Education Coordinator Iii Jobs

Position Summary

Avantax is seeking an Education Coordinator III that will support the day-to-day operations of the Education team. This role is responsible for technical, operational, and consultative support for the Avantax Learning Center 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:

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

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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

Specific duties include but are not limited to:

LMS Administration:

• Provide troubleshooting assistance for users and stakeholders regarding logging into the LMS and accessing courses; act swiftly to collaborate with vendors and support teams as needed to resolve any technical issues that may arise.
• Maintain knowledge of the latest trends and innovations in LMS software and systems.
• Promote and maintain a consistent look and feel for all user interfaces, tab and/or page displays, and learning assets in the LMS, ensuring adherence to company brand and compliance standards.
• Work with instructional designers to test, troubleshoot, and optimize the functionality and performance of learning assets maintained in the LMS and track completions of the assigned content.
• Coordinate with team members and stakeholders to maintain an accurate, relevant, and compliant LMS asset library/inventory (including, but not limited to, courses, documents, assessments, surveys, and training plans and curriculums).
• Manage the day-to-day operation and maintenance of the LMS (including, but not limited to, uploading and testing new courses and content, running reports, managing user profiles and permissions, creating and maintaining accurate training audiences, and assigning courses/training plans).
• Review, edit, and maintain the accuracy of existing and new LMS operational processes, procedures, guidelines, and documentation to ensure the LMS governance model is being followed.
• Educate and assist learners, peers, and other stakeholders on LMS functionality, features, and benefits; recommend solutions to utilize and optimize the LMS to deliver, track, and measure training (as warranted).

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.
• 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.
• Leverage expertise and knowledge to provide consultative support to help ensure survey objectives are met; problem solves 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).

General:

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

Education & Experience

• 4+ years of experience in the financial services or related industry (preferred).
• 4+ years of experience in LMS administration (preferred).
• Proficiency with Qualtrics or other survey tools (preferred).
• Bachelor’s degree (required).
• Proficiency with SumTotal, Brainshark, or other learning management software/platforms (preferred).
• Proficiency with Microsoft Office (required).

Career Attributes:

• Computers and Electronics — Knowledge of computer software, including applications and programming. Specifically, strong knowledge of Microsoft Office.
• 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.
• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Data Analysis – Examining data sets to find trends and draw conclusions about the information they contain.
• Written Comprehension — The ability to read and understand information and ideas presented in writing.
• Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
• Written Expression — The ability to communicate information and ideas in writing so others will understand.
• Speech Clarity — The ability to speak clearly so others can understand you.
• English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
• 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.
• Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
• Speaking — Talking to others to convey information effectively.
• Complex Problem Solving — Identifying data inconsistencies, tracing the origins of anomalies, and finding efficient solutions.

Physical Demands & Work Effort

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

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.

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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.

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