Education Coordinator III

We love finance, software, and (believe it or not), taxes - that's why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.

We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.

Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.

Position Summary

Avantax is seeking an Education Coordinator III who will supportthe day-to-day operations of the Education team. This role is responsible for technical, operational, and consultative support for Avantax Growth through Community programs and online (feedback) survey administration. In this role, the Education Coordinator III engages with a variety of vendors, customers, and stakeholders and must always exhibit a high level of professionalism. Some travel may be required with this position to support the on-site delivery of meetings and events. The Education team is responsible for providing comprehensive educational programs and events that empower Financial Professionals to fully assist their clients in reaching their financial goals. To achieve these objectives, the Education team uses a complex educational strategy to include:

• Wealth management assistant development program, an ongoing educational curriculum.
• Growth through Community and Regional meetings held virtually and in person, nationwide.
• Avantax Launch for New Financial Professionals.
• Advisor Council meetings (virtual and in-person).

Essential Duties & Responsibilities

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

Specific duties include but are not limited to:

Growth through Community (GTC) Program Administration:

• Manage the day-to-day administrative operation and maintenance of the GTC Program of 50+ regional meetings occurring on a rotating and monthly basis (including, but not limited to sending agenda reminders, sending meeting invitations, obtaining post-meeting paperwork, maintaining attendance tracking in an Access database, maintaining administrative tracking in Excel).
• Review, edit, and maintain the accuracy of existing and new GTC operational processes, procedures, guidelines, and documentation to ensure the GTC governance model is being followed.
• Onboard new GTC leaders to program requirements and processes. Educate and assist GTC leaders regarding program processes, deadlines, expectations, and support.
• Provide troubleshooting assistance for leaders regarding logging into and utilizing program resources such as BOX online collaboration.
• Make recommendations for program administration efficiencies and improvements.

Survey Administration:

• Manage the end-to-end survey administration (including, but not limited to, intake, planning, design, implementation, collection, and analysis).
• Coordinate with team members and stakeholders to understand survey requirements, goals, and objectives, and accurately scope survey administration effort.
• Leverage expertise and knowledge to provide consultative support to help ensure survey objectives are met; problem-solve as required.
• Employ sound survey design strategies and best practices (including, but not limited to, question types, branching structure, timing optimization, and incentivization tactics).
• Collect, analyze, and report survey results to provide key stakeholders with clear, actionable insights (including, but not limited to, data interrogation, and data visualization).
• Review, edit, and maintain the accuracy of existing and new survey administration operational processes, procedures, guidelines, and documentation to ensure the company governance model is being followed.

General:

• Provide input into work assignments, target dates, and other aspects of assigned projects; communicate regular project progress updates to manager and stakeholders.
• Provide customer service support for training requests received via team mailbox and voicemail.
• Actively seek ongoing skill development.
• Provide general assistance to Education team initiatives.
• Regularly challenge money spent against return on investment.
• Perform general office duties and other tasks as needed/assigned.

Education & Experience

• Bachelor's degree (required).
• 4+ years of experience in the financial services or related industry (preferred).
• 4+ years of experience in LMS administration (preferred).
• Proficiency with Microsoft Office (required), including Access (preferred)
• Proficiency with Qualtrics or other survey tools (preferred).

Career Attributes:

• English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
• Computers and Electronics - Knowledge of computer software, including applications and programming. Specifically, strong knowledge of Microsoft Office.
• Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Speaking - Talking to others to convey information effectively.
• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Complex Problem Solving - Identifying data inconsistencies, tracing the origins of anomalies, and finding efficient solutions.
• Collaboration - Participating with a make-it-happen spirit and a collaborative style.
• Coordination of Multiple Deadlines - Producing quality work under tight deadlines in a high-volume, fast-paced environment.
• Data Analysis - Examining data sets to find trends and draw conclusions about the information they contain.
• Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
• Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
• Written Comprehension - The ability to read and understand information and ideas presented in writing.
• Speech Clarity - The ability to speak clearly so others can understand you.
• Written Expression - The ability to communicate information and ideas in writing so others will understand.

Physical Demands & Work Effort

• 10% Travel required.
• Keying/typing, sitting, standing, walking.
• Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
• The job is performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
• Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with the company.

Base Salary Range:

$24 - $36 per hour; Variable incentive compensation eligible.

The salary range shown is representative of what Avantax expects to pay for this job. Actual salary may vary based on job-related knowledge, skills, experience, and geographic location.

#Avantax

At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.

Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [email protected], or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.