Exam Preparation Coordinator (REMOTE)

Equitable

8d•$50,000 - $60,000•Remote

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable Advisors is seeking a detail-oriented/multi-tasking Exam Prep Coordinator. This individual will join a team of talented individuals to support complexes, branches, and district managers with exam prep for their new licensing candidates. The Exam Prep Coordinator will act as a resource for financial professional candidates in their state insurance and FINRA qualification examination process. Aligning with branch and district management in communicating the progress of candidates as they progress through the exam preparation process. Acting as a go-to resource for candidates and coordinating with the onboarding specialist to ensure a streamline onboarding experience for candidates. This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs. The base salary range for this position is $50,000 - $60,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program

Requirements

Bachelor’s degree required
Strong technical aptitude – (familiarity with Smartsheet is preferred!)
Ability to work closely with district managers and complex leadership
Ability to function independently and work well with a team
Proactive decision-making skills
Strong ability to collaborate
Strong communication skills
Can organize tasks and prioritize
Proficient in Microsoft Suite
Knows how to guide people thru a process
Displays good judgment & partners where necessary
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

Nice To Haves

3+ years of work experience in professional environment with a customer service focus.
Knowledge of state licensing requirements
Knowledge of FINRA licensing requirements (SIE, Series 7, Series 6, Series 63, Series 66)
Strong project management and follow-up capabilities
Positive attitude and drive for excellence
Experience with FINRA examination preparation
FINRA SIE, and Series 7 a plus
Research and data gathering ability
Analytical skills