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
• Maintain client relationships through effective communication and monitor program effectiveness

Required Qualifications:

• Experience in client relationship management
• Proficiency in data management and technology platforms, such as HubSpot
• Ability to coordinate events and manage logistics
• Knowledge of business concepts relevant to financial education
• Experience in creating promotional materials and managing communications