Job Details
Administrative Assistant - myPlanMember
2026-07-07 Planmember Financial Carpinteria,CAAdministrative Assistant myPlanMember - Temporary F/T
Job CodeAdmin Asst. myPlanMember
FLSA StatusNon Exempt Temporary
DeptMarketing
Reports toSVP Strategic Dev & Assoc Member
Company Profile
Headquartered in beautiful Carpinteria, California, PlanMember is a growing financial services firm serving hundreds of thousands of clients nationwide. For more than three decades, PlanMember has provided premiere retirement and investment services to individual investors as well as employees of education, nonprofits, governmental and private sector organizations. PlanMember has been a top-ranked fee-based broker dealer since 2004 and top-ten ranked for new retirement plans added and K-12 retirement plans.
With a mission of making a positive difference for our Partners, Members and Employees, PlanMember provides generous benefits and a personalized company culture that champions career growth and is looking for highly motivated individuals to join its growing team.
Location
Location Information: On-Site at our Carpinteria, CA Headquarters
Wage Band
Salary Range:
Hourly wage is between $20 and $22, however, it is ultimately determined by the scope of the position the candidate's relevant experience, credentials/certifications and internal equity.
Job Summary
The myPlanMember Administrative Assistant is a temporary position supporting the PlanMember Sales and Marketing teams and their work on the myPlanMember® enterprise web and app platform. The ideal candidate thrives in tasks requiring attention to detail and use of a variety of digital and web-based tools including web search, AI, Excel and more. The focus of this role is twofold: updating contact information on the PlanMember Employer database and working with the video production team to review and select video segments for short-form content.
Major Duties and Responsibilities
Employer data updates
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- PlanMember maintains a database of thousands of Employer customers. The contact information for each employer must be reviewed, validated, and if needed, updated.
- Search for and validate contact information for Employer customers using a variety of methods, including web search, AI search, and other resources
- Organize contact information and update contacts in PlanMember's Employer database
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- myPlanMember has a growing library of videos, each is 10 min - 30 min length. The Administrative Assistant will review all video content and make selections that video editors will utilize to create multiple 20 sec to 40 sec video segments from each video
- Utilize web-based tools to review videos and make short-form segment selections
- Work with video editor to ensure segments are created per selections
Essential Job Function: This is NOT an Essential Job Function "Essential Staff" position.
Competencies Required
- Attention to detail
- Highly organized
- Ability to work quickly and consistently with detailed data and information
- College graduate (or active student)
- Experience using web-based search tools (i.e. Google)
- Experience using AI tools in the search and organization of data
- Experience using spreadsheets (Excel, Google Sheets)
Licenses and/or Certifications Required
Not Applicable
Position Information: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. PlanMember reserves the right to modify duties or job descriptions at any time.
EEOC
PlanMember Financial Corporation is an Equal Opportunity Employer. PlanMember does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.