[Remote] Financial Education Coordinator

Note: The job is a remote job and is open to candidates in USA. Wealthspire Advisors is a New York City-based independent registered investment Advisory firm seeking a Financial Education Coordinator. The role involves supporting client financial wellness programs, managing meetings, and producing promotional materials while ensuring positive client relationships.

Responsibilities

• Handles all support functions for client’s financial wellness program. This includes ordering employee incentive items as needed, accurately recording cost and item tracking information
• This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related in incoming calls and emails
• Manages meeting input and availability in the RPAG system
• Schedules ad hoc 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 team of Financial Professionals to provide ongoing calendar of events and all 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 oversight of each client’s financial wellness program
• Other program related tasks as needed

Skills

• Handles all support functions for client's financial wellness program
• Ordering employee incentive items as needed
• Accurately recording cost and item tracking information
• Servicing general email and voicemail boxes on an ongoing basis
• Completing all tasks related to incoming calls and emails
• Managing meeting input and availability in the RPAG system
• Scheduling ad hoc meetings for employees with their assigned Financial Professional as needed
• Tracking receipt of meeting summaries and accurately inputting data into client records
• Supporting a team of Financial Professionals to provide an ongoing calendar of events and all necessary information for scheduled appointments
• Producing promotional materials for scheduled events, including email campaigns, flyers, and other materials as needed by clients
• Handling relationship management activities with new and/or existing clients
• Coordinating and conducting implementation calls, bi-weekly status calls, and ongoing oversight of each client's financial wellness program
• Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business
• Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements
• Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point
• Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions
• Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs

Benefits

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

Company Overview