Financial Well-Being Officer

Job description

Posting Details

Job TitleFinancial Well-Being OfficerRequisition NumberRE24897Working TitleDepartment Name3J521:Employee BenefitsWork LocationLexington, KyGrade Level45Salary Range$44,762-73,861/yearType of PositionStaffPosition Time Status Full-TimeRequired Education


Click here for more information about equivalencies: Related Experience

4 yrs

Required License/Registration/Certification


Physical Requirements

The 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.


Monday-Friday 8:00 am-5:00 pm

Job Summary

This 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 / Abilities

The 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/Experience

Master’s Degree, Certified Financial Planner and prior Financial Services experience preferred.

Deadline to Apply10/25/2020University Community of Inclusion

The 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 Questions

Required fields are indicated with an asterisk (*).

  1. * Do you have experience working with a payroll system (e.g. Kronos, SAP, etc.)?
    • Yes
    • No
  2. * 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.
  3. * 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
  4. * Tell me about a time when you had to analyze or interpret numerical or financial information.

    (Open Ended Question)

  5. * Please describe your financial experience.

    (Open Ended Question)

  6. * Briefly describe your management and/or leadership experience.

    (Open Ended Question)

  7. * 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
  8. * Where did you first see this position advertised other than on UK's online employment system?
    • (Diverse Issues in Higher Education)
    • (Higher Education Recruitment Consortium)
    • A Colleague, Friend and/or Family Member
    • None of the Above
Applicant DocumentsRequired Documents
  1. Resume
  2. Cover Letter
Optional Documents
  1. Academic Transcript




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Job No:
Posted: 10/11/2020
Application Due: 10/27/2020
Work Type: