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Education Specialist
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- Provide dedicated and customized on-site retirement and investment education seminars to participants of client's defined contribution plans.
- Provide group investment educational presentations and workshops on the features and benefits of participation in VRS defined contribution plans.
- Presentations include education on the importance of retirement planning, as well as a variety of investment topics, including investment strategies, diversification, investment vehicles, model asset allocation portfolios, risk vs.
- Provide individual assistance (in-person, virtual, telephone) to inquiries from participants/members; process select transactions (in-person and virtual only) relative to DCP account(s) management.
- Bachelor's degree or 3-5 years accounting, financial services or similar environment and one of year retirement plan record keeping or directly related experience.
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