What are the responsibilities and job description for the Financial Education Coordinator position at Careers?
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary:
The Financial Education Coordinator provides day-to-day operational and administrative support for NFP’s Financial Education programs. This role is responsible for coordinating schedules, managing communications, and ensuring accurate follow-through on all program details. Success in this role requires exceptional attention to detail, strong organizational skills, and clear, professional communication.
Essential Duties and Responsibilities:
- Coordinate and schedule employee one-on-one sessions, group presentations, and financial education events.
- Monitor shared email inboxes and respond promptly and accurately to employee, client, and internal requests.
- Track meetings, confirmations, attendance, and required follow-up to ensure nothing is missed.
- Accurately maintain participant and meeting data in CRM and internal systems.
- Prepare and distribute participant communications, reminders, and educational materials.
- Follow up with advisors and internal teams to ensure meeting summaries and documentation are completed.
- Maintain organized records and documentation in accordance with internal standards and compliance requirements.
- Support financial educators and advisors with logistics, scheduling, and administrative needs.
- Coordinate ongoing support for new and existing client programs, including implementation calls, recurring status check‑ins, and day‑to‑day program oversight.
- Deliver prompt, professional, and courteous service while communicating regularly with clients and employees to ensure program expectations and service standards are consistently met.
- Additional duties as assigned.
Knowledge, Skills, and/or Abilities:
- Strong attention to detail with a high level of accuracy in scheduling, data entry, and communications.
- Proven ability to follow through on tasks and manage multiple priorities to completion.
- Excellent written and verbal communication skills.
- Highly organized, dependable, and responsive in a fast-paced environment.
- Proficiency in Microsoft Outlook, Excel, and Word; experience with CRM or scheduling tools preferred.
- Ability to handle sensitive information with professionalism and confidentiality.
Education and/or Experience:
- College degree
- 0-2 years of Financial Education or operational experience preferred
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $52,000 to $69,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Salary : $52,000 - $69,000