Planning Support Specialist

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

• Process new account applications, transfers, and rollovers
• Review paperwork for completeness and accuracy prior to submission
• Aid with account funding requests and MoneyLinks
• Coordinate with custodians regarding account setup requirements
• Maintain accurate workflow trackers and operational systems
• 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
• Support account maintenance and servicing requests
• Update account information and client records
• Aid with Required Minimum Distribution (RMD) processing
• Cover paper and paperless enrollment requests
• Coordinate with custodians and vendors regarding service requests
• 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

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

Requirements

• 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