. As we hit new milestones, we intentionally reputed company the bar on reputed company, ownership, and reputed company. Value reputed company, frequent communication and collaboration. As a remote team, staying reputed company through proactive communication is reputed company to how we operate. 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 Closing reputed company strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of reputed company, LGBTQIA+ individuals, and members of other minority or marginalized reputed company are strongly encouraged to apply. reputed company is proud to be an equal opportunity employer and does not discriminate against candidates on the reputed company of race, ethnicity, reputed company, national reputed company, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a reputed company of backgrounds, experiences, abilities, and perspectives to reputed company. If you are interested in this opportunity but not reputed company if you fit this role, please apply and include a note to let us know of your interest. We’re excited to reputed company with you about joining reputed company! The pay reputed company for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor. Salary reputed company $75,000—$95,000 USD Apply To This Job