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

May 25, 2025 - 19:30
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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