Offer summary
Qualifications:
A college degree or relevant experience preferred, Bilingual proficiency in Spanish is preferred, Proficient in Microsoft Office Suite, Familiarity with retirement plans is advantageous.
Key responsabilities:
- Conduct one-on-one or group discussions for retirement plan education
- Organize and lead financial education meetings, in-person and virtually
- Serve as the main point of contact for participants
- Engage actively with clients and ensure service expectations are met
- Collaborate with ERISA teams for compliance and timely resolutions