Job Details

A company is looking for a Financial Education Coordinator, responsible for supporting the delivery and coordination of retirement plan education programs for plan participants.Key ResponsibilitiesHandles support functions for the financial wellness program, including managing communications and tracking informationSchedules meetings and manages availability in the RPAG system, ensuring accurate data input and follow-upProduces promotional materials for events and manages client relationship activities, including implementation and status callsRequired QualificationsKnowledge of business concepts and decision-making processesExperience in client relationship management and understanding client needsAbility to implement customer experience strategies effectivelyFinancial background preferredBilingual in Spanish is a plus