ISA Operations Coordinator

Job Summary

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