CFP Board · 1 day ago
Temporary Program Coordinator
Washington, DC
Full-time
Hybrid
Entry Level
$30/hr - $30/hr
1+ years expCFP Board is the professional body for personal financial planners in the U.S. They are seeking a Temporary Program Coordinator to assist with the experience entry review and engagement, ensuring compliance and addressing candidate needs.
BankingFinanceFinancial ServicesProfessional Services
Responsibilities
Evaluate Experience submissions for compliance with CFP Board Experience department policies, guidelines, best practices, and requirements
Identifies errors in Experience submissions and online engagements and takes immediate action with stakeholders and IT as needed
Actively engages with candidates, CFP® candidates to gather needs, fulfill requests, and solve issues related to Experience submissions
Assists with the initial review and processing of testing accommodation requests
Performs other duties as assigned
Qualification
Required
Evaluate Experience submissions for compliance with CFP Board Experience department policies, guidelines, best practices, and requirements
Identifies errors in Experience submissions and online engagements and takes immediate action with stakeholders and IT as needed
Actively engages with candidates, CFP® candidates to gather needs, fulfill requests, and solve issues related to Experience submissions
Assists with the initial review and processing of testing accommodation requests
Performs other duties as assigned
Preferred
Bachelor's degree
Minimum of 1+ years' work experience with a certifying organization, non-profit association, or project coordination preferred
Minimum of intermediate level expertise in Microsoft Office suite
Knowledge of association management systems, NetForum preferred
Strong customer service focus and ability to effectively ask questions and communicate in potentially challenging situations
Excellent written and verbal communication
Attention to detail and focus on accuracy
Adherence to strict confidentiality policies
Ability to prioritize multiple project requirements simultaneously, and follow through on issues in a timely manner
Strong problem-solving and analytical skills
Company
CFP Board
CFP Board sets and enforces standards for Certified Financial Planner certification.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kevin Keller
CEO
Roger Myers
CFO
Recent News
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2025-12-11
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