Financial Wellness Coordinator

Lockton; Kansas; Hybrid; USD 52,000 - 72,000; Full time

Benefits offered by this job

Referral bonus

Job summary

BCInsourcing LLC is seeking a Financial Wellness Coordinator for The University of Kansas Health System in Kansas City, KS. This hybrid role supports retirement and financial wellness programs, engages employees, and partners with HR and benefits carriers to deliver services.

The successful candidate will have 2–3 years of retirement plan experience, strong Excel skills, and excellent presentation and communication abilities to educate employees and stakeholders.

Qualifications

• High School Diploma or GED or related work experience.
• 2-3 years of retirement plan products experience.
• Strong verbal and interpersonal communication; group presentation ability.
• Advanced proficiency in Microsoft Excel.
• Proven ability to multi-task and work under deadlines.

Responsibilities

• Acts as retirement-plan expert to clients and employees; supports HR and carriers.
• Develops understanding of client financial wellness and retirement plans (401a, 457b, 529, HSA, FSA).
• Creates approachable environments to educate employees about wellness and retirement offerings, delivering presentations.
• Performs retirement and wellness-related services: data auditing/reports, distributions support, deferrals, matches, billing, special projects.
• Regular attendance is required; hours may vary, including evenings/weekends during peak periods.
• Performs other tasks as assigned.

Skills

Verbal communication

Group presentation

Customer service

Multi-tasking

Self-motivation

Education

High School Diploma or GED

Associate’s or Bachelor’s Degree or equivalent

Tools

Microsoft Excel

Job description

Financial Wellness Coordinator – (2601T6)

Referral Bonus

: 500.000000

Description

Location: The University of Kansas Health System. This position is hybrid. The days onsite will vary week to week.

ESSENTIAL FUNCTIONS

• Client Services: Serves as an ambassador and retirement-plan expert to the assigned client(s) by cultivating effective business relationships and maintaining rapport with all case partners and client’s employees; serves as an administrator following the client’s financial wellness and retirement process while supporting the client HR team, employees and benefit carriers.
• Financial Wellness and Retirement Acumen: Develops a detailed understanding and in-depth working knowledge of the client’s financial wellness and retirement plans, including the 401(a), 457(b), 529, HSA, FSA, and other employer offerings such as Purchasing Power and Identity Theft coverage.
• Communication Services: Creates an approachable group facing environment to engage and educate employees about their financial wellness and retirement offerings; participates in developing communication strategies to achieve the client’s goals in their changing environment while using professional verbal and interpersonal communication and active listening skills in order to effectively educate employees and interact with client partners. Responsible for presenting financial wellness programs, resources, and retirement plan offerings to a client employee audience.
• Benefit Services: Completes various retirement and financial wellness-related services; based on client needs, duties may include (but are not limited to) the auditing and reporting of plan data, support of 401(a) and 457(b) distributions, deferrals, and matches; billing administration; special projects related to retirement and financial wellness.
• Attendance: Regular attendance is required. Hours may fluctuate during open enrollment periods and special projects in order to meet the needs of the client, including preannounced extended work hours, evenings, and/or weekends.
• Performs all other tasks as assigned

Qualifications

REQUIRED EDUCATION AND EXPERIENCE

• High School Diploma/GED equivalent or related work experience equivalency
• Former experience and demonstrated expertise of retirement plan products – 2-3 years of experience required.
• Confident and articulate verbal and interpersonal communication skills including superior group presentation ability
• Proven professional experience following a step-by-step process while using deductive reasoning to produce positive outcomes
• Advanced proficiency in Microsoft Excel
• Professional experience demonstrating superior service skills while multi-tasking and working under pressure of deadlines
• Professional experience demonstrating self-motivation and result-driven outcomes operating in a small team environment

PREFERRED EDUCATION AND EXPERIENCE

• Advanced expertise and working knowledge of retirement and financial wellness plan products
• Associate’s or Bachelor’s Degree or equivalent combination of education, training, or experience in a related field

Primary Location

: KS-Kansas City – University of Kansas Hospital

Schedule

: Full-time

Hiring Manager

: Tasha Miller

Organization

: BCInsourcing LLC

Anticipated Closing Date

:Ongoing|Ongoing