Remote Planning Specialist

Job Summary

Organized and dependable individuals will find a flexible remote opportunity as a Remote Planning Specialist, responsible for researching options, coordinating details, and communicating with clients to create well-organized experiences.

Key responsibilities

• Research and compare available options to provide personalized recommendations to clients
• Assist clients with arrangements, manage inquiries, and maintain organized client records
• Communicate important updates and follow up with clients regarding their planning needs

Required qualifications

• Strong written and verbal communication skills
• Basic computer and internet skills with reliable internet access
• Ability to manage time effectively and work independently
• Strong organizational skills and commitment to client service
• Willingness to learn and develop skills with provided training and support