DirectJobHub
Jobs · Finance

Assistant Director of Financial Planning- Remote

MyComputerCareer · Columbus, OH · 2 wk ago
Finance$65/hrFull-time

Mission and Culture

About MyComputerCareer (MyCC), we’re transforming lives through tech education! Our mission-driven team is dedicated to helping students achieve life-changing careers in IT. With a family-like culture rooted in Love, Customer First, Excellence, and Ethics, we’re focused on making a lasting impact. Join us and be part of a dynamic, fast-paced environment where your contributions truly matter.

Purpose of Position

The Assistant Director of Financial Planning and Financial Counseling are responsible for monitoring the performance of the Financial Planners and Financial Counselors, leading them to hit their goals, and ensuring they meet compliance standards. They also mentor and coach team members, manage the queueing system, and fill in for other roles as needed.

Essential Job Duties and Responsibilities

  • Mentor Financial Counselors and Financial Planners and provide coaching on best practices
  • Continually train and develop Financial Planners and Financial Counselors
  • Consistently maintain top performance
  • Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring
  • Ensure that Financial Planners and Financial Counselors are meeting compliance standards
  • Manage the queueing system to ensure students are assisted in the proper time frame
  • Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning
  • Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed

Key Competencies

  • Demonstrating ethics and integrity
  • Communicating effectively (oral and written)
  • Leading and developing a team
  • Solving problems and making decisions

Education & Experience Requirements

  • Bachelor’s degree or a combination of education and experience
  • Some Salesforce CRM experience preferred
  • 9 months demonstrated results in Financial Counselor role or 2 years combined financial aid experience preferred
  • 2 years team management experience preferred

Physical and Cognitive Demands

  • Regularly listen to employees and communicate verbally and in writing
  • Frequently move about the office
  • Maintain a high level of consistent cognitive function to effectively coach a team of financial aid counselors and assist students
  • Stoop, kneel or crouch when maneuvering the office environment
  • Lift up to 25 lbs at times

Compensation and Schedule

Compensation: $65-70K
Location: Remote
Hours: Tentative schedule is 9am-6pm EST 2 days a week, 1 1:30am -8:30pm EST 2 days a week, 11am-7pm EST Fridays (and Saturdays, 1-2 times a month 10am- 4pm EST). Candidates can reside in one of the following states: AL, AR, AZ, FL, GA, ID, IN, KY, LA, MI, MO, MS, NC, NV, OH, OK, SC, PA, TN, TX, UT, VA, and WI.

Similar jobs