Financial Operations & Planning Support Specialist
Job in
Carlsbad, San Diego County, California, 92002, USA
Listed on 2026-09-03
Listing for:
GHI Staffing Solutions
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
GHI Staffing Solutions is seeking a highly organized Planning Support Specialist to join our operations team in Carlsbad, CA. You will process new accounts, transfers, annuities, and servicing requests with accuracy and efficiency.
The role requires attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment. Collaboration with custodians, carriers, and advisors is essential to ensure compliant, timely processing.
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