Financial Education Coordinator

NFP•Plymouth, MN

18h•Onsite

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.
Ability to handle sensitive information with professionalism and confidentiality.

Nice To Haves

Experience with CRM or scheduling tools 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.