Role: Office Manager (Remote)
Company Overview
Planswell has quite the history. From 2016 to 2019, we spent $14 million building the world’s most actionable financial planning solution, delivering over 200,000 free financial plans and training dozens of sales rookies to be top performers through science-based testing and iteration. In April 2020, we made all of this intellectual property available to financial advisors via a new B2B offering—which sharply exceeded expectations and prompted Planswell’s expansion into the US. We now have our sights set on additional international markets where our product has been rigorously tested and validated. It’s an exciting time at Planswell!
We also happen to be building the world’s safest and most inclusive place to work. Our goal is to achieve a culture that positively impacts our clients, partners, team members, the financial planning profession, and the whole wide world.
About the Position:
We are looking for an Office Manager to assist our remote team. You’ll screen a ton of resumes, schedule interviews and work closely with our department heads in an administrative capacity to ensure everything is moving along efficiently. You’ll champion birthdays and anniversaries ensuring orders are placed in a timely manner. In addition, you’ll champion our onboarding processes with great attention to detail and enthusiasm!
Nuts & Bolts:
Other Responsibilities:
Qualifications:
Nice-to-Haves:
Compensation & Benefits:
Additional benefits include, but are not limited to:
How to Apply
Please address your letter of application to Javairia Asif, People Operations Manager, and share a 150 word response or less about a time where you convinced someone to do something…and a time where you worked the hardest! We like to know if you’ve read the job description;)
To learn more about life at Planswell, visit our career page: https://partners.planswell.com/careers
Job Types: Full-time, Permanent
Salary: $50,000.00-$60,000.00 per year
Benefits:
Schedule:
Expected start date: 2022-02-28
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