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Financial Plan Reporting Consultant

Vanguard
Malvern, USA
Full-time
Junior · 2+ years experience
Hybrid
Discovered 2 weeks ago
Communication

Full Job Posting

Qualifications

  • Undergraduate degree or equivalent combination of training and experience
  • Minimum of two years related work experience include leading projects
  • Working knowledge of recordkeeping systems and functions
  • Excellent verbal and written communication skills
  • Ability to influence and guide business partners, and exercise good judgement in decision making
  • Excellent organizational and time management skills with the ability to prioritize and multitask
  • Working knowledge of retirement plans and investment performance data
  • Special Factors
  • Sponsorship
  • Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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