Operations Associate

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🔥 16 hours ago

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LearnLux Financial Wellbeing

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

👥 HR Tech

📚 Education

Finance • HR Tech • Education

LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.

📋 Description

• Own the communication channels with our global financial planners. Ensure all messages are responded to in a timely fashion and escalate urgent issues to senior planning leads. • Plan and send a regular newsletter to the global financial experts, sharing key updates and quarterly goals. • Monitor scheduled calls for potential disruptions and resolve urgent issues quickly to protect the member experience. • 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 as needed. • Maintain disciplined data hygiene across our tools and systems, keeping planner records accurate and current. • Support our planning leads with SOP documentation to improve operational procedures and standards. • 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 & build better approaches.

🎯 Requirements

• A minimum of 2-4 years of operations, coordination, or support experience, ideally in a fast-paced startup environment. Experience living or working abroad or working with international colleagues is a strong plus. • Excellent written and verbal communication skills, with an understanding of and comfort with cross-cultural communication nuances. • Exceptional attention to detail. You catch the misconfigured setting, the duplicate record, and the typo in the newsletter before anyone else does. • Experience with database or record management tools (e.g., Airtable or similar). • Experience with mass-email or shared-inbox tools (e.g., Mailchimp, Front, Braze, or similar). • Familiarity with Calendly or similar scheduling software. • Strong organization and prioritization skills and the discipline to manage a high volume of activity. • Self-motivated and comfortable executing defined workflows independently, while knowing when to ask for input rather than guess. • Experience using AI in your day-to-day work.

🏖️ Benefits

• Remote-first company structure • Medical, dental, and vision • 401(k) • Mental wellbeing (Talkspace) • Financial wellbeing (LearnLux) • Paid vacation and sick leave • Paid sabbatical after 5 years of service • A supportive, inclusive team culture • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology