We are seeking a dependable and highly organized Planning Coordination Associate to support clients with the coordination and management of personalized plans. This role is ideal for professionals in North Carolina who enjoy structured work, clear processes, and providing consistent client support.

In this position, you will communicate directly with clients to gather preferences, timelines, and required details. You will research appropriate options, assist with coordinating reservations, and ensure all planning elements are documented accurately. Attention to detail and follow-through are essential, as you will help confirm arrangements and assist with updates or changes when needed.

This role focuses on coordination and service support rather than sales. Training and tools are provided to ensure success, making this a strong opportunity for individuals with experience in administrative support, customer service, or coordination roles.

Key Responsibilities

• Communicate with clients to gather planning details

• Research and organize suitable options

• Assist with coordinating and confirming arrangements

• Prepare itineraries and planning documentation

• Maintain organized client records