Financial Education Resource Coordinator

Description and Requirements
This role will be responsible for several administrative functions of MetLife's PlanSmart financial education workshops including: Set up of events in our Event Management Software, creating company profiles, collecting/entering customer data, and other duties as assigned.
Key Responsibilities:

• Receive and prioritize requests/tasks based on customer needs
• Build and create event registration site and project tasks for PlanSmart workshops
• Provide reporting and data entry for events: Attendance/Survey processing, tracking, and filing
• Handle diverse inquiries which require some problem solving and customer service
• Partner and build relationships with internal, external contacts and vendors
• Work within established procedures and standards
• Support sales team with event results through standard reports
• Assist in building new and updating existing company profiles

Essential Business Experience and Technical Skills:
Required:

• High School Diploma
• PC proficient and able to navigate in multitude of systems and databases at the same time
• Proficient in all Microsoft Office applications, above average user of Microsoft Excel

Preferred:

• College degree
• Strong written and verbal communication skills
• Able to meet deadlines and work under pressure
• Produce consistent results while following a repetitive process
• Attention to detail
• Works well with other business partners / team members
• Strong organizational, prioritization, and time management skills

The salary range for applicants for this position is $46,100 - $61,500.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies", Fortune World's 25 Best Workplaces™ for 2024, as well as the 2024 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
$46,100 - $61,500
#BI-Hybrid