Financial Education Coordinator

🕒 April 25

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $52k - $69k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

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NFP, an Aon company

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

NFP, an Aon company, helps organizations and people solve problems.

📋 Description

• Provide day-to-day operational and administrative support for NFP’s Financial Education programs • 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.

🎯 Requirements

• College degree • 0-2 years of Financial Education or operational experience preferred • 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.

🏖️ Benefits

• Competitive salary • PTO & paid holidays • 401(k) with match • Exclusive discount programs • Health & wellness programs