Financial Education Coordinator
NFP, an Aon company
full-time
Posted on:
Location Type: Remote
Location: Wisconsin • United States
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Salary
💰 $45,000 - $50,000 per year
About the role
- Handles support functions for client’s financial wellness program
- Manages meeting input and tracks availability
- Supports Financial Professionals with ongoing calendar of events
- Produces promotional materials for scheduled events
- Coordinates implementation calls and bi-weekly status calls
Requirements
- Knowledge, insight, and understanding of business concepts
- Ability to determine and satisfy client needs
- Implements strategies to ensure positive customer experience
- Ability to analyze situations and reach productive decisions
- Understanding of effective communication concepts
Benefits
- competitive salary
- PTO & paid holidays
- 401(k) with match
- performance-based incentives
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client needs analysiscustomer experience strategyeffective communicationdecision makingevent coordinationpromotional material productionmeeting managementavailability trackingsupport function managementbusiness concept understanding