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

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