Planning Support Specialist
$41,600–$49,920 year
On-siteCarlsbad, California, United States
Job Summary
Process new account applications, transfers, and rollovers while reviewing paperwork for completeness and accuracy. Handle annuity applications, policy servicing requests, and account maintenance tasks including Required Minimum Distribution processing. Coordinate with custodians and vendors regarding setup requirements and service requests, then update client records and maintain organized, audit-ready digital documentation. Monitor pending business, track outstanding requirements, and communicate status updates proactively to advisors and internal teams. Ensure all transactions meet compliance standards and are completed within established timelines.
Required Qualifications
- 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
Desired Qualifications
- 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
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