We are seeking an organized and client-focused Remote Planning Coordinator to guide clients through personalized planning experiences from concept to completion. In this fully remote role, youll research options, coordinate important details, and ensure every step of the process runs smoothly and professionally.

This position is ideal for someone who enjoys working behind the scenes, communicating clearly, and keeping multiple moving parts aligned while delivering a high-quality client experience.

What Youll Do:

Partner with clients to understand their goals, preferences, and timelines
Research options and present thoughtful recommendations
Coordinate scheduling, confirmations, and key planning details
Maintain organized records and consistent communication
Provide responsive, professional support throughout the entire process

What Were Looking For:

Strong written and verbal communication skills
Excellent organization and attention to detail
Comfortable working independently in a structured remote environment
Customer-service mindset (experience preferred, not required)
Tech-comfortable and adaptable to online systems
Must be a citizen of the US, UK, Mexico, Australia, or Spain

Why This Opportunity Stands Out:

100% remote flexibility
Structured training and ongoing mentorship
Clear systems and tools provided
Long-term growth potential within a supportive team