Financial Well-Being Officer
- Employer
- University of Kentucky
- Location
- Lexington, Ky
View more
- Administrative Jobs
- Institutional & Business Affairs, Business & Financial Management
- Institution Type
- Four-Year Institution
Job Details
BA
Click here for more information about equivalencies:http://www.uky.edu/hr/employment/working-uk/equivalenciesRequired Related Experience4 yrs
Required License/Registration/CertificationNone
Physical RequirementsThe physical requirements of this position include: occasionally lifting, pushing, and/or pulling objects up to 50lbs; standing or walking with objects up to 25lbs; regularly sitting at a computer workstation for extended periods of time with repetitive motions (such as typing); and occasional (<10% of the time) job related travel.
ShiftMonday-Friday 8:00 am-5:00 pm
Job SummaryThis position will develop, enhance and promote the Financial Well-Being Program which directly enhances engagement in and support of the University’s retirement plan. Duties include: facilitating the financial education opportunities for University employees; researching demographics of UK population and target specific audiences; creating training tools and promoting new and existing financial resources to counsel employees; counseling employees on retirement plans and processes; overseeing financial well-being programs for faculty and staff.
Skills / Knowledge / AbilitiesThe ideal candidate will have the ability to manage multiple tasks and/or projects while accurately completing routine functions in a fast paced, high intensity, professional work environment; knowledge of SAP preferred but not required; thorough finance knowledge; experience with public speaking and oral presentation skills; proficient in Microsoft Office Suite; excellent attention to detail; exceptional planning and organizational skill; effective written and verbal communication skills; ability to solve routine problems and manage resources; provide exceptional customer service and positively represent the university; perform work in a sedentary position; interact with individuals from various levels throughout the university; work successfully in a team as well as independently; be motivated and a self-starter; and respect for confidentiality and diversity. Experience in investment counseling required as well.
Does this position have supervisory responsibilities? NoPreferred Education/ExperienceMaster’s Degree, Certified Financial Planner and prior Financial Services experience preferred.
Deadline to Apply10/25/2020University Community of InclusionThe University of Kentucky is committed to a diverse and inclusive workforce by ensuring all our students, faculty, and staff work in an environment of openness and acceptance. We strive to foster a community where people of all backgrounds, identities, and perspectives can feel secure and welcome. We also value the well-being of each of our employees and are dedicated to creating a healthy place to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco & Drug Free campus.
As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities.
Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.
Posting Specific QuestionsRequired fields are indicated with an asterisk (*).
- * Do you have experience working with a payroll system (e.g. Kronos, SAP, etc.)?
- Yes
- No
- * Which statement most adequately describes your analytical skills?
- None
- Very Limited: Information for analysis comes from other sources
- Moderate: Develop means of collecting data and receive data from other sources.
- Extensive: Hands on. Coordinates, computes, and monitors all areas of the information being sought.
- * How many years of paid working experience do you have in a fast-paced, financial services environment?
- None
- More than 0, up through 2 years
- More than 2 years, up through 4 years
- More than 4 years, up through 6 years
- More than 6 years
- * Tell me about a time when you had to analyze or interpret numerical or financial information.
(Open Ended Question)
- * Please describe your financial experience.
(Open Ended Question)
- * Briefly describe your management and/or leadership experience.
(Open Ended Question)
- * Please select the option that best represents the number of years experience you have in program development.
- None
- More than 0, up through 2 years
- More than 2 years, up through 4 years
- More than 4 years, up through 6 years
- More than 6 years
- * Where did you first see this position advertised other than on UK's online employment system?
- InsideHigherEd.com
- HigherEdJobs.com
- Diverseeducation.com (Diverse Issues in Higher Education)
- HERCjobs.org (Higher Education Recruitment Consortium)
- InsightIntoDiversity.com
- Latinosinhighered.com
- Indeed.com
- A Colleague, Friend and/or Family Member
- None of the Above
- Resume
- Cover Letter
- Academic Transcript
Organization
Fast Facts
Location: Lexington, Ky.
Founded: 1865
Endowment: $1.1 billion
Budget: $3.5 billion
Research Grants and Contracts Awarded: $316.5 million
Library Holdings: 4.3 million volumes
Enrollment: 30,76
President: Dr. Eli Capilouto
Provost: Dr. David W. Blackwell
Executive Vice President for Finance and Administration: Dr. Eric Monday
Executive Vice President for Research: Dr. Lisa A. Cassis
Executive Vice President for Health Affairs: Dr. Mark F. Newman
About the University
Adjacent to downtown Lexington, UK is nestled in the scenic heart of the beautiful Bluegrass Region of Kentucky. UK's campus covers more than 814 acres, with more than 30,700 students and 13,500 full-time employees, including nearly 2,400 full-time faculty and librarians.
Mission
The University of Kentucky is a public, land grant university dedicated to improving people's lives through excellence in education, research and creative work, service, and health care. As Kentucky's flagship institution, the University plays a critical leadership role by promoting diversity, inclusion, economic development, and human well-being.
Our Guiding Principles
The University is driven by the promise it has made to Kentucky, one that honors its land-grant mission and a heritage honed through 150 years of service to the Commonwealth of Kentucky. Six principles guide our efforts. They are: creating a vibrant undergraduate learning community, advancing a high-quality graduate and professional education portfolio, cultivating a robust research environment, developing a strong and sustainable UK infrastructure, fostering a positive work environment for faculty and staff, and ensuring a meaningful impact on the Commonwealth and the community.
Employment/Benefits
As Central Kentucky's largest employer, the University of Kentucky supports the recruitment and retention of unparalleled talent - individuals who inspire learning, teaching, service and healing through innovation in work solutions, initiatives, policies and programs. Impressive benefits at the University include an excellent retirement package, with an employer match that doubles the employee's contribution, a dynamic work-life program to assist employees in balancing their work with their personal lives, a wellness program to protect, maintain and promote the health of employees, and a strategic plan that nurtures diversity of thought, culture, gender and ethnicity. For more information regarding benefits, visit http://www.uky.edu/hr/benefits.
Research
In fiscal year 2016, the University of Kentucky was awarded $316.5 million in external grants and contracts. UK is one of only eight universities across the country with the full range of undergraduate, graduate, professional and medical programs on one contiguous campus, leading to groundbreaking discoveries and unique cross-disciplinary research and scholarship. Moreover, UK is currently one of only 22 public institutions with a trifecta of federal designations of excellence in research: for aging, in cancer and in translational science. A new $265 million research facility, due to open in 2018, will bring together clinicians, scientists and scholars from across UK’s campus to reduce health gaps in Kentucky. These health gaps include cancer, cardiovascular disease & stroke, diabetes & obesity, substance abuse, and neuroscience & aging.
Research at UK is a dynamic enterprise encompassing both traditional scholarship and emerging technologies. UK is one of eight universities in the U.S. that has well-established programs in agriculture, engineering, medicine and pharmacy on a single campus, leading to groundbreaking discoveries and unique interdisciplinary collaboration.
In 2013, the UK Markey Cancer Center announced its designation as a National Cancer Center by the National Cancer Institute. This designation places UK among an elite group of 22 research universities that can boast the "Triple Crown" of federal research awards: NCI designation, the Clinical Translational Sciences Award, and a federally supported Alzheimer's Disease Center.
UK HealthCare
UK HealthCare has strategically developed an incredible capacity to serve the Commonwealth through its state-of-the-art patient care pavilion and emergency rooms, advanced biomedical and biological research, and a network of affiliate health care agencies throughout Kentucky. Passion for people and a vision for the "medical campus of the future" have inspired leading physicians and researchers from across the United States to join UK. Their research agenda is balanced with outreach to affiliated and partner hospitals, so Kentucky families can receive high-quality health care at home and travel to Lexington for only the most advanced, complex medical care and procedures.
Living in the Bluegrass
Ranked as one of the nation's best places to live and work, Lexington offers many diverse educational, cultural and commercial opportunities. With a population of more than 314,000 people, Lexington supports cultural attractions such as opera, ballet, theater and musical events. Surrounded by rolling hills and horse farms, the Bluegrass Region is known for its natural beauty. For more information: http://www.uky.edu/hr/employment/working-uk/life-in-lexington.
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