CE Services Coordinator (Virtual, Full-time)

WEALTHCOUNSEL LLC

3d•Remote

About The Position

WealthCounsel is seeking a motivated and driven CE Services Coordinator to join their team. This role is primarily responsible for supporting WealthCounsel’s CE Accreditation Requirements while providing exceptional customer service to WealthCounsel members. It also involves collaborating with WealthCounsel Subject Matter Experts and the CE Team to provide CE support to members for upcoming courses. High-level written and verbal communication skills and attention to detail are crucial to this role.

Requirements

Associate's degree or equivalent experience
Excellent communication and customer service skills
Must be accurate, organized, and detail-oriented, yet flexible and willing to help where needed
Must be proficient in all Microsoft Office programs, including Word, Excel, and PowerPoint, as well as Adobe/PDF documents

Nice To Haves

Working knowledge of Salesforce preferred
Experience with Swoogo and/or other event management systems is a plus

Responsibilities

Manage the CE sections of our on-demand platform on our website (input, update, and track CE information, troubleshoot issues, suggest improvements, and perform other tasks as needed)
Work with Project Managers to control the CE information included or revised in our WealthCounsel store (on-demand courses for purchase)
Enter and update ongoing CE program-related data into the WealthCounsel website on-demand platform and WealthCounsel store in a timely manner
Manage auto-generated and manual certificates of completion as needed
Process Attendance and reporting for State Bars and CE Commissions for select on-demand events
Maintain State Bar records and other CE data
Track on-demand viewing trends and other activities to make suggestions to faculty and other team members
Collaborate with the CE & Event Services Teams to improve WealthCounsel’s CE on-demand program and services
Cross-train and serve as backup to the CE Services Specialists for processing CE accreditation for Live Programming
Enter any CE-related data into WealthCounsel Member Platforms and Event Program databases (including Salesforce, Swoogo, Zoom, WealthCounsel website)
Maintain accurate Salesforce case records; respond to incoming CE email inquiries in a timely manner; ensure all member data, emails, and calls are accurately and clearly logged; and keep the case queue up to date by closing cases once resolved.
Other responsibilities assigned as needed