Planning Assistant Job Description

Planning Assistant Job Description

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Planning assistant provides day to day operational leadership and oversight for Asset Leader VP & Asset Strategy Leader organization: strategic planning, business operations, lifecycle planning, financial/budget oversight, technology & systems, training, staff meetings, and offsite activities.

Planning Assistant Duties & Responsibilities

To write an effective planning assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included planning assistant job description templates that you can modify and use.

Sample responsibilities for this position include:

Generate and manage reports - ie
Act as a liaison between the VP and a wide array of internal and external contacts including senior company management, artist managers, outside studios, internal departments including but not limited to Sony Music supply chain, Sony Music sales, DADC media production, Columbia A&R, Columbia Marketing/Online Marketing
Maintain all minimum stock templates for replenishment in AP21
Prepare & Process all markdowns in AP21 & upload onto intranet
Complete all size splits for orders as per critical path timeline
Assist Merchant with maintenance of key item/Essentials plans
Update weekly tactical promotions in AP21
Call to schedule client appointments and prepare paperwork for meetings
Process all business the office conducts
Track all business correspondence and maintain detailed records

Planning Assistant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Planning Assistant

List any licenses or certifications required by the position: BLS, APICS, ALCS, PALS, FCIAA, RNUA, MSB, PMP, TB, CPR

Education for Planning Assistant

Typically a job would require a certain level of education.

Employers hiring for the planning assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Marketing, Finance, Business/Administration, Management, Advertising, Graduate, Health, Accounting

Skills for Planning Assistant

Desired skills for planning assistant include:

Medical terminology
Medicare and Medicaid payment rules
Policies and regulations
Excel
Both online and offline
Media planning tools also an asset
Strong negotiation skills are an asset
Financial Planning
Wider business offering and the Financial Services sector
Ad Relevance

Desired experience for planning assistant includes:

Must have 1-2 years of experience in Retail Space Planning with experience in a corporate retail design environment
Must have a strong understanding of AutoCAD software to create fixture plans
Knowledge and understanding of architectural drawings
Thorough knowledge of centralized budget & forecasting process
Must be able to multi-task and deliver accurate results by deadlines
Greet clients upon arrival and extend hospitality

Planning Assistant Examples

1

Planning Assistant Job Description

Job Description Example
Our innovative and growing company is looking for a planning assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for planning assistant
  • Manage equipment and facilities
  • Action any consolidations additionally requested by planner/buyer or retail
  • Timely delivery of weekly reports and ad hoc reports for Planning Manager and Trade Meetings
  • SWOT preparation and Option Plans for Essential lines in conjunction with Planner
  • Act as a liaison between the Director, Release Planning and a wide array of internal and external contacts including senior company management, artist managers, outside studios, internal departments including supply chain, sales, media production
  • Coordinate, maintain and update distribution lists
  • Send calendar invites
  • Manage library of design publications
  • Research documents
  • An understanding of stock package issues experienced by stores
Qualifications for planning assistant
  • Wants opportunity to grow
  • Enjoys working by themselves
  • Interest in finance and investing
  • Retail/inventory control experience a plus
  • Candidates with their Securities Licenses (Series 7, 66) are preferred but not required
  • Able to use Ms
2

Planning Assistant Job Description

Job Description Example
Our company is growing rapidly and is hiring for a planning assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning assistant
  • Weekly analysis of Branch KPI’s to ensure Branch stock potentialisation and risk reduction
  • Building effective working relationships and having regular contact with all areas of the Brand Branches, Area Managers and Planning & Distribution teams
  • Undertaking Branch visits and reviewing stock package accordingly
  • Attendance of area meetings to discuss Distribution and Branch Merchandising function
  • Building and managing stock packages for new and modernised Branches
  • Analyze Northwestern, peer, national, and international data to inform senior leadership policy decision-making
  • Analyze field service operation data and information from Field Service management and Direct Mobile Service Technicians (DMST) in order to define operational problems and identify opportunities for improvement
  • Study and analyze information about alternative courses of action in order to determine which plan will offer the best outcomes in connection with DMS operation
  • Formulate simulation models of problem solving method relating to service process
  • Perform statistical validation and testing of solution models to ensure adequacy
Qualifications for planning assistant
  • Create and Manage Matrix – As the matrix changes, must implement into DCM to reflect go forward strategy
  • Create and manage daily NY receipt flow from the Distribution Center
  • Pay attention to detail and ensure accuracy of completed tasks
  • Ensure all communication is professional and courteous to all customers
  • Eager to learn and assume additional responsibility
  • Be a team player with all customers with a positive attitude in a variety of situations
3

Planning Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of planning assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning assistant
  • Collaborate with managers and decision-makers to identify and solve a variety of problems, and to clarify management objectives
  • Participate and coordinate in development and implementation of better operation solution for optimal customer service
  • Collaborate with other groups in the organization to ensure successful implementation of chosen problem solutions
  • Assists in department projects, events and programs
  • Demonstrate interest and assist in evaluating existing and emerging communications opportunities in general those which would be relevant to the assigned brand/category
  • Create purchase orders, create DN (spell out)
  • Perform various data integrity checks (e.g., PR vs scheduled
  • Create and maintain flowcharts
  • Pull research to support the development of media objectives, strategies and tactics, including MRI/Simmons, Mintel, and Adviews
  • Maintain lists, files, and inventory of office supplies
Qualifications for planning assistant
  • Direct attention to detail, accuracy and organization
  • Utilize and understand intricacies of DCM, Qlikview, and Saks systems
  • Track transfers and RTV information in a timely manner
  • Create and generate selling reports every week
  • Download and release orders
  • Create and implement policies, sku attributes, location attributes, and replacement skus
4

Planning Assistant Job Description

Job Description Example
Our company is hiring for a planning assistant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for planning assistant
  • Process checks in coordination with Gift Processing and office protocols
  • Assist in assembling life income proposals
  • Manage input into the Planned Giving Module and generate reports for meetings and management decisions
  • Work with Director and Development Officer to design and generate new Business Objects reports and various mailing list requests
  • Assist with running Gift Planning inquiry reports
  • Submit expense reports and order various office supplies
  • Provide administrative support to the Director and Development Officer
  • Maintain confidentiality regarding donor information
  • Assist on any donor and program projects as needed
  • Assist in the planning and execution of various gift planning internal and external meetings including estate planning and cultivation events
Qualifications for planning assistant
  • Can adhere strictly to rules and regulations as stated and required by advisor and FINRA
  • Prior experience with Adobe programs
  • Setting appropriate vendor review schedules
  • Keep accurate records of all maintenance activity
  • 1 year of experience in RetailAllocation or Distribution experience in
  • Ability to successfully collaborate with internal partners
5

Planning Assistant Job Description

Job Description Example
Our company is searching for experienced candidates for the position of planning assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning assistant
  • Provide front desk coverage for one hour at least once a month
  • Track Gift Planning collaboration with other business units and report on results quarterly
  • Coordinate FL and/or other travel arrangements for Director
  • Planning and purchasing media based on client briefs
  • Administering and maintaining the buy - DDS inputting, preparing media billings and budget control reporting
  • Assisting the media planning team with developing costing and data collection for plan for recommendations or analyses
  • Maintaining client records, media approval documentation, media purchase contracts
  • Preparing media POVs/evaluations under supervision
  • Providing regular status updates to team members
  • Developing proficiency with necessary media tools, systems, and software, including but not limited to MS Office Suite, DDS, and research tools
Qualifications for planning assistant
  • Efficient time manager
  • Ability to work in a team environment and communicate with multiple levels within a large organization
  • 3+ years of directly related experience in logistics (experience in sportswear industry would be a plus)
  • Solid knowledge in logistics transportation
  • College degree or higher preferred but not required
  • Be able to perform under pressure and work in a fast paced environment

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