Company Overview:

WealthCounsel brings together the best - the best drafting software and legal tools, the best educators, the best support staff, and the best collegial community - to cultivate the growth and success of its member attorneys and their clients. We recently added another “best” to our toolbelt when we were awarded the 2025 Best Place to Work in the Cloud. The Cloud Awards is one of the longest-running awards platforms of its kind and recognizes the latest achievements and innovations in cloud computing.

We’re committed to fostering a positive work environment that is backed up by competitive benefits (see below) and a culture of collaboration. As we continue to expand, we are seeking a motivated and driven CE Services Coordinator to join our team.

Job Summary:

The primary responsibility of the CE (Continuing Education) Services Coordinator is to support WealthCounsel’s CE Accreditation Requirements while providing exceptional customer service to WealthCounsel members. Also includes collaborating with WealthCounsel Subject Matter Experts and the CE Team to provide CE support to members for upcoming courses. High-level written and verbal communication skills and attention to detail are crucial to this role.

As a CE Services Coordinator, you’ll be responsible for:

• Manage the CE sections of our on-demand platform on our website (input, update, and track CE information, troubleshoot issues, suggest improvements, and perform other tasks as needed)
• Work with Project Managers to control the CE information included or revised in our WealthCounsel store (on-demand courses for purchase)
• Enter and update ongoing CE program-related data into the WealthCounsel website on-demand platform and WealthCounsel store in a timely manner
• Manage auto-generated and manual certificates of completion as needed
• Process Attendance and reporting for State Bars and CE Commissions for select on-demand events
• Maintain State Bar records and other CE data
• Track on-demand viewing trends and other activities to make suggestions to faculty and other team members
• Collaborate with the CE & Event Services Teams to improve WealthCounsel’s CE on-demand program and services
• Cross-train and serve as backup to the CE Services Specialists for processing CE accreditation for Live Programming
• Enter any CE-related data into WealthCounsel Member Platforms and Event Program databases (including Salesforce, Swoogo, Zoom, WealthCounsel website)
• Maintain accurate Salesforce case records; respond to incoming CE email inquiries in a timely manner; ensure all member data, emails, and calls are accurately and clearly logged; and keep the case queue up to date by closing cases once resolved.
• Other responsibilities assigned as needed

Here’s what you’ll need to be successful in this role:

• Associate's degree or equivalent experience
• Excellent communication and customer service skills
• Must be accurate, organized, and detail-oriented, yet flexible and willing to help where needed
• Working knowledge of Salesforce preferred
• Experience with Swoogo and/or other event management systems is a plus
• Must be proficient in all Microsoft Office programs, including Word, Excel, and PowerPoint, as well as Adobe/PDF documents
• Occasional travel may be required for company events and meetings

Work Environment and Company Benefits:

This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows and training.

In addition to your competitive salary package (including base salary and performance based incentives), medical/dental/vision plan, and matching 401(k), you will also enjoy:

• A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more!
• Matching donations for approved charitable organizations
• Home internet and gym membership reimbursement
• Many opportunities to connect with others from your home office and have fun while you work

Salary:

The salary range listed reflects the total on target earnings for this position (base salary plus bonus).

At WealthCounsel, we are committed to cultivating a culture of inclusion and connectedness. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Come work with us!