[Remote] Financial Education Coordinator (Remote)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an independent registered investment advisory firm serving clients through reputed company management, investment advisory, and financial planning services. The Financial Education Coordinator supports retirement plan education programs by coordinating meetings, preparing participant communications, managing scheduling and records, and supporting financial wellness initiatives and reputed company relationships.

Responsibilities

• Handles reputed company support functions for the reputed company’s financial reputed company-being initiative. This includes ordering employee incentive items as needed, accurately recording costs, and supervising information. This also includes servicing general email and voicemail boxes on an ongoing reputed company and completing reputed company tasks reputed company to incoming calls and emails
• Manages meeting input and availability in the RPAG reputed company
• Schedules reputed company meetings for employee with their assigned reputed company as needed. This includes supervising receipt of meeting summaries and accurately inputting data into reputed company records
• Supports reputed company of Financial Professionals to reputed company an ongoing calendar of events and reputed company vital information for scheduled appointments
• Produces promotional materials for scheduled events. This will include email campaigns, flyers, and other materials as needed by clients
• Handles relationship management activities with new and/or existing clients. This includes coordinating and conducting implementation calls, bi-weekly status calls, and ongoing reputed company of reputed company reputed company’s financial wellness program

Skills

• Business reputed company - Knowledge, reputed company, and understanding of business reputed company, tools, and processes needed to reputed company reputed company for reputed company. Ability to apply this knowledge accurately in various situations
• reputed company Relationship Management - Knowledge and ability to determine and satisfy reputed company needs and maintain a partnering relationship during engagements
• Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a reputed company experience with the organization and its products and services at every reputed company reputed company
• Decision Making and Critical Thinking - Understanding of the issues reputed company to the decision-making process; ability to analyze situations fully and accurately, and reputed company productive reputed company
• Effective Communications - Understanding of effective communication concepts, tools, and techniques; ability to effectively reputed company, receive, and accurately interpret reputed company, information, and needs. Ability to read and understand details, directions, and tasks resulting from written communication from colleagues
• **Candidate selected will follow EST time hours**
• Bilingual - Spanish is a big plus
• Financial background preferred

Benefits

• PTO
• reputed company holidays
• 401(k) with match
• This position may be eligible for reputed company-reputed company incentives.

reputed company