Job Description
📋 Description Support day-to-day operations of our global financial planners Manage communication, audits, and recordkeeping for a seamless member experience Run onboarding and tool configuration to prepare planners to work with members Maintain disciplined data hygiene across our tools and systems Collaborate with planning leads to improve procedures and standards Foster effective remote collaboration in a distributed team 🎯 Requirements 2-4 years operations, coordination, or support experience Experience with Airtable or similar database tools Experience with mass-email or shared-inbox tools (Mailchimp, Front, Braze) Familiarity with Calendly or scheduling software Excellent written and verbal communication; cross-cultural skills Strong organization and ability to manage high-volume work 🎁 Benefits Remote-first company structure Medical, dental, and vision 401(k) Mental wellbeing (Talkspace) Financial wellbeing (LearnLux) Paid vacation and sick leave