ISCEBS / CEBS Coordinator

International Foundation of Employee Benefit Plans • Brookfield, WI

2d • $18 • Hybrid

About The Position

Summary: Under the direction of ISCEBS department leadership, the individual in this position will provide comprehensive administrative and project support across ISCEBS/CEBS operations, ensuring smooth processes, accurate financial handling, and high-quality service delivery. Serving as the first point of contact for Society members, this position will manage inquiries, process requests and payments, and maintain clear and accurate communication while upholding exceptional customer service experience. Essential Duties and Responsibilities This Position Description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements

• High school diploma, or equivalent.
• 2+ years of successful experience in a customer support, membership services, or an administrative assistant capacity.
• Some experience with data entry, order processing, and/or financial transactions is preferred
• Working knowledge of computer databases such as CRM UX365 is helpful but not required.
• Excellent and enthusiastic interpersonal skills, including strong written and verbal communication.
• Track record of working in a fast-paced environment.
• Strong organizational skills with ability to effectively multi-task, managing multiple priorities, projects and deadlines.
• High attention to detail and accuracy.
• Proficient with Microsoft Word, Excel, and Outlook, with a demonstrated capacity to quickly learn new software.

Nice To Haves

• Previous experience in a not-for-profit membership association is a plus.
• The International Foundation/International Society will always consider candidates with an equivalent combination of education and relevant experience.

Responsibilities

• Provides administrative and special project support in all areas of ISCEBS/CEBS operations to meet budgets, level of expectations and desired results.
• Serves as the first point of contact for all Society member queries.
• Processes ISCEBS member requests and provides financial, procedural and service information. This includes, but is not limited to: education course guidance, conference registrations, hotel reservation assistance, membership applications and renewals,
• Thoroughly reviews all internal and external (i.e. ISCEBS members, governance, chapter volunteers, CEBS students and graduates) communication for each interaction to ensure prompt and accurate communication while providing a full customer service experience.
• Maintain excellent working relationships with all individuals and vendors.
• Processes order entries and applies payments; generates invoices, letters, dues notices and other documentation related to order processing.
• Administers batch process for lockbox and credit card orders.
• Responsible for understanding the receipting process in accordance with our Accounting Department standards and departmental SOP’s.
• Works with ISCEBS chapters to produce and distribute meeting announcements and newsletters.
• Assists local ISCEBS chapters with data requests and other database needs in order to support their education and membership missions.
• Maintains excellent working relationships with all individuals (internal & external) and vendors to provide an exceptional customer service experience.
• Provides administrative support for the CEBS Compliance Program via data entry and by generating reports
• May learn and be asked to collaboratively assist in more complex problems identified in order processing and cash receipting.
• May learn and be asked to assist in the creation and testing of registration forms, including review of posted meeting information on the website.
• May learn and be asked to provide internal database support for ISCEBS/CEBS.
• May learn to become administrative contact for various community platforms for ISCEBS/CEBS.
• May learn to serve as a backup moderator for online class review sessions and/or ISCEBS local chapter education programs.
• May learn to assist the Continuing Education department during peak volume times to ensure professional licensing and recertification requests are entered/processed within the allotted time frame.
• May learn to create events in Passkey/Groupmax (hotel reservation software). This will include the statistical data documentation for the events.
• May learn to assist the governance in coordination of logistics of additional meetings throughout the year, including coordinating with the Foundation executive department on joint governance meetings

Benefits

• Our incredible benefits package includes a comprehensive medical plan, vision plan, dental plan, long term disability, short term disability, paid vacation, sick and paid holidays.
• Our retirement plan includes a defined benefit (pension) plan AND a non-elective company 401(k) contribution AND a 401(k) matching contribution.
• Unique organizational perks include on-site fitness center with yoga and strength training classes, mindfulness sessions, a bocce league, game nights, and even a cribbage club to name a few!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees