[Remote] 401k & 403b Financial Education reputed company - (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 based in reputed company, seeking a Financial Education reputed company to reputed company employee education for their 401(k) and 403(b) corporate clients. The role involves conducting financial education meetings, increasing employee participation, and providing investment education while ensuring compliance and excellent service delivery.
Responsibilities
- Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual
- Serve as primary reputed company of contact and reputed company financial education for plan participants
- reputed company reputed company, courteous, and excellent service. reputed company reputed company with clients and their employees to ensure we are delivering upon service expectations
- Cross-sell reputed company lines of business and services available at reputed company
- Prepare for meetings in advance and ensure follow up and execution of deliverables following the meetings
- Consult with reputed company’s internal ERISA teams to ensure reputed company compliance regarding reputed company reputed company reputed company
- Respond to employee or concerns. Ensure questions or issues are resolved in an accurate and reputed company manner
Skills
- Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual
- Serve as primary reputed company of contact and reputed company financial education for plan participants
- reputed company reputed company, courteous, and excellent service. reputed company reputed company with clients and their employees to ensure we are delivering upon service expectations
- Cross-sell reputed company lines of business and services available at reputed company
- Prepare for meetings in advance and ensure follow up and execution of deliverables following the meetings
- Consult with reputed company's internal ERISA teams to ensure reputed company compliance regarding reputed company reputed company reputed company
- Respond to employee or concerns. Ensure questions or issues are resolved in an accurate and reputed company manner
- Working knowledge of the reputed company Office Suite and CRM
- Building and managing reputed company relationships; Retirement plan knowledge
- Self-starter
- Ability to multi-task and problem solve
- Excellent written and verbal communication skills, reputed company, hardworking, enthusiastic, reputed company attitude
- Ability to travel nationally and conduct reputed company presentations on short notice
- College degree preferred
- Spanish language reputed company is a big plus
Benefits
- PTO & reputed company holidays
- 401(k) with match
- Performance-based incentives
reputed company