Location: Carlsbad, CA (On-site) Schedule: Full-Time Pay: $20$24/hour Benefits: Medical, Dental, Vision 401(k) Paid Vacation, Sick Time, and Holidays Voluntary Life Insurance AD&D Short-Term & Long-Term Disability
Position Summary: We are seeking a highly organized and detail-oriented Planning Support Specialist to join our operations team. This role is responsible for processing new accounts, transfers, annuities, and account servicing requests while ensuring accuracy, efficiency, and compliance throughout the implementation process. The ideal candidate thrives in a fast-paced environment, enjoys working with detailed processes, and can effectively manage multiple priorities while maintaining exceptional attention to detail.
Key Responsibilities:
Qualifications:
Preferred Experience: Previous experience in financial services, wealth management, insurance, banking, or operations support Experience processing account paperwork, transfers, annuities, or financial transactions Familiarity with CRM and document management systems
Skills & Competencies: Exceptional attention to detail Strong organizational and time-management skills Ability to manage multiple priorities simultaneously Strong written and verbal communication skills Problem-solving mindset with strong follow-through Ability to work independently and as part of a team Commitment to accuracy, quality, and confidentiality Proficiency with Microsoft Office and business software platforms
Success in This Role: Successful candidates will consistently: Maintain a high level of processing accuracy Complete tasks within established timelines Keep records organized and up to date Communicate effectively with internal teams and external partners Deliver reliable operational support that helps ensure a seamless client experience
Planning Support Specialist • Carlsbad, CA, United States
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