Planning Support Specialist

Planning Support Specialist Location: Carlsbad, CA (On-site) Schedule: Full-Time, Hourly 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 New Business Processing Process new account applications, transfers, and rollovers Review paperwork for completeness and accuracy prior to submission Assist with account funding requests and MoneyLinks Coordin...