• Oversee client accounts with guidance and oversight from Sr./Strategic/Principal Client Service Manager • Assist the Sr./Strategic/Principal Client Service Manager in facilitating all aspects of the project management process • Work with internal team members for oversight on audits, advanced technical member issues and vendor questions/issues • Proactively communicate status and progress of account work and issues to internal and external stakeholders • Ensure all tasks are documented according to the internal guidelines and updated proactively in the internal system tracking tools to meet deliverable dates • Review all client materials used for annual enrollment and ongoing administration to ensure that they are current and meet quality standards • Provide detailed internal and external communication to successfully document instruction and process.

Role Description 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. This role 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. - 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 Qualifications - 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 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. - A competitive salary package (including base salary and performance-based incentives) - Medical/dental/vision plan - Matching 401(k) - 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

• Establish long-term client relationships through regularly attending onsite meetings and events • Grow client accounts by identifying opportunities to cross sell or upsell from inception through to close • Lead the development of strategic account plans that outline the full client landscape • Support the team on strategic/business development and tactical implementation • Achieve specific revenue and margin targets on a monthly, quarterly, and annual basis as defined by annual planning and forecasting • Provide accurate and timely forecasts and maintain Salesforce records for open opportunities with a strong focus on driving towards close dates and converting opportunities into revenue • Coach and mentor team members, prioritizing activities amongst accounts • Partner with the business development team to create compelling proposals that advance Velir to the final stages of RFPs and participate in pitch presentations • Stay up to date on the latest industry trends and technologies • Remain AI forward, curious, and savvy • Provide thought leadership within industry aligned to the portfolio • Handle supplementary duties as necessary

• Coordinate accounting functions and programs. • Prepare financial work papers and reports. • Assist with monitoring, maintaining, and reconciling financial accounts and Accounts Payable. • Maintain and reconcile balance sheet and general ledger accounts as required. • Prepare annual compliance reports: 1099s, City Tax, etc. • Prepare financial statements, including a Balance Sheet, Income Statement, General Ledger, Trial Balance, and other Ad Hoc reports. • Coordinate financial statement preparation and supporting documents for annual tax preparation and quarterly extension payments. • Investigate and resolve account discrepancies and issues of non-compliance by communicating with all levels of management, clients, and third parties. • Contribute to developing new or amended accounting systems, programs, and procedures. • Perform other accounting research, accounting duties, and supporting staff as required or assigned additional training staff