Financial Plan Implementation Specialist

Responsibilities : Understand and align with the 1 Finance Approach and services.

Monitor clients’ financial plans and conduct meetings to review the progress of action plans.

Assist members in executing financial plans by thoroughly analyzing client profiles.

Design and implement communication strategies for advisory execution, including crafting relevant nudges for clients.

Perform client servicing activities to ensure smooth and consistent member experience.

Ensure compliance with established quality, regulatory, and safety requirements.

Skills :

Strong verbal and written communication skills.

Collaborative, team-oriented, and result-driven approach.

Structured and methodical thinking with effective execution capabilities.

Proficiency in operational processes and documentation.

Strong analytical and problem-solving abilities.