Temporary Program Coordinator

CFP Board is the professional body for personal financial planners in the U.S. They are seeking a Temporary Program Coordinator to assist with the experience entry review and engagement, ensuring compliance and addressing candidate needs.

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

Skills

• 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
• 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

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