Planning Support Specialist

• Medical, Dental, Vision
  
• 401(k)
  
• Paid Vacation, Sick Time, and Holidays
  
• Voluntary Life Insurance
  
• AD&D
  
• Short-Term & Long-Term Disability
  

• Process new account applications, transfers, and rollovers
  
• Review paperwork for completeness and accuracy prior to submission
  
• Assist with account funding requests and MoneyLinks
  
• Coordinate with custodians regarding account setup requirements
  
• Monitor pending business and outstanding requirements
  
• Support implementation of approved client recommendations
  

• Process annuity applications and related documentation
  
• Monitor pending applications and follow up with carriers
  
• Track outstanding requirements and status updates
  
• Assist with policy servicing requests
  
• Maintain accurate records and documentation
  

• Process account maintenance and servicing requests
  
• Assist with Required Minimum Distribution (RMD) processing
  
• Update account information and client records
  
• Support paper and paperless enrollment requests
  
• Coordinate with custodians and vendors regarding service requests
  

• Maintain accurate workflow trackers and operational systems
  
• Update client records and documentation in firm systems
  
• Monitor task deadlines and follow established procedures
  
• Assist with resolving outstanding requirements and corrections
  
• Maintain organized, audit-ready digital records
  

• Work closely with advisors, client service staff, and operations team members
  
• Communicate status updates and operational issues proactively
  
• Support department projects and process improvement initiatives
  
• Participate in ongoing training and professional development
  

• 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
  

• 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
  

• 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
  

Requirements

• 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
  

Benefits

• Medical, Dental, Vision
  
• 401(k)
  
• Paid Vacation, Sick Time, and Holidays
  
• Voluntary Life Insurance
  
• AD&D
  
• Short-Term & Long-Term Disability