ISA Operations Coordinator
A company is looking for an ISA Operations Coordinator to support internal tracking and coordination within the Independent Sales Advisor program.
Key Responsibilities
Maintain accurate records of licensing, onboarding, and compliance statuses
Track process completions and report inconsistencies to appropriate teams
Assist in implementing operational changes to enhance efficiency
Required Qualifications
At least two years of experience in an operational role
Minimum of a high school diploma or equivalent
Experience with Microsoft Office, Google Docs, and advanced Microsoft Excel
Strong organizational skills and process-oriented mindset
Ability to assess and recommend process improvements
A company is looking for an ISA Operations Coordinator to support internal tracking and coordination within the Independent Sales Advisor program.
Key Responsibilities
Maintain accurate records of licensing, onboarding, and compliance statuses
Track process completions and report inconsistencies to appropriate teams
Assist in implementing operational changes to enhance efficiency
Required Qualifications
At least two years of experience in an operational role
Minimum of a high school diploma or equivalent
Experience with Microsoft Office, Google Docs, and advanced Microsoft Excel
Strong organizational skills and process-oriented mindset
Ability to assess and recommend process improvements