Continuing Education Assistant

Summary:

Essential Duties and Responsibilities

This Position Description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

• Issue certificates and accurately report CE credits earned to both members and non-members of the Foundation for participation in the Foundation’s diverse range of programs, courses and educational conferences. 
• Maintain meticulous internal records for ongoing activity reports, ensuring a comprehensive overview of continuing education efforts. 
• Adapt procedures to ensure compliance with evolving regulations regarding issuing/reporting continuing education credits. 
• Efficiently organize and archive records for both on- and off-site storage. 
• Deliver exceptional customer service, promptly addressing member inquiries and providing valuable information to support their educational pursuits.
• Assist with the invoicing and receipt process for fees paid. As trained, may act as primary processor for invoices and receipts.
• Collaborate with regulatory agencies governing continuing education credits to secure approvals for new programs and gain credit eligibility.   
• Assemble and distribute materials for ISCEBS governance and committee meetings and chapter leadership conferences. 
• Handle logistics and communication aspects for ISCEBS and CEBS meetings.
• Coordinate reimbursement requests for ISCEBS governance and committees. 

Supervisory Responsibilities: 

No formal supervisory responsibilities; however, incumbent may be required to train/mentor more junior staff members.

Requirements

Required Education/ Experience:

• A High School diploma or equivalent is required; an associate or bachelor's degree is preferred. 
• A minimum of 3 years’ successful experience in an administrative role. 
• Experience with Continuing Education is strongly preferred; from submission/filing of CE, to issuing participant certificates, and reporting credits.

The International Foundation will always consider candidates with an equivalent combination of education and relevant experience.

Minimum Qualifications/Skills:

• Strong organizational skills with strong attention to detail and accuracy-based mindset.
• Proven ability to effectively manage records, certificates, and logistical details..
• Excellent customer service skills, including the ability to respond to member inquiries and provide information promptly.
• Adaptability to evolving regulations and procedures affecting credit issuance and reporting.
• Effective communication skills for coordinating with regulatory agencies, committee members, and other stakeholders.
• Experience in coordination and logistics for meetings and conferences.

Travel Requirements:

This position may intermittently require that the individual travel for work; but only up to 10% of the time.

Hybrid Work Environment:

This position is expected to work from our corporate headquarters office in Brookfield, WI. This is an environment with typical office conditions, including lighting, noise, seating and equipment. 

New hires are expected to be fully onsite during the training period. Then, once fully trained, the Foundation operates on a 60/40 Hybrid schedule; with 60% being onsite at our headquarters in Brookfield (Tuesdays, Wednesdays, and Thursdays); and up-to 40% being optionally remote (Mondays and Fridays) and as business needs allow.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. These statements reflect the general details necessary to describe the principal functions of the occupation described and shall not be construed as a detailed description of all the work that may be inherent in the occupation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. 

COMPENSATION, PERKS & BENEFITS:

The pay rate for this position is: $18.65 with a 3% increase after 6 months.

Our incredible benefits package includes a comprehensive medical plan, vision plan, dental plan, long term disability, short term disability, paid vacation, sick and paid holidays. Our retirement plan includes a defined benefit (pension) plan AND a non-elective company 401(a) contribution AND a 401(k) matching contribution. Unique organizational perks include on-site fitness center with yoga and strength training classes, mindfulness sessions, a bocce league, softball team, and even a cribbage club to name a few!

ABOUT US:

The International Foundation of Employee Benefit Plans is North America’s largest membership organization for those who work with employee benefit plans. The Foundation’s employees make a HUGE impact on the livelihoods of millions of workers across the U.S. and Canada because of the work we do in providing education and research to the benefits community. Employees enjoy an outstanding benefits package, unique employee perks, creative and caring co-workers—all within a family-friendly workplace. Speaking of workplaces, the Foundation is tucked into a 15-acre wooded slice of nature in the heart of Brookfield. We’re small enough for you to have ongoing, meaningful impact on the organization but big enough to make international news. Visit us at www.ifebp.org or connect with us on the socials.

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