Co-Owner
CurrentEnroller/Education Consultant Assistant – Assist with assignments for 401(k) or H&W enrollment plans, contact company project manager and/or customer (also broker if required) with questions and special instructions; tailor the presentation(s), if needed. Prepare sign-up sheets for attendees. Arrive at location 30 – 45 minutes before scheduled time to meet company HR personnel/representative; set up projection and laptop and distribute enrollment packages to employees. Follow presentation… Show more Enroller/Education Consultant Assistant – Assist with assignments for 401(k) or H&W enrollment plans, contact company project manager and/or customer (also broker if required) with questions and special instructions; tailor the presentation(s), if needed. Prepare sign-up sheets for attendees. Arrive at location 30 – 45 minutes before scheduled time to meet company HR personnel/representative; set up projection and laptop and distribute enrollment packages to employees. Follow presentation guidelines and answer questions. Complete follow up & expense reports in a timely manner. Follow up with Client. Show less