Planner Operations Associate

About the role

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention. We're building LearnLux with intention, moving quickly, operating with a high bar for quality, and valuing people who take ownership of their work and solve new problems. If you are energized by taking accountability and pushing yourself to do your best work every day while running processes consistently and catching the small discrepancies others miss, you will find this a rewarding environment. You will partner closely with a global team to ensure a large, international workforce is running smoothly because of your attention to detail and reliability.

Key facts

What you'll do

Own the communication channels with our global financial planners, ensuring all messages are responded to in a timely fashion and escalating urgent issues to senior planning leads as needed. Plan and send a regular newsletter to the global financial experts, sharing key updates, priorities, and quarterly goals to maintain alignment and awareness. Monitor scheduled calls for potential disruptions and resolve urgent issues quickly to protect the member experience and prevent service gaps. Support the onboarding process for new global financial experts, provisioning access to the right tools and confirming each planner is fully configured from an admin perspective before they begin working with members. Run recurring audits of the tools used by the financial experts, confirming settings are configured correctly and implementing fixes to maintain accuracy and compliance. Maintain disciplined data hygiene across our tools and systems, keeping planner records accurate, current, and consistent for reliable operations. Support our planning leads with SOP documentation to improve operational procedures, standards, and clarity for repeatable execution. Partner closely with the Manager of Planner Operations and the Senior Manager of Global Planner Relations, flagging recurring friction points you spot in the day-to-day and helping to test and build better approaches. Utilize experience with database or record management tools to organize and maintain planner information in systems like Airtable or similar platforms. Leverage mass-email or shared-inbox tools to communicate effectively with experts using platforms such as Mailchimp, Front, Braze, or similar systems.

Requirements

A minimum of 2-4 years of operations, coordination, or support experience, ideally in a fast-paced startup environment where adaptability matters. Experience living or working abroad or working with international colleagues is a strong plus for succeeding in this role. Excellent written and verbal communication skills, with an understanding of and comfort with cross-cultural communication nuances to engage experts worldwide. Exceptional attention to detail to catch the misconfigured setting, the duplicate record, and the typo in the newsletter before anyone else does. Experience with database or record management tools such as Airtable or similar systems for organizing complex information. Experience with mass-email or shared-inbox tools like Mailchimp, Front, Braze, or comparable platforms for managing communications. Familiarity with Calendly or similar scheduling software to coordinate appointments and streamline planner workflows. Strong organization and prioritization skills and the discipline to manage a high volume of activity without sacrificing accuracy. Self-motivated and comfortable executing defined workflows independently, while knowing when to ask for input rather than guess to maintain quality. Experience using AI in your day-to-day work to improve efficiency and support decision-making where appropriate.

Practical notes

LENGTH: 700-900 words. No HTML, no markdown, no em dashes. Output the page only.