Financial Education Specialist

Our PlanRight Support team assists members who have Group Retirement plans with transactions and questions on their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The teams operating hours are between 9:00 am to 5:00 pm, Monday to Friday, 37.5 hours per week. Position Responsibilities: Handle inbound, outbound and email databases to provide education to members seeking some form of guidance or desire f…