Financial Education Coordinator

Job Summary

A company is looking for a Financial Education Coordinator to support client financial education initiatives.

Key Responsibilities:

• Execute and support client financial education programs, including workshops and webinars
• Develop promotional materials and coordinate logistics for educational events
• Monitor program effectiveness and maintain positive client relationships through consistent communication

Required Qualifications:

• Experience in program management or client engagement
• Proficiency in using HubSpot and Microsoft Bookings
• Strong understanding of business concepts and client relationship management
• Ability to analyze data and recommend program improvements
• Experience in developing promotional content tailored to client needs