National Association of Personal Financial Advisors
September 5, 2018
Commensurate with experience
Full Time - Experienced
4 Year Degree
NAPFA has a unique opportunity for an individual to take responsibility for various association educational programs and become an integral part of the professional development team. This position will interface across the organization and will take full advantage of your planning, organizing, and customer relationship skills.
General Summary of Responsibilities: The professional development & education coordinator supports the delivery of the association’s professional development & educational programs. This position will work closely with the senior manager and other staff members to facilitate interactions with program speakers/facilitators, sponsors/exhibitors, and attendees. This staff member is responsible for supporting all aspects of the association’s educational programs, including customer service, event collateral development, vendor management, speaker management, registration, and reporting. Some evening and early morning hours, offsite meetings, and overnight travel may be required.
Specific Responsibilities include:
Work closely with the senior manager on the planning and execution of NAPFA’s in-person conferences including speaker/program management, registration, contracting/invoicing, and logistics support.
Coordinate online learning and self-study programs including speaker/program management, registration, website maintenance, and purchase fulfilment.
Responsible for developing, producing, editing, and maintaining all registration materials including but not limited to: data entry, form development, confirmations, receipts/invoices, and attendee communications.
Post and maintain program content on the website including landing pages, registration, program agendas, sponsors and exhibitors.
Coordinate billing, tracking, and fulfilment of benefits for NAPFA Resource Partners.
Create surveys in Survey Monkey as requested and prepare reports for analysis
Support NAPFA’s continuing education (CE) program including interaction with the certifying bodies to obtain CE approval for educational offerings and credit to participants.
Respond to significant customer service inquiries/requests via telephone, email and in person at programs, conferences, and/or special events.
Ensure exceptional customer experience is provided to all program participants at all times.
Commitment to professional growth and organizational excellence.
Desired Skills and Relevant Experience
Bachelor’s degree required.
2-3 years relevant customer service and educational programs/conference support experience preferred. Knowledge of associations and experience working with volunteers a plus.
Demonstrated history coordinating multiple tasks simultaneously and the ability to prioritize your workload.
Possess excellent written and oral communication skills.
Proficiency in Microsoft Office and experience with Protech/MS Dynamics CRM a plus.
Internal Number: PDE001
About National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and objective compensation.