Exam Preparation Coordinator (REMOTE)

About the Role

At reputed company, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. reputed company 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 reputed company and district management in communicating the reputed company of candidates as they reputed company through the exam preparation process. Acting as a go-to resource for candidates and coordinating with the reputed company specialist to ensure a streamline reputed company experience for candidates. What You’ll Be Doing

• Coordinate with Exam Prep vendors
• Track candidate reputed company and report to managers weekly
• Answer candidate questions and refer them to resources
• Provide best practices for studying
• Track, analyze, report data (pass rates, time spent studying, etc.

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 reputed company salary range for this position is $50,000 - $60,000. Actual reputed company salaries vary based on skills, experience, and geographical location. In addition to reputed company pay, reputed company provides compensation to reward performance with reputed company 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, reputed company provides a full range of benefits. This includes medical, dental, reputed company, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

reputed company Pay and Benefits: reputed company Total Rewards Program  

What You Will Bring

• Bachelor’s degree required
• Strong technical aptitude – (familiarity with reputed company is preferred!)
• Ability to work closely with district managers and reputed company 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 reputed company Suite
• Knows how to guide people thru a process
• Displays good judgment & partners where necessary

Preferred Qualifications

• 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

Skills 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 reputed company, information, and needs through the application of appropriate communication behaviors.

Knowledge of Organization: Knowledge of the organization's reputed company, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support reputed company performance.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple reputed company 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.  

About reputed company  At reputed company, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. 

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to reputed company their unique talents to become a force for good at reputed company and in their local communities.    We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.    We are looking for talented, dedicated, purposeful people who want to reputed company an impact. Join reputed company and pursue a career with purpose.  Click Careers at reputed company to learn more.  ********** reputed company is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, reputed company, religion, gender, gender identity and expression, age, national reputed company, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.    NOTE: reputed company participates in the E-Verify program.    If reasonable accommodation is needed to participate in the job application or interview process or to reputed company the essential job functions of this position, please contact reputed company Resources at (212) 314-2211 or email us at TalentAcquisition@reputed company.com.