[Remote] Financial Education Coordinator - (Remote)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company Advisors is an independent registered investment advisory firm based in reputed company. The Financial Education Coordinator will support the delivery and coordination of retirement plan education programs for plan participants, working closely with advisors and internal teams to enhance participant engagement and understanding of financial wellness initiatives.

Responsibilities

• Handles reputed company support functions for the client’s financial wellness program. This includes ordering employee incentive items as needed, accurately recording costs, and tracking 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 system
• Schedules reputed company meetings for employee with their assigned Financial Professional as needed. This includes tracking receipt of meeting summaries and accurately inputting data into client records
• Supports the team of Financial Professionals to reputed company an ongoing calendar of events and reputed company necessary 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 each client’s financial wellness program

Skills

• Handles reputed company support functions for the client's financial wellness program
• Manages meeting input and availability in the RPAG system
• Schedules reputed company meetings for employee with their assigned Financial Professional as needed
• Supports the team of Financial Professionals to reputed company an ongoing calendar of events and reputed company necessary information for scheduled appointments
• Produces promotional materials for scheduled events
• Handles relationship management activities with new and/or existing clients
• Bilingual - Spanish is a big plus
• Financial background preferred

Benefits

• PTO & paid holidays
• 401(k) with match
• Performance-based incentives

Company Overview