Financial Education Coordinator

NFP • Norwell, MA

1d • $59,000 - $65,000

About The Position

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.

Requirements

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

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.

Benefits

• competitive salary
• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level