Description. The Workshop Coordinator (WC) is responsible for work efforts related to federal benefit workshops, including advertising, enrolling participants, logistics and reporting. In performing the role duties, the candidate must manage multiple priorities and deadlines working with Network financial professionals, government agency managers and employees and GBE trainers. Key Responsibilities. Workshop promotion and fulfillment: The WC must...
Description. Government Benefit Educators, LLC, a forward-thinking non-profit organization, is seeking an experienced Operations Manager to lead the day-to-day operations of this newly formed entity. This role will be focused on building relationships, providing exceptional service, and keeping operations running smoothly behind the scenes. A focus on providing educational opportunities to a wide array of participants and knowledge of the financi...
Description. The Senior Risk Management Associate (SRMA) will be a team subject matter expert on annuity servicing and annuity products. The SRMA will also be responsible for risk management product licensing and contracting. The SRMA will switch back and forth between the two responsibilities so must be able to multi-task efficiently. Key Responsibilities. Annuity liaison with Operations: The SRMA will be the primary contact for the Operations t...
Description. The Senior Marketing Coordinator (SMC) is responsible for all marketing aspects of Government Benefit Educators (GBE) and will assist in marketing efforts of Financial Integrators, as needed. The SMC will manage all social media for GBE as well as be responsible for the continued development and maintenance of the GBE website. Key Responsibilities. GBE website development and maintenance - The SMC is responsible for the continued dev...
Description. The Risk Management Associate (RMA) will be a team subject matter expert on life insurance servicing and life insurance products. Secondarily, the RMA will assist with risk management product licensing and contracting. The RMA will switch back and forth between the two responsibilities so must be able to multi-task efficiently. Key Responsibilities. Life insurance liaison with Operations: The RMA will be the primary contact for the O...
Description. Financial Integrators, a dynamic, holistic wealth management company, is seeking a professional, engaging, organized individual to join our Administrative Assistants team. This role is critical to maintaining client relationships and creating a welcoming environment for staff and visitors. Specific Job Duties Include, But Are Not Limited To. Building client relationships and being the professional first point of contact during visits...
Description. Are you a detail-oriented professional who loves the logic behind the numbers. Do you get energized by the challenge of managing complex plans and navigating regulations. Financial Integrators is seeking a Retirement Plans Service Associate to join our Qualified Retirement Plans team. This is a highly analytical, hands-on role for a self-starter who enjoys the intersection of data, compliance, and client service. You’ll partner close...
Description. Are you a detail-oriented professional who loves the logic behind the numbers. Do you get energized by the challenge of managing complex plans and navigating regulations. Financial Integrators is seeking a Retirement Plans Service Associate to join our Qualified Retirement Plans team. This is a highly analytical, hands-on role for a self-starter who enjoys the intersection of data, compliance, and client service. You’ll partner close...
Description. Are you an organized, detail-driven professional who thrives in a dynamic, team-oriented environment. Financial Integrators, a forward-thinking wealth management firm, is looking for an outstanding Assistant to support our Accounting & Tax Services team. In this critical role, you'll be the first impression for our clients — building relationships, providing exceptional service, and keeping operations running smoothly behind the scen...