Workplace Financial Consultant providing financial planning and investment advice to participants at Fidelity. Engaging with clients through meetings and workshops in the local community.
About the role
- Financial Aid Trainer developing and conducting training programs for Financial Services Department. Ensuring compliance with regulations and enhancing service quality through strategic training initiatives.
Responsibilities
- Collaborate with the Financial Services department in creating the training materials, guidelines, and performance expectations for incoming financial aid staff.
- Develop weekly, monthly, quarterly training schedules which coincide with enrollment periods and academic class starts.
- Organize and record training data and metrics to ensure consistency of training platform and appropriateness of financial aid training topics.
- Provide timely training to all financial service staff to ensure accurate information and provide opportunities for advancement.
- Consistently communicate new employee progress with hiring managers and campus leaders.
Requirements
- Minimum of two (2) years of finance experience, including training and compliance with Title IV regulations.
- Strong Customer Service skills and ability to interact with other people and participate actively in department and staff meetings.
- Strong teamwork and diversity awareness and ability to recognize and welcome organization change.
- Organizational and time management skills and ability to prioritize request and department activities.
- Effective communication and presentation skills (including via phone & webcam).
- Preferred background in Financial Aid Services in the for-profit education sector.
- Preferred Bachelor's Degree in a relative subject.
- Strong knowledge of Google suite.
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