Planning Assistant

We are looking for a detail-oriented Planning Assistant to join a financial services organization in Westlake Village, California. This contract opportunity with permanent potential is ideal for someone who is highly organized, comfortable working with documentation, and able to manage multiple priorities in a deadline-driven environment. The person in this role will help maintain accurate plan records, support ongoing documentation projects, and contribute to the smooth administration of plan-related materials.

Responsibilities:
• Create, examine, and finalize plan amendment packages to ensure documents are accurate, complete, and aligned with established formatting and compliance expectations.
• Incorporate signed approval pages into adoption agreements, amendments, and resolutions while preserving document accuracy and maintaining proper version history.
• Assemble and organize Plan Document Manuals for newly established plans and restated plans, confirming that all required materials are included and properly prepared.
• Provide support for annual notice activities by coordinating required documents, monitoring key due dates, and helping ensure timely delivery of communications.
• Assist with document control efforts and project-based assignments aimed at improving consistency, efficiency, and overall quality.
• Review plan-related files for completeness and identify missing or inconsistent information before final distribution.
• Maintain organized records and tracking tools to support document retrieval, status updates, and workflow visibility.

Qualifications:

• 2+ years of experience in an administrative, accounting support, or document-focused role.
• Background in financial services or a similarly regulated environment is preferred.
• Working knowledge of Accounts Payable, Accounts Receivable, bank reconciliations, invoice coding, and QuickBooks.
• Strong attention to detail with the ability to proofread, organize, and manage high-volume documentation accurately.
• Ability to balance multiple assignments, meet deadlines, and follow established procedures with minimal supervision.
• Proficiency with standard business software and digital document management tools.
• Strong written and verbal communication skills and the ability to work effectively with cross-functional teams.

Compensation

$21.85-$25.30 Hourly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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