Operations Coordinator
LearnLux Financial Wellbeing
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $90,000 per year
Job Level
Junior
About the role
- Support vetting, hiring, and onboarding activities for new financial experts, ensuring documentation, setup, and system access are complete and accurate.
- Maintain planner records, contract details, and compliance documentation across relevant systems.
- Coordinate with internal teams to schedule onboarding sessions and track progress through the training lifecycle.
- Update and maintain operational tools and trackers to ensure planner information, availability, and scheduling data are accurate and current.
- Partner with the Manager, Planning Operations to identify and resolve workflow gaps or process inefficiencies.
- Help manage day-to-day operations within systems such as Coda, Hubspot and other internal platforms.
- Support the coordination and execution of training activities to ensure a smooth experience for planners and internal partners.
- Maintain up-to-date documentation for onboarding and ongoing education resources.
- Support the QA process by organizing planner performance data, tracking reviews, and assisting in follow-up actions identified by the Planning Operations Manager.
- Support invoicing, payments, and contract administration, ensuring planner compensation and renewals are processed accurately and on schedule.
- Communicate with Finance and Legal to resolve discrepancies or questions related to payments or contracts.
- Help document and refine operational procedures to promote consistency and scalability.
- Support change management initiatives, ensuring planners receive timely communication about updates to policies, tools, or processes.
- Jump in on urgent or time-sensitive operational priorities to help meet external or partner commitments.
Requirements
- 1–3 years of experience in operations, coordination, or administrative support, ideally in a service-based, financial, or tech environment.
- Exceptionally organized and detail-oriented; able to manage multiple priorities and deadlines.
- Strong communication skills and comfort collaborating across teams and cultures.
- Tech-savvy and confident navigating systems, spreadsheets, and project management tools.
- Eager to learn, adaptable to change, and motivated by supporting others’ success.
- Excited to grow within a mission-driven company that’s expanding access to trusted financial guidance.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
operationscoordinationadministrative supportonboardingcompliance documentationcontract administrationinvoicingperformance data trackingchange managementprocess improvement
Soft skills
organizeddetail-orientedcommunicationcollaborationadaptabilitymotivationtime managementproblem-solvingteamworkcustomer service