Temporary Program Coordinator
About The Position
CFP Board seeks a highly motivated team member to serve as Temporary Program Coordinator, Experience to assist with the experience entry review and engagement. This role is not benefits eligible. Essential Functions: Evaluate Experience submissions for compliance with CFP Board Experience department policies, guidelines, best practices, and requirements Identifies errors in Experience submissions and online engagements and takes immediate action with stakeholders and IT as needed Actively engages with candidates, CFP® candidates to gather needs, fulfill requests, and solve issues related to Experience submissions Assists with the initial review and processing of testing accommodation requests Performs other duties as assigned Background/Skills/Abilities Preferred Bachelor's degree Minimum of 1+ years’ work experience with a certifying organization, non-profit association, or project coordination preferred Minimum of intermediate level expertise in Microsoft Office suite Knowledge of association management systems, NetForum preferred Strong customer service focus and ability to effectively ask questions and communicate in potentially challenging situations Excellent written and verbal communication Attention to detail and focus on accuracy Adherence to strict confidentiality policies Ability to prioritize multiple project requirements simultaneously, and follow through on issues in a timely manner Strong problem-solving and analytical skills About CFP Board CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by more than 106,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge. This position works on programs which are part of the 501 (c)(6). This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time. CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff. CFP Board is an Equal Opportunity Employer. The pay rate for this role is $30/hour. This is a temporary position and is not benefit eligible.
Requirements
- Bachelor's degree
- Minimum of 1+ years’ work experience with a certifying organization, non-profit association, or project coordination preferred
- Minimum of intermediate level expertise in Microsoft Office suite
- Knowledge of association management systems, NetForum preferred
- Strong customer service focus and ability to effectively ask questions and communicate in potentially challenging situations
- Excellent written and verbal communication
- Attention to detail and focus on accuracy
- Adherence to strict confidentiality policies
- Ability to prioritize multiple project requirements simultaneously, and follow through on issues in a timely manner
- Strong problem-solving and analytical skills
Responsibilities
- Evaluate Experience submissions for compliance with CFP Board Experience department policies, guidelines, best practices, and requirements
- Identifies errors in Experience submissions and online engagements and takes immediate action with stakeholders and IT as needed
- Actively engages with candidates, CFP® candidates to gather needs, fulfill requests, and solve issues related to Experience submissions
- Assists with the initial review and processing of testing accommodation requests
- Performs other duties as assigned
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What This Job Offers
Career Level
Entry Level
Number of Employees
101-250 employees
