Planner Operations Associate

Position:
Planner Operations Associate

Company:
LearnLux

Compensation:
$75,000 - $95,000 USD

Location:
United States - Remote

Employment type:
Not specified

Work Arrangement:
Remote

Short Summary:
LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. The Planner Operations Associate will support the day-to-day operations of the global workforce of financial experts, ensuring seamless communication and recordkeeping.

Responsibilities:
- Own the communication channels with global financial planners.
- Ensure timely responses to messages and escalate urgent issues.
- Plan and send regular newsletters to financial experts.
- Monitor scheduled calls for disruptions and resolve urgent issues.
- Support onboarding for new financial experts.
- Run recurring audits of tools used by financial experts.
- Maintain data hygiene across tools and systems.
- Support planning leads with SOP documentation.
- Partner with management to identify and address recurring issues.

Requirement:
- 2-4 years of operations, coordination, or support experience, ideally in a fast-paced startup.
- Experience with international colleagues is a plus.
- Excellent written and verbal communication skills.
- Exceptional attention to detail.
- Experience with database or record management tools.
- Familiarity with mass-email or shared-inbox tools.
- Strong organization and prioritization skills.
- Self-motivated and comfortable executing workflows independently.
- Experience using AI in day-to-day work.

Benefits:
- Remote-first company structure.
- Medical, dental, and vision coverage.
- 401(k) plan.
- Mental wellbeing support (Talkspace).
- Financial wellbeing (LearnLux).
- Paid vacation and sick leave.
- Paid sabbatical after 5 years of service.
- Supportive, inclusive team culture.
- Opportunities for continuous learning and growth.